#FASuccess Podcast Ep458 with Lisa Brown on how her firm has implemented an approach of "calm excellence" that has allowed her firm to manage its rapid growth.

Kitces

07.10.2025

The Latest In Financial #AdvisorTech (October 2025)

Advisor Technology October 2025 kicks off with Origin launching a new, direct-to-consumer "AI financial advisor" that gives advice on budgeting.

Kitces

04.10.2025

Weekend Reading For Financial Planners (October 4–5) 2025

This weekend reading kicks off with a report examining salary expectations of financial planning job candidates that they are seeking higher premiums

Kitces

03.10.2025

What 'Jobs' Have You Given Money (That Shape Advice)?

In Kitces & Carl Podcast Ep 174, we discuss 'jobs' we have given money in the past, and why advisors may benefit from reflecting on their own money histories.

Kitces

02.10.2025

Top 10 Market Charts For Client Conversations In Q4 2025

10 charts showing the top 10 market themes that are likely to arise in client conversations in Q4 2025, as advisors to review the current state of the market

Kitces

01.10.2025

Making Financial Planning Less Scary By Focusing On Joy

#FASuccess Podcast Ep457 with Larry Sprung on how he has grown his business in part by helping prospective clients focus on what brings them joy.

Kitces

30.09.2025

The 4 Key Drivers of Advisor Productivity

Four key components drive advisor productivity: The right team structure, client affluence, optimizing face time with clients, and pricing confidence.

Kitces

27.09.2025

Weekend Reading For Financial Planners (September 27–28) 2025

This weekend reading kicks off with a recent study by LPL Financial identifying several factors common to high-growth firms on its platform.

Kitces

25.09.2025

Why "Downside Protection" ETFs Don’t Protect Portfolios

Investors nearing or in retirement often face the challenge of balancing their aversion to short-term losses with the need to maintain exposure to growth assets to meet long-term goals. Traditionally, portfolio managers have used a mix of equities and less volatile assets like bonds to dampen portfolio swings while retaining at least some of equities'

Kitces

24.09.2025

Expanding From $75M To $260M Team With A Company Blueprint

#FASuccess Podcast Ep456 with Hilary Hendershott on how she has grown her firm by creating a “Blueprint” that is a cornerstone for how clients will be served.

Kitces

23.09.2025

9 Rights (And Wrongs) In the First 9 Years As An RIA Owner

Shawn Tydlaska, founder of Ballast Point Financial Planning, shares the wins and lessons from his first nine years of building a multi-advisor firm.

Kitces

20.09.2025

Weekend Reading For Financial Planners (September 20–21) 2025

This weekend reading kicks off with a Charles Schwab study finding that firms are targeting growth in Assets Under Management (AUM) in the coming years

Kitces

19.09.2025

When Prospects Are Not Ready To Break Up With Their Advisor

In Kitces & Carl Podcast Ep 173, we discuss how to handle the disappointment of a promising prospect who chooses to stay with their current advisor.

Kitces

18.09.2025

Why Delaying Social Security Benefits Isn't Always The Best

Using a 0% discount rate – on the basis that Social Security is a 'risk-free' income stream – fails to reflect the full array of risks associated.

Kitces

17.09.2025

Adding Value For Executives By Guiding Them In Compensation

#FASuccess Podcast Ep455 with Emily Shacklett on how she adds hard-dollar value for corporate executive clients by helping them better understand compensation.

Kitces

16.09.2025

9 Ways Associate Advisors Can Stand Out In The First 90 Days

How associate advisors can develop the required skills and make a strong impression during their onboarding period, usually in the first 90 days.

Kitces

13.09.2025

Weekend Reading For Financial Planners (September 13 –14) 2025

This weekend reading kicks off with surveys finding a disconnect between financial advisors' confidence in level of service and wealthy clients' satisfaction.

Kitces

11.09.2025

Converting A Primary Residence Into Rental Property

When turning a primary residence into a rental property, there are many tax strategies such as Gain Exclusion, Gain Recognition, And Deductible Expenses, etc.

