Self-persuasion questions are powerful to connect with prospects who say they're interested... but aren't moving forward, and how advisors can use it.

Kitces

22.01.2025

Integrating Tax Preparation Without Hiring In-House CPAs=

#FASuccess Podcast Ep 421 with Daniel Friedman on offering tax planning services while outsourcing preparation of tax returns, and navigating firm ownership.

Kitces

21.01.2025

22 Top Financial Advisor Podcasts To Listen To In 2025

We rank the Top Financial Advisor Podcasts in 2025, ranging from practice management, marketing to financial planning industry trends.

Kitces

18.01.2025

Weekend Reading For Financial Planners (January 18-19) 2025

This weekend reading kicks off with news that at a time when brokerage firms’ cash sweep programs come under increased scrutiny, Charles Schwab slashes sweep rates for client cash.

Kitces

16.01.2025

Social Security Fairness Act Repeals The WEP And GPO

Planning considerations for Social Security Fairness Act, and the repeal of the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO).

Kitces

15.01.2025

Making Financial Planning More Repeatable Without Losing Customization

#FASuccess Podcast Ep 420 with Michelle Underwood Gass on creating a structured meeting process, and using workflow management software to improve efficiency.

Kitces

14.01.2025

Rebuilding The Kitces Members Section And State Of The Blog

In addition to rebuilding the platform that runs Kitces.com, we’re also making updates to our content offerings for Nerd’s Eye View blog Readers and Members!

Kitces

11.01.2025

Weekend Reading For Financial Planners (January 11-12) 2025

This weekend reading kicks off with news that the “Social Security Fairness Act” was signed into law this week, eliminating the WEP and the GPO provisions.

Kitces

10.01.2025

Are You Adding Value Vs Just Trying To Justify Fees?

In Kitces & Carl Podcast Ep 155, we discuss how advisors can look beyond engagement metrics to understand which services have the greatest impact.

Kitces

09.01.2025

How Roth Employer Contributions To Solo 401(k) Plans Reduce QBI Deduction And Increase Taxes For Self-Employed Workers

As business owners decide on solo 401(k) contributions, they may be unaware of the effects that Roth employer contributions might have on Sec 199A deductions.

Kitces

08.01.2025

Attracting Clients Who Want A Sustainable Investing Approach

#FASuccess Podcast Ep 419 with Peter Krull on strategies for incorporating sustainable investing values, and specializing in a niche investment approach.

Kitces

07.01.2025

The Latest In Financial #AdvisorTech (January 2025)

January 2025 in Advisor Technology kicks off with news that Oriona, the “all-in-one” advisor technology platform, has acquired Summit Wealth Systems.

Kitces

04.01.2025

Weekend Reading For Financial Planners (January 4-5) 2025

This weekend reading kicks off with a survey indicating that advisors view client acquisition as their primary challenge in the current competitive environment.

Kitces

02.01.2025

Using 1035 Exchange To Turn Unneeded Life Insurance Policy To Annuity

An alternative strategy for an unneeded life insurance policy is to execute a 1035 exchange, replacing it for an annuity.

Kitces

01.01.2025

Developing Middle Management To Scale Up Team Leadership

#FASuccess Podcast Ep 418 with Stacey McKinnon on implementing a leadership training program, and diagnose potentially problematic behaviors of new leaders.

Kitces

31.12.2024

2024 Best Of Weekend Reading For Financial Planners

Highlights of 24 of the most popular and insightful weekend reading for financial planners that were featured in 2024 (that you might have missed!).

Kitces

28.12.2024

Weekend Reading For Financial Planners (December 28-29) 2024

This weekend reading kicks off with news that according to a recent study by DeVoe & Company, only 42% of RIAs surveyed have written succession plans

Kitces

27.12.2024

Limits Where Technology And AI Can't Scale Financial Advice

In Kitces & Carl Podcast Ep 154, Michael Kitces and Carl Richards discuss the opportunities and limitations of AI in financial advice, exploring the boundaries

Kitces

26.12.2024

Why Don't Prospects Commit? Using "Negative Close" To Move Forward

One potential tool for advisors to get prospects to move forward is a sales technique tactic called "negative close", by asking a "negative" question.

Kitces

25.12.2024

Establishing Your Authority As An Expert With A Book Formula

#FASuccess Podcast Ep 417 with Paul McManus on how writing a book can be an effective marketing strategy, and different ways to leverage it to attract clients.

Kitces

24.12.2024

2024 Best-Of Highlights From The Nerd's Eye View Blog

Highlights List of our top 24 articles in 2024, along with a few of our most popular episodes of "Kitces & Carl" and the "Financial Advisor Success" podcasts.

Kitces

21.12.2024

Weekend Reading For Financial Planners (December 21-22) 2024

This weekend reading kicks off with the news that the CFP Board announced a series of proposed changes to its certification requirements.

Kitces

19.12.2024

Compliance Checklist To Document Financial Planning Service Delivery

Establishing strong recordkeeping processes can help reduce regulatory scrutiny: A compliance checklist for documentation financial planning service delivery.

Kitces

18.12.2024

Choosing A ‘Supported Independence’ Corporate RIA Platform

#FASuccess Podcast Ep 416 with Fran Toler on a ‘supported independence’ model, how to choose corporate RIA platforms, and being vocal about firm values.

Kitces

17.12.2024

Creating An Inclusive Hiring Process To Find The Ideal Candidate

By taking a structured, inclusive approach to the hiring process, firms can attract a diverse talent pool and find the right person for the job.

Kitces

14.12.2024

Weekend Reading For Financial Planners (December 14-15) 2024

This weekend reading kicks off with a study indicating that surveyed advisory firms that raised their fees in the last year saw 97% client retention rates.

