www.kitces.com
Open in
urlscan Pro
2606:4700:20::681a:e32
Public Scan
Submitted URL: http://www.kitces.com/
Effective URL: https://www.kitces.com/
Submission: On June 20 via manual from US — Scanned from DE
Effective URL: https://www.kitces.com/
Submission: On June 20 via manual from US — Scanned from DE
Form analysis 2 forms found in the DOM
GET https://www.kitces.com/
<form method="get" class="search-form" id="searchform" action="https://www.kitces.com/">
<div class="search-basic">
<input type="text" class="search-form-input" aria-labelledby="search-form-input" name="s" id="s" placeholder="Search" value="">
<button type="submit" class="search-form-submit" name="submit"></button>
<button class="advanced-toggle">Advanced</button>
</div>
<div class="search-advanced">
<div class="search-advanced__row">
<div class="form-controlls">
<label for="s">Search Term: </label>
<input type="text" class="search-form-term" aria-labelledby="search-form-term" name="s" id="s" placeholder="Search" value="" disabled="">
</div>
<div class="form-controlls">
<label for="advanced-author">Author: </label>
<select id="advanced-author" class="advanced-search-form-input" aria-labelledby="search-form-input-by-author" name="by-author">
<option value="">Select an Author</option>
<optgroup label="Kitces Team">
<option value="3906"> Jeff Levine </option>
<option value="2067"> Derek Tharp </option>
<option value="4450"> Meghaan Lurtz </option>
<option value="13"> Michael Kitces </option>
<option value="12322"> Sydney Squires </option>
<option value="3193"> Ben Henry-Moreland </option>
<option value="7517"> Adam Van Deusen </option>
</optgroup>
<optgroup label="Guest Authors">
<option value="5229"> Les Abromovitz </option>
<option value="19664"> Stephen Beach </option>
<option value="881"> Sophia Bera </option>
<option value="5240"> Rafael Bernard </option>
<option value="5585"> William Bissett </option>
<option value="5237"> Stephanie Bogan </option>
<option value="13490"> John Bohnsack </option>
<option value="5400"> Ria Boner </option>
<option value="5233"> Lindsay Bourkoff </option>
<option value="5905"> Kathleen Boyd </option>
<option value="5493"> Craig Breitsprecher </option>
<option value="5119"> Caleb Brown </option>
<option value="7209"> Sean Brown </option>
<option value="15871"> Mikel Bruce </option>
<option value="6315"> Devin Carroll </option>
<option value="24780"> Carmine Cicalese </option>
<option value="5238"> Patrick Cleary </option>
<option value="5459"> Derek Coburn </option>
<option value="5282"> Ben Coombs </option>
<option value="7007"> Matt Cosgriff </option>
<option value="29333"> Ashby Daniels </option>
<option value="6300"> Lee Delahoussaye </option>
<option value="13711"> Bill Dillhoefer </option>
<option value="5583"> Kevin Dinino </option>
<option value="5155"> Richard Durso </option>
<option value="13641"> Larry Eisenberg </option>
<option value="5152"> Joe Elsasser </option>
<option value="14282"> Sarah Fallaw </option>
<option value="31109"> Todd Fithian </option>
<option value="13134"> Justin Fitzpatrick </option>
<option value="5314"> Barry D. Flagg </option>
<option value="7102"> Charles Fox </option>
<option value="4491"> Ryan Frailich </option>
<option value="24787"> Douglas Garbutt </option>
<option value="15558"> Cody Garrett </option>
<option value="5120"> Nathan Gehring </option>
<option value="5124"> Eugenie George </option>
<option value="5231"> Katie Godbout </option>
<option value="246"> John Grable </option>
<option value="2075"> Dave Grant </option>
<option value="15301"> Derek Hagen </option>
<option value="5290"> Chris Hasting </option>
<option value="5292"> Aaron Hattenbach </option>
<option value="23150"> David Haughton </option>
<option value="11559"> Jon Henschen </option>
<option value="6754"> Angie Herbers </option>