Kitces

10.09.2025

Turning Abstract Behavioral Finance Into Practical Tools

#FASuccess Podcast Ep454 with Dr. Daniel Crosby on how he has turned abstract behavioral finance concepts into practical tools advisors can use.

Kitces

09.09.2025

3 Growth Strategies That Won't Plateau As The Firm Grows

Why growth engines that once fueled the firm may plateau or stall as it scales – and how advisors can revitalize it by optimizing scalable processes.

Kitces

06.09.2025

Weekend Reading For Financial Planners (September 6 –7) 2025

This weekend reading kicks off with a CFP Board survey which found that CFP professionals have 13% higher income than their peers.

Kitces

05.09.2025

Scaling Financial Planning: Client Affluence Vs Technology Efficiencies: Kitces & Carl Ep 172

In Kitces & Carl Podcast Ep 172, we discuss the limitations of advisor productivity relative to technology and how advisors can scale up instead.

Kitces

04.09.2025

RIA Custody Rule: Understanding Hidden Liability Triggers

This article unpacks nuances of the Custody Rule, clarifying when custody is triggered and how RIAs can build operational systems that reduce regulatory risk.

Kitces

03.09.2025

Improve Efficiency By Turning Meetings Into Working Sessions

#FASuccess Podcast Ep453 with Becky Walsh on how she conducts meetings with new clients as “working sessions”, reducing the amount of time spent on follow-up.

Kitces

02.09.2025

The Latest In Financial #AdvisorTech (September 2025)

Advisor Technology September 2025 kicks off with RightCapital introducing RightExpress, a feature of software that allows advisors to create single-topic plans.

Kitces

02.09.2025

Weekend Reading For Financial Planners (August 30 –31) 2025

This weekend reading kicks off with a study finding that the pool of wealth controlled by High-Net-Worth individuals is expected to hit $30 trillion by 2028.

Kitces

28.08.2025

The Risks Of AI Meeting Notetakers: Evaluating Accuracy

As AI Meeting Notetakers transform how advisors handle notes and follow-up tasks, they also introduce new risks around data privacy and output accuracy.

Kitces

27.08.2025

Growing From $200M To $1.4B By Spending 15% Revenue On Marketing

#FASuccess Podcast Ep452 with Gabriel Shahin on how his firm has grown by generating 2,500 leads a month by spending 15% of firm revenue on marketing each year.

Kitces

26.08.2025

Why Teams (Not Tech) Consistently Reduce Admin Burdens

According to Kitces Research, advisors looking to reduce their administrative burden are more likely to see greater returns from support staff than technology.

Kitces

25.08.2025

Adding $80M Client Assets By Providing Financial Education

#FASuccess Podcast Ep450 with Ryan Morrissey on adding $80M of client assets by holding educational retirement planning seminars that attract his target client.

Kitces

25.08.2025

The 3 Concerns Keeping $25M+ Families Up at Night

Michael Kitces and John Bowen dive into data on what ultra-high-net-worth families are really worried about and how advisors can serve them more effectively.

Kitces

25.08.2025

Weekend Reading For Financial Planners (August 16–17) 2025

This weekend reading kicks off with a Microsoft report finding that users of Copilot AI tool were able to complete many tasks associated with financial advice.

Kitces

25.08.2025

Evolving Your Leadership Style As The Firm Grows

#FASuccess Podcast Ep451 with Maggie Kulyk on how she overcame her initial reluctance to be a manager to build a thriving business.

Kitces

25.08.2025

Weekend Reading For Financial Planners (August 23–24) 2025

This weekend reading kicks off with a survey of those who plan to hire an advisor that while referrals remain the most common, all perform additional research.

Kitces

25.08.2025

Blend AI Into Your Firm By Understanding How Clients Make Financial Decisions

This emerging hybrid model of the 'cyborg advisor' blends the precision of machines with the emotional intelligence and nuanced judgment of human professionals.