Kitces

13.12.2024

Evaluating Tradeoffs That Come With Retaining Legacy Clients

In Kitces & Carl Podcast Ep 153, Michael Kitces and Carl Richards discuss how advisors can navigate the challenge of managing underpaying clients.

Kitces

12.12.2024

Does Having The 'Right' Capital Market Assumptions Matter?

This article explores how well Capital Market Assumptions (CMAs) reflect realities clients will face, and how advisors can balance it in retirement planning.

Kitces

11.12.2024

Systematizing A Firm-Wide Planning Process With Centralized Teams

#FASuccess Podcast Ep 415 with Erika Wood on using centralized financial planning and service teams, segmenting clients, and ways to build client loyalty.

Kitces

10.12.2024

Nurturing "Emotional Ownership" For A Strong Firm Foundation

For many financial advisory firms, rewarding those with high levels of emotional ownership creates a foundation for long-term collaboration and lasting success!

Kitces

07.12.2024

Weekend Reading For Financial Planners (December 7-8) 2024

This weekend reading kicks off with news that President-elect Trump plans to nominate former SEC Commissioner Paul Atkins as the next SEC chair

Kitces

05.12.2024

Legal Requirements For RIAs To Launch A Private Fund

How advisors can launch and manage their own private fund, and legal requirements and common missteps to note when doing so.

Kitces

04.12.2024

Narrowing Focus To Byte-Sized Planning For Tech Employees

#FASuccess Ep 414 with Eric Franklin on customizing a planning process, marketing through long-form written content, and how to make a career change.

Kitces

03.12.2024

The Latest In Financial #AdvisorTech (December 2024)

Robinhood is acquiring RIA custodian TradePMR, which keeps the assets of its wealthier customers “on-platform” by giving them referrals to advisors.

Kitces

30.11.2024

Weekend Reading For Financial Planners (Nov 30-Dec 1) 2024

This weekend reading kicks off with a Cerulli Associates study showing that consumer trust in financial services companies has increased over the past decade.

Kitces

29.11.2024

Fee Confidence And Building The Happy-Client Stoke File

In Kitces & Carl Ep 152, Michael Kitces and Carl Richards discuss why fee confidence gap exists, and factors that drive advisors to underprice their services.

Kitces

28.11.2024

Charitable Giving Conversations With Clients: Sample Scripts And Tools

Insights and sample scenarios to help financial advisors navigate charitable giving conversations with clients, reducing risk of awkwardness or overstepping.

Kitces

27.11.2024

Building Advisor Training Program To Solve Talent Pipeline

#FASuccess Ep 413 with Kevin Leahy on building an internal advisor training program, a firm’s talent pipeline full, and maintain a firm’s core values.

Kitces

26.11.2024

3-Step Sales Process To Show Financial Planning Value To Prospects

Taylor Schulte shares his 3-step sales process to clearly demonstrate his value to prospects contributing to a remarkable $1M increase in recurring revenue.

Kitces

23.11.2024

Weekend Reading For Financial Planners (November 23-24) 2024

This weekend reading kicks off with news that amidst a rare leadership change at Charles Schwab, outgoing and incoming CEOs hinted at relatively minor changes.

home›Kitces›Economy

Kitces - Economy

5 "Self-Persuasion" Questions To Connect With Prospects

Integrating Tax Preparation Without Hiring In-House CPAs=

22 Top Financial Advisor Podcasts To Listen To In 2025

Weekend Reading For Financial Planners (January 18-19) 2025

Social Security Fairness Act Repeals The WEP And GPO

Making Financial Planning More Repeatable Without Losing Customization

Rebuilding The Kitces Members Section And State Of The Blog

Weekend Reading For Financial Planners (January 11-12) 2025

Are You Adding Value Vs Just Trying To Justify Fees?

How Roth Employer Contributions To Solo 401(k) Plans Reduce QBI Deduction And Increase Taxes For Self-Employed Workers

Attracting Clients Who Want A Sustainable Investing Approach

The Latest In Financial #AdvisorTech (January 2025)

Weekend Reading For Financial Planners (January 4-5) 2025

Using 1035 Exchange To Turn Unneeded Life Insurance Policy To Annuity

Developing Middle Management To Scale Up Team Leadership

2024 Best Of Weekend Reading For Financial Planners

Weekend Reading For Financial Planners (December 28-29) 2024

Limits Where Technology And AI Can't Scale Financial Advice

Why Don't Prospects Commit? Using "Negative Close" To Move Forward

Establishing Your Authority As An Expert With A Book Formula

2024 Best-Of Highlights From The Nerd's Eye View Blog

Weekend Reading For Financial Planners (December 21-22) 2024

Compliance Checklist To Document Financial Planning Service Delivery

Choosing A ‘Supported Independence’ Corporate RIA Platform

Creating An Inclusive Hiring Process To Find The Ideal Candidate

Weekend Reading For Financial Planners (December 14-15) 2024

Evaluating Tradeoffs That Come With Retaining Legacy Clients

Does Having The 'Right' Capital Market Assumptions Matter?

Systematizing A Firm-Wide Planning Process With Centralized Teams

Nurturing "Emotional Ownership" For A Strong Firm Foundation

Weekend Reading For Financial Planners (December 7-8) 2024

Legal Requirements For RIAs To Launch A Private Fund

Narrowing Focus To Byte-Sized Planning For Tech Employees

The Latest In Financial #AdvisorTech (December 2024)

Weekend Reading For Financial Planners (Nov 30-Dec 1) 2024

Fee Confidence And Building The Happy-Client Stoke File

Charitable Giving Conversations With Clients: Sample Scripts And Tools

Building Advisor Training Program To Solve Talent Pipeline

3-Step Sales Process To Show Financial Planning Value To Prospects

Weekend Reading For Financial Planners (November 23-24) 2024

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