<option value="10704"> Vinicius Hiratuka </option>
<option value="29578"> Adam Holt </option>
<option value="14539"> Lauren Hong </option>
<option value="18925"> Jaqueline Hummel </option>
<option value="24776"> Mark Hurley </option>
<option value="4206"> Georgia Lee Hussey </option>
<option value="5300"> Craig Iskowitz </option>
<option value="5344"> Matthew Jarvis </option>
<option value="22606"> Steven Jarvis </option>
<option value="5584"> Ted Jenkin </option>
<option value="33662"> Andrew Johnson </option>
<option value="5346"> Liliya Jones </option>
<option value="5535"> Amy Jones </option>
<option value="4492"> Dan Kellermeyer </option>
<option value="5494"> Andrew Komarow </option>
<option value="23745"> Thomas Kopelman </option>
<option value="1934"> Erik Kroll </option>
<option value="7703"> Ben Krueger </option>
<option value="11767"> Jonathan Lachowitz </option>
<option value="5398"> Justina Lai </option>
<option value="6970"> Michael Lecours </option>
<option value="29255"> Michael Levin </option>
<option value="12453"> Jesse Lineberry </option>
<option value="5288"> Julie Littlechild </option>
<option value="16690"> Joey Loss </option>
<option value="13870"> Kristen Luke </option>
<option value="4450"> Meghaan Lurtz </option>
<option value="13832"> Shauna Mace </option>
<option value="5536"> Thusith Mahanama </option>
<option value="5079"> Maria Marsala </option>
<option value="13698"> Tim Maurer </option>
<option value="16689"> Carolyn McClanahan </option>
<option value="6098"> Megan McCoy </option>
<option value="5284"> Zach McDonald </option>
<option value="1082"> Andrew McFadden </option>
<option value="5586"> Amy McIlwain </option>
<option value="10911"> Stacey McKinnon </option>
<option value="10647"> Jane Mepham </option>
<option value="5230"> Ashley Micciche </option>
<option value="19705"> Stacy Miller </option>
<option value="13565"> Hannah Moore </option>
<option value="22432"> Kyle Moore </option>
<option value="7779"> Jay Mooreland </option>
<option value="1269"> Noah Morgan </option>
<option value="17398"> Alex Murguía </option>
<option value="2956"> Ashley Murphy </option>
<option value="17007"> Chris Murray </option>
<option value="17070"> Jake Northrup </option>
<option value="29579"> Derek Notman </option>
<option value="5302"> Zach Obront </option>
<option value="7238"> Tyler Olsen </option>
<option value="30658"> David Ortiz </option>
<option value="5362"> Philip Palaveev </option>
<option value="5169"> Amy Parvaneh </option>
<option value="5243"> Janki Patel </option>
<option value="5829"> Adam Pearce </option>
<option value="5078"> Wade Pfau </option>
<option value="5448"> Garrett Philbin </option>
<option value="21944"> Penny Phillips </option>
<option value="699"> Joe Pitzl </option>
<option value="5168"> Anna Rappaport </option>
<option value="5283"> Rajiv Rebello </option>
<option value="21351"> Kathleen Rehl </option>
<option value="5242"> Teresa Riccobuono </option>
<option value="5605"> Carl Richards </option>
<option value="1962"> Raoul Rodriguez </option>
<option value="5460"> Jeff Rose </option>
<option value="5239"> Grier Rubeling </option>
<option value="32073"> Michael Schein </option>
<option value="12243"> Taylor Schulte </option>
<option value="5461"> Bob Seawright </option>
<option value="6824"> Preeti Shah </option>
<option value="5582"> Ronald Sier </option>
<option value="6270"> Jason Siperstein </option>
<option value="5588"> Harry Sit </option>
<option value="6099"> Shelitha Smodic </option>
<option value="5146"> Ken Solow </option>
<option value="7211"> Matt Sonnen </option>
<option value="6117"> Steve Starnes </option>
<option value="10963"> Jean Sullivan </option>
<option value="23601"> Larry Swedroe </option>
<option value="5154"> Duane Thompson </option>
<option value="5173"> Jake Thorkildsen </option>
<option value="21941"> Ryan Townsley </option>
<option value="1672"> Shawn Tydlaska </option>
<option value="5285"> Sahil Vakil </option>
<option value="13619"> Kyle Van Pelt </option>
<option value="5454"> Bob Veres </option>
<option value="14361"> Jeremy Walter </option>
<option value="5462"> Lingke Wang </option>
<option value="24784"> Bryce Washum </option>
<option value="5587"> Susan Weiner </option>
<option value="5455"> Stephen Wershing </option>
<option value="29775"> Paul White </option>
<option value="2074"> Roger Whitney </option>
<option value="22239"> Jared Winkers </option>
<option value="6132"> Bill Winterberg </option>
<option value="851"> Daniel Wrenne </option>
<option value="5293"> Jon Yankee </option>
<option value="14847"> James Yaworski </option>
<option value="14062"> Elizabeth Yoder </option>
<option value="5463"> Daniel Zajac </option>
<option value="19617"> Jay Zigmont </option>
<option value="5447"> Dave Zoller </option>
</optgroup>
</select>
</div>
<div class="form-controlls">
<label for="advanced-category">Category: </label>
<select id="advanced-category" class="advanced-search-form-input" aria-labelledby="advanced-search-form-input" name="by-category">
<option value="">Select a Category</option>
<option value="65"> Annuities </option>
<option value="64"> Client Trust & Communication </option>
<option value="72"> Conferences </option>
<option value="66"> Debt & Liabilities </option>
<option value="69"> Estate Planning </option>
<option value="184"> Ethics </option>
<option value="87"> Financial Advisor Success Podcast </option>
<option value="172"> Financial Psychology </option>
<option value="70"> General Planning </option>
<option value="71"> Human Capital </option>
<option value="75"> Industry News </option>
<option value="68"> Insurance </option>
<option value="63"> Investments </option>
<option value="108"> Kitces & Carl Podcast </option>
<option value="74"> MailBag </option>
<option value="86"> Marketing </option>
<option value="76"> Nerd's Eye View </option>
<option value="77"> Personal/Career Development </option>
<option value="62"> Planning Profession </option>
<option value="61"> Practice Management </option>
<option value="91"> Regulation & Compliance </option>
<option value="67"> Retirement Planning </option>
<option value="60"> Taxes </option>
<option value="78"> Technology & Advisor FinTech </option>
<option value="1"> Uncategorized </option>
<option value="73"> Weekend Reading </option>
</select>
</div>
</div>
<div class="form-controlls">
<label>Date: </label>
<div class="date-range">
<input type="text" class="datepicker from-date hasDatepicker" name="from-date" placeholder="From Date" value="" id="dp1718902080082">
<input type="text" class="datepicker to-date hasDatepicker" name="to-date" placeholder="To Date" value="" id="dp1718902080083">
</div>
</div>
<button type="submit" class="advanced-search-button search-form-submit" name="submit">Search</button>
</div>
</form>GET https://www.kitces.com/
<form method="get" class="search-form" id="advanced-searchform" action="https://www.kitces.com/">
<div class="search-basic">
<input type="text" class="search-form-input" name="s" aria-labelledby="search-form-input-s" id="advanced-s" placeholder="Search this site..." value="" disabled="disabled">
<button type="submit" class="search-form-submit" name="submit"></button>
<button class="advanced-toggle">Advanced</button>
</div>
<div class="search-advanced">
<div class="search-advanced__row">
<div class="form-controlls">
<label for="s">Search Term: </label>
<input type="text" class="search-form-term" aria-labelledby="search-form-term" name="s" id="s" placeholder="Search" value="" disabled="">
</div>
<div class="form-controlls">
<label for="advanced-author">Author: </label>
<select id="advanced-author" class="advanced-search-form-input" aria-labelledby="search-form-input-by-author" name="by-author">
<option value="">Select an Author</option>
<optgroup label="Kitces Team">
<option value="3906"> Jeff Levine </option>
<option value="2067"> Derek Tharp </option>
<option value="4450"> Meghaan Lurtz </option>
<option value="13"> Michael Kitces </option>
<option value="12322"> Sydney Squires </option>
<option value="3193"> Ben Henry-Moreland </option>
<option value="7517"> Adam Van Deusen </option>
</optgroup>
<optgroup label="Guest Authors">
<option value="5229"> Les Abromovitz </option>
<option value="19664"> Stephen Beach </option>
<option value="881"> Sophia Bera </option>
<option value="5240"> Rafael Bernard </option>
<option value="5585"> William Bissett </option>
<option value="5237"> Stephanie Bogan </option>
<option value="13490"> John Bohnsack </option>
<option value="5400"> Ria Boner </option>
<option value="5233"> Lindsay Bourkoff </option>
<option value="5905"> Kathleen Boyd </option>
<option value="5493"> Craig Breitsprecher </option>
<option value="5119"> Caleb Brown </option>
<option value="7209"> Sean Brown </option>
<option value="15871"> Mikel Bruce </option>
<option value="6315"> Devin Carroll </option>
<option value="24780"> Carmine Cicalese </option>
<option value="5238"> Patrick Cleary </option>
<option value="5459"> Derek Coburn </option>
<option value="5282"> Ben Coombs </option>
<option value="7007"> Matt Cosgriff </option>
<option value="29333"> Ashby Daniels </option>
<option value="6300"> Lee Delahoussaye </option>
<option value="13711"> Bill Dillhoefer </option>
<option value="5583"> Kevin Dinino </option>
<option value="5155"> Richard Durso </option>
<option value="13641"> Larry Eisenberg </option>
<option value="5152"> Joe Elsasser </option>
<option value="14282"> Sarah Fallaw </option>
<option value="31109"> Todd Fithian </option>
<option value="13134"> Justin Fitzpatrick </option>
<option value="5314"> Barry D. Flagg </option>
<option value="7102"> Charles Fox </option>
<option value="4491"> Ryan Frailich </option>
<option value="24787"> Douglas Garbutt </option>
<option value="15558"> Cody Garrett </option>
<option value="5120"> Nathan Gehring </option>
<option value="5124"> Eugenie George </option>
<option value="5231"> Katie Godbout </option>
<option value="246"> John Grable </option>
<option value="2075"> Dave Grant </option>
<option value="15301"> Derek Hagen </option>
<option value="5290"> Chris Hasting </option>
<option value="5292"> Aaron Hattenbach </option>
<option value="23150"> David Haughton </option>
<option value="11559"> Jon Henschen </option>
<option value="6754"> Angie Herbers </option>
<option value="10704"> Vinicius Hiratuka </option>
<option value="29578"> Adam Holt </option>
<option value="14539"> Lauren Hong </option>
<option value="18925"> Jaqueline Hummel </option>
<option value="24776"> Mark Hurley </option>
<option value="4206"> Georgia Lee Hussey </option>
<option value="5300"> Craig Iskowitz </option>
<option value="5344"> Matthew Jarvis </option>
<option value="22606"> Steven Jarvis </option>
<option value="5584"> Ted Jenkin </option>
<option value="33662"> Andrew Johnson </option>
<option value="5346"> Liliya Jones </option>
<option value="5535"> Amy Jones </option>
<option value="4492"> Dan Kellermeyer </option>
<option value="5494"> Andrew Komarow </option>
<option value="23745"> Thomas Kopelman </option>
<option value="1934"> Erik Kroll </option>
<option value="7703"> Ben Krueger </option>
<option value="11767"> Jonathan Lachowitz </option>
<option value="5398"> Justina Lai </option>
<option value="6970"> Michael Lecours </option>
<option value="29255"> Michael Levin </option>
<option value="12453"> Jesse Lineberry </option>
<option value="5288"> Julie Littlechild </option>
<option value="16690"> Joey Loss </option>
<option value="13870"> Kristen Luke </option>
<option value="4450"> Meghaan Lurtz </option>
<option value="13832"> Shauna Mace </option>
<option value="5536"> Thusith Mahanama </option>
<option value="5079"> Maria Marsala </option>
<option value="13698"> Tim Maurer </option>
<option value="16689"> Carolyn McClanahan </option>
<option value="6098"> Megan McCoy </option>
<option value="5284"> Zach McDonald </option>
<option value="1082"> Andrew McFadden </option>
<option value="5586"> Amy McIlwain </option>
<option value="10911"> Stacey McKinnon </option>
<option value="10647"> Jane Mepham </option>
<option value="5230"> Ashley Micciche </option>
<option value="19705"> Stacy Miller </option>
<option value="13565"> Hannah Moore </option>
<option value="22432"> Kyle Moore </option>
<option value="7779"> Jay Mooreland </option>
<option value="1269"> Noah Morgan </option>
<option value="17398"> Alex Murguía </option>
<option value="2956"> Ashley Murphy </option>
<option value="17007"> Chris Murray </option>
<option value="17070"> Jake Northrup </option>
<option value="29579"> Derek Notman </option>
<option value="5302"> Zach Obront </option>
<option value="7238"> Tyler Olsen </option>
<option value="30658"> David Ortiz </option>
<option value="5362"> Philip Palaveev </option>
<option value="5169"> Amy Parvaneh </option>
<option value="5243"> Janki Patel </option>
<option value="5829"> Adam Pearce </option>
<option value="5078"> Wade Pfau </option>
<option value="5448"> Garrett Philbin </option>
<option value="21944"> Penny Phillips </option>
<option value="699"> Joe Pitzl </option>
<option value="5168"> Anna Rappaport </option>
<option value="5283"> Rajiv Rebello </option>
<option value="21351"> Kathleen Rehl </option>
<option value="5242"> Teresa Riccobuono </option>
<option value="5605"> Carl Richards </option>
<option value="1962"> Raoul Rodriguez </option>
<option value="5460"> Jeff Rose </option>
<option value="5239"> Grier Rubeling </option>
<option value="32073"> Michael Schein </option>
<option value="12243"> Taylor Schulte </option>
<option value="5461"> Bob Seawright </option>
<option value="6824"> Preeti Shah </option>
<option value="5582"> Ronald Sier </option>
<option value="6270"> Jason Siperstein </option>
<option value="5588"> Harry Sit </option>
<option value="6099"> Shelitha Smodic </option>
<option value="5146"> Ken Solow </option>
<option value="7211"> Matt Sonnen </option>
<option value="6117"> Steve Starnes </option>
<option value="10963"> Jean Sullivan </option>
<option value="23601"> Larry Swedroe </option>
<option value="5154"> Duane Thompson </option>
<option value="5173"> Jake Thorkildsen </option>
<option value="21941"> Ryan Townsley </option>
<option value="1672"> Shawn Tydlaska </option>
<option value="5285"> Sahil Vakil </option>
<option value="13619"> Kyle Van Pelt </option>
<option value="5454"> Bob Veres </option>
<option value="14361"> Jeremy Walter </option>
<option value="5462"> Lingke Wang </option>
<option value="24784"> Bryce Washum </option>
<option value="5587"> Susan Weiner </option>
<option value="5455"> Stephen Wershing </option>
<option value="29775"> Paul White </option>
<option value="2074"> Roger Whitney </option>
<option value="22239"> Jared Winkers </option>
<option value="6132"> Bill Winterberg </option>
<option value="851"> Daniel Wrenne </option>
<option value="5293"> Jon Yankee </option>
<option value="14847"> James Yaworski </option>
<option value="14062"> Elizabeth Yoder </option>
<option value="5463"> Daniel Zajac </option>
<option value="19617"> Jay Zigmont </option>
<option value="5447"> Dave Zoller </option>
</optgroup>
</select>
</div>
<div class="form-controlls">
<label for="advanced-category">Category: </label>
<select id="advanced-category" class="advanced-search-form-input" aria-labelledby="advanced-search-form-input" name="by-category">
<option value="">Select a Category</option>
<option value="65"> Annuities </option>
<option value="64"> Client Trust & Communication </option>
<option value="72"> Conferences </option>
<option value="66"> Debt & Liabilities </option>
<option value="69"> Estate Planning </option>
<option value="184"> Ethics </option>
<option value="87"> Financial Advisor Success Podcast </option>
<option value="172"> Financial Psychology </option>
<option value="70"> General Planning </option>
<option value="71"> Human Capital </option>
<option value="75"> Industry News </option>
<option value="68"> Insurance </option>
<option value="63"> Investments </option>
<option value="108"> Kitces & Carl Podcast </option>
<option value="74"> MailBag </option>
<option value="86"> Marketing </option>
<option value="76"> Nerd's Eye View </option>
<option value="77"> Personal/Career Development </option>
<option value="62"> Planning Profession </option>
<option value="61"> Practice Management </option>
<option value="91"> Regulation & Compliance </option>
<option value="67"> Retirement Planning </option>
<option value="60"> Taxes </option>
<option value="78"> Technology & Advisor FinTech </option>
<option value="1"> Uncategorized </option>
<option value="73"> Weekend Reading </option>
</select>
</div>
</div>
<div class="form-controlls">
<label>Date: </label>
<div class="date-range">
<input type="text" class="datepicker from-date hasDatepicker" name="from-date" placeholder="From Date" value="" id="dp1718902080084">
<input type="text" class="datepicker to-date hasDatepicker" name="to-date" placeholder="To Date" value="" id="dp1718902080085">
</div>
</div>
<button type="submit" class="advanced-search-button search-form-submit" name="submit">Search</button>
</div>
</form>Text Content
Kitces.com
Advancing Knowledge in Financial Planning
* Start Here
* Become Member
* Individual
* Group
* CE Catalog
* For Advicers
* Live Webinars
* Courses
* Marketing Summit
* Financial Planning Value Summit
* IAR Ethics CE Day
* Business Solutions
* Advicer Manifesto
* For Consumers
* Gen X/Y
* Retirees
* Engage
* Speaking
* Consulting
* Research
* AdvisorTech
* FP Process
* Marketing
* Wellbeing
* Resources
* FinTech Map
* AdvisorTech Directory
* Master Conference List
* Best Books
* Best Of Posts
* CFP Scholarships
* Top Blogs
* FAS Resources
* Contact
* Reach Out
* Media
* How To Contribute
Login Search Close Search
Advanced
Search Term:
Author: Select an Author Jeff Levine Derek Tharp Meghaan Lurtz Michael Kitces
Sydney Squires Ben Henry-Moreland Adam Van Deusen Les Abromovitz Stephen Beach
Sophia Bera Rafael Bernard William Bissett Stephanie Bogan John Bohnsack Ria
Boner Lindsay Bourkoff Kathleen Boyd Craig Breitsprecher Caleb Brown Sean Brown
Mikel Bruce Devin Carroll Carmine Cicalese Patrick Cleary Derek Coburn Ben
Coombs Matt Cosgriff Ashby Daniels Lee Delahoussaye Bill Dillhoefer Kevin Dinino
Richard Durso Larry Eisenberg Joe Elsasser Sarah Fallaw Todd Fithian Justin
Fitzpatrick Barry D. Flagg Charles Fox Ryan Frailich Douglas Garbutt Cody
Garrett Nathan Gehring Eugenie George Katie Godbout John Grable Dave Grant Derek
Hagen Chris Hasting Aaron Hattenbach David Haughton Jon Henschen Angie Herbers
Vinicius Hiratuka Adam Holt Lauren Hong Jaqueline Hummel Mark Hurley Georgia Lee
Hussey Craig Iskowitz Matthew Jarvis Steven Jarvis Ted Jenkin Andrew Johnson
Liliya Jones Amy Jones Dan Kellermeyer Andrew Komarow Thomas Kopelman Erik Kroll
Ben Krueger Jonathan Lachowitz Justina Lai Michael Lecours Michael Levin Jesse
Lineberry Julie Littlechild Joey Loss Kristen Luke Meghaan Lurtz Shauna Mace
Thusith Mahanama Maria Marsala Tim Maurer Carolyn McClanahan Megan McCoy Zach
McDonald Andrew McFadden Amy McIlwain Stacey McKinnon Jane Mepham Ashley
Micciche Stacy Miller Hannah Moