This weekend reading kicks off with news that a recent survey found that long-feared fee compression in the financial advice industry has yet to come to pass.

Kitces

08.05.2025

6 Questions To Find The "Why" And Set Better Financial Goals

The best financial plans don't just help clients save more or retire on time – here's how advisors can spark excitement for what's ahead and set better goals.

Kitces

07.05.2025

Hiring A Branding Firm To Best Connect With Ideal Clients

#FASuccess Podcast Ep 436 with Nicole Gopoian Wirick on hiring an external branding consultant to shape a firm’s brand, and putting“brand DNA” in marketing.

Kitces

06.05.2025

The Latest In Financial #AdvisorTech (May 2025)

Advisor Technology May 2025 kicks off with Altruist announcing a $152 million fundraising, with new features to compete with the "Big Two" Schwab and Fidelity.

Kitces

03.05.2025

Weekend Reading For Financial Planners (May 3–4) 2025

This weekend reading kicks off with news that CFP Board announced this week that it will raise its annual fee for new and renewing certificants by $120 to $575.

Kitces

02.05.2025

Overcoming Objections When Clients Reject The Recommendation

In Kitces & Carl Podcast Ep 163, we explore how to engage more meaningfully with clients who don’t implement the financial advice they receive

Kitces

01.05.2025

Analyzing Republicans’ Budget Proposal For 2025 TCJA Extension

Analyzing the Congressional Republicans' Budget Proposal for the 2025 Tax Cuts and Jobs Act (TCJA) extension, and what it will mean for advisors and clients.

Kitces

30.04.2025

Next-Gen Clients' “Wealth Builder” Offering As A Main Growth Driver

#FASuccess Podcast Ep 435 with Gideon Drucker on building a sustainable next-gen offering, setting a minimum fee, and marketing through content creation.

Kitces

29.04.2025

Turn Website Visitors Into Clients With Content Marketing

How advisory firms can leverage the AIDA (Awareness, Interest, Desire, Action) framework to create an effective website content marketing for lead generation.

Kitces

26.04.2025

Weekend Reading For Financial Planners (April 26–27) 2025

This weekend reading kicks off with a survey that Americans' top "burning questions" for retirement include the amount they need to save to be comfortable.

Kitces

24.04.2025

6 Questions To Help Clients Work Through Market Fears

Following a sequence of emotion first, reasoning second, and logic third, advisors can help clients feel more grounded and less stuck in uncertain times.

Kitces

23.04.2025

Attracting HNW Clients By Focusing Not On Estate But Legacy Planning

#FASuccess Podcast Ep 434 with Vanessa N. Martinez on estate vs legacy planning, and how to engage in legacy planning conversations with high-net-worth clients.

Kitces

22.04.2025

Optimizing Planning Process For Clients Nearing Retirement

Clients who are 12 months away from retirement face a range of complex financial and emotional considerations, and may benefit from a more optimized process.

Kitces

19.04.2025

Weekend Reading For Financial Planners (April 19–20) 2025

This weekend reading kicks off with news that as total household wealth reached high of $90 trillion, so did number of households advancing the wealth ladder.

Kitces

18.04.2025

Avoiding Staff Management Duties With A Virtual Assistant

In Kitces & Carl Podcast Ep 162, we Iexplore how to master delegation, measure success with contractors, and weigh the cost of outsourcing vs hiring full-time.

Kitces

17.04.2025

4 Ways To Talk Tariffs With Clients With Empathy & Strategy

How advisors can navigate tariff-related conversations by leading with empathy and framing the conversation in a way that helps clients feel calm and grounded.

Kitces

16.04.2025

When You 10X Your Firm To $20M... And Want To 10X Again

#FASuccess Podcast Ep 433 with Cameron Passmore on engaging on a new growth path after already achieving significant growth to $20M revenue as an advisory firm.

Kitces

15.04.2025

3-Meeting Framework To Vet And Establish COI Relationships

A structured framework for COI (Centers of Influence) relationships with greater intentionality, to help advisors move beyond surface-level networking.

Kitces

12.04.2025

Weekend Reading For Financial Planners (April 12–13) 2025

This weekend reading kicks off with news the U.S. Senate has confirmed Paul Atkins to be the next Chair of the Securities and Exchange Commission (SEC).

Kitces

10.04.2025

Inspired Discovery: Asking Questions Focused On "Ideal Self"

When advisors activate the Positive Emotional Attractor (PEA) with conversations about ideal self and hopes – clients respond in a more productive way.

Kitces

08.04.2025

Input Deliverables That Show Financial Planning Value To Clients

#FASuccess Podcast Ep 432 with Seth Scott on “input deliverables” to demonstrate advisor value, and how to gain inroads with clients in a specific profession.

Kitces

08.04.2025

The Latest In Financial #AdvisorTech (April 2025)

Advisor Technology April 2025 kicks off with Wealthbox announcing a new built-in AI meeting note tool that it seeks to integrate with its existing CRM solution.

Kitces

05.04.2025

Weekend Reading For Financial Planners (April 5–6) 2025

This weekend reading kicks off with news that President Trump’s tariff announcement and subsequent market decline have led many advisors to reassure clients.

Kitces

04.04.2025

How Valuable Is Getting Feedback About Your Business Ideas?

In Kitces & Carl Podcast Ep 161, we discuss how and when to ask for feedback, how to use it constructively, and when it’s better to simply act and launch.

Kitces

03.04.2025

Using Historical Market Visualizations To Illustrate Retirement Strategies

Using Historical Market Visualization (HiMaV) present narrative and visual information to help clients grasp more abstract retirement incomes strategies.

Kitces

02.04.2025

Navigating Couples With Money Conflicts With New Questions

#FASuccess Podcast Ep 431 with Nick Rodkin on working with client couples to help them better understand and resolve their own couples conflicts around money.

Kitces

01.04.2025

Creating A Hiring Experience That Better Attracts Talent

How firms can build a smoother hiring process to better attract talent – and how small firms can distinguish themselves in a competitive talent landscape.

Kitces

29.03.2025

Weekend Reading For Financial Planners (March 29–30) 2025

This weekend reading kicks off with a survey that 70% of affluent financial advisory clients who believe their advisor acts as a fiduciary are satisfied.

Kitces

27.03.2025

10 Charts To Help Address Concerns On Market Volatility

Clearnomics shares ten charts to help advisors contextualize the current challenging market environment, and reframe volatility to address clients' concerns.

Kitces

26.03.2025

Fast-Growth Hiring Challenges Of Scaling From Scratch To $5M

#FASuccess Podcast Ep 430 with AJ Ayers on integrating delegation and training into firm infrastructure of her firm, and working scalably in a niche.

Kitces

25.03.2025

Structuring A First-Year Associate Advisor Onboarding Plan

A guide on how to create on onboarding plan for a first-year associate advisors to develop their technical and client skills with confidence.

Kitces

22.03.2025

Weekend Reading For Financial Planners (March 22–23) 2025

This weekend reading kicks off with a report from Cerulli Associates which found that asset-based fees currently represent 72.4% of advisor compensation.

Kitces

21.03.2025

Calming Client Anxiety About Trump Tariffs And Trade Wars

In Kitces & Carl Podcast Ep 160, we discuss how how empathy-centered conversations can help clients emotionally reset before engaging in rational decision-making.

Kitces

20.03.2025

4 Questions To Discover Couples' Risk Tolerance Differences

For financial advisors to accurately capture risk tolerance in couples, navigating differences in risk isn't a one-time evaluation but an ongoing conversation.

Kitces

19.03.2025

What It Takes To Really Help HNW Business Owners Navigate Their Wealth

#FASuccess Podcast Ep 429 with Ali Nasser on attracting high-net-worth business-ownes, and how to handle the topic of concentration risk with entrepreneurs.

Kitces

18.03.2025

Best AI Notetakers For Financial Advisor Meetings

Kitces Research on the best AI notetakers for financial advisors (e..g Jump, Zoom, Fireflies, etc), satisfaction ratings, and how it affects productivity.

Kitces

15.03.2025

Weekend Reading For Financial Planners (March 15–16) 2025

This weekend reading kicks off with the SEC Commissioner Hester Peirce suggesting she would like to see SEC give advisors more leeway for customized solutions.

Kitces

13.03.2025

Using Section 351 Exchanges To Tax-Efficiently Reallocate Portfolios

Section 351 exchanges present a potential solution for clients with high embedded gains. L:earn about how Section 351 exchanges work, benefits, risks, and more.

Kitces

12.03.2025

Leveraging Salesforce CRM To Systematize A Mid-Sized Advisory Firm

#FASuccess Podcast Ep 428 with Lorie Jones on leveraging Salesforce in a mid-sized firm, and making the decision of puroperational or advisory roles.

Kitces

11.03.2025

Gathering Client Feedback On What Services Matter The Most

How to craft client engagement surveys, which can be a powerful tool for advisors to identify what services matters most to clients and focus on them.

home›Kitces›Economy

Kitces - Economy

Weekend Reading For Financial Planners (May 10–11) 2025

6 Questions To Find The "Why" And Set Better Financial Goals

Hiring A Branding Firm To Best Connect With Ideal Clients

The Latest In Financial #AdvisorTech (May 2025)

Weekend Reading For Financial Planners (May 3–4) 2025

Overcoming Objections When Clients Reject The Recommendation

Analyzing Republicans’ Budget Proposal For 2025 TCJA Extension

Next-Gen Clients' “Wealth Builder” Offering As A Main Growth Driver

Turn Website Visitors Into Clients With Content Marketing

Weekend Reading For Financial Planners (April 26–27) 2025

6 Questions To Help Clients Work Through Market Fears

Attracting HNW Clients By Focusing Not On Estate But Legacy Planning

Optimizing Planning Process For Clients Nearing Retirement

Weekend Reading For Financial Planners (April 19–20) 2025

Avoiding Staff Management Duties With A Virtual Assistant

4 Ways To Talk Tariffs With Clients With Empathy & Strategy

When You 10X Your Firm To $20M... And Want To 10X Again

3-Meeting Framework To Vet And Establish COI Relationships

Weekend Reading For Financial Planners (April 12–13) 2025

Inspired Discovery: Asking Questions Focused On "Ideal Self"

Input Deliverables That Show Financial Planning Value To Clients

The Latest In Financial #AdvisorTech (April 2025)

Weekend Reading For Financial Planners (April 5–6) 2025

How Valuable Is Getting Feedback About Your Business Ideas?

Using Historical Market Visualizations To Illustrate Retirement Strategies

Navigating Couples With Money Conflicts With New Questions

Creating A Hiring Experience That Better Attracts Talent

Weekend Reading For Financial Planners (March 29–30) 2025

10 Charts To Help Address Concerns On Market Volatility

Fast-Growth Hiring Challenges Of Scaling From Scratch To $5M

Structuring A First-Year Associate Advisor Onboarding Plan

Weekend Reading For Financial Planners (March 22–23) 2025

Calming Client Anxiety About Trump Tariffs And Trade Wars

4 Questions To Discover Couples' Risk Tolerance Differences

What It Takes To Really Help HNW Business Owners Navigate Their Wealth

Best AI Notetakers For Financial Advisor Meetings

Weekend Reading For Financial Planners (March 15–16) 2025

Using Section 351 Exchanges To Tax-Efficiently Reallocate Portfolios

Leveraging Salesforce CRM To Systematize A Mid-Sized Advisory Firm

Gathering Client Feedback On What Services Matter The Most

home
›
Kitces
›
Economy