Kitces

25.08.2025

OBBBA Breakout Guide: Key Student Loan Changes To Know

This guide details key student loan changes in the One Big Beautiful Bill Act (OBBBA) – New borrowing limits, Parent PLUS, RAP, and phasing out of IDR Plans.

Kitces

25.08.2025

When Advising Loses Its Spark: Burned Out, Or Bored-Out?

In Kitces & Carl Podcast Ep 171, we discuss the difference of burned out and ‘bored out’ – and new ways to shake things up without destabilizing the business.

Kitces

12.08.2025

How 3-Member Teams Generate The Most Per-Advisor Revenue

Findings from Kitces Research highlights that a 3-member "Triangle Team" tends to be the most effective team structure for maximizing productivity and revenue.

Kitces

09.08.2025

Weekend Reading For Financial Planners (August 9–10) 2025

This weekend reading kicks off with a The Ensemble Practice report finding that firms are in a period of “prosperous stagnation” with strong profitability.

Kitces

08.08.2025

Alternative RIA Custody Fee Model For Better Fiduciary Alignment

Current RIA custody fee model presents fiduciary challenges for advisors, which suggests an alternative approach offers advisors better fiduciary alignment.

home›Kitces›Economy

Kitces - Economy

Overcoming Perfectionism Burnout While Serving Clients Welll

The Latest In Financial #AdvisorTech (October 2025)

Weekend Reading For Financial Planners (October 4–5) 2025

What 'Jobs' Have You Given Money (That Shape Advice)?

Top 10 Market Charts For Client Conversations In Q4 2025

Making Financial Planning Less Scary By Focusing On Joy

The 4 Key Drivers of Advisor Productivity

Weekend Reading For Financial Planners (September 27–28) 2025

Why "Downside Protection" ETFs Don’t Protect Portfolios

Expanding From $75M To $260M Team With A Company Blueprint

9 Rights (And Wrongs) In the First 9 Years As An RIA Owner

Weekend Reading For Financial Planners (September 20–21) 2025

When Prospects Are Not Ready To Break Up With Their Advisor

Why Delaying Social Security Benefits Isn't Always The Best

Adding Value For Executives By Guiding Them In Compensation

9 Ways Associate Advisors Can Stand Out In The First 90 Days

Weekend Reading For Financial Planners (September 13 –14) 2025

Converting A Primary Residence Into Rental Property

Turning Abstract Behavioral Finance Into Practical Tools

3 Growth Strategies That Won't Plateau As The Firm Grows

Weekend Reading For Financial Planners (September 6 –7) 2025

Scaling Financial Planning: Client Affluence Vs Technology Efficiencies: Kitces & Carl Ep 172

RIA Custody Rule: Understanding Hidden Liability Triggers

Improve Efficiency By Turning Meetings Into Working Sessions

The Latest In Financial #AdvisorTech (September 2025)

Weekend Reading For Financial Planners (August 30 –31) 2025

The Risks Of AI Meeting Notetakers: Evaluating Accuracy

Growing From $200M To $1.4B By Spending 15% Revenue On Marketing

Why Teams (Not Tech) Consistently Reduce Admin Burdens

Adding $80M Client Assets By Providing Financial Education

The 3 Concerns Keeping $25M+ Families Up at Night

Weekend Reading For Financial Planners (August 16–17) 2025

Evolving Your Leadership Style As The Firm Grows

Weekend Reading For Financial Planners (August 23–24) 2025

Blend AI Into Your Firm By Understanding How Clients Make Financial Decisions

OBBBA Breakout Guide: Key Student Loan Changes To Know

When Advising Loses Its Spark: Burned Out, Or Bored-Out?

How 3-Member Teams Generate The Most Per-Advisor Revenue

Weekend Reading For Financial Planners (August 9–10) 2025

Alternative RIA Custody Fee Model For Better Fiduciary Alignment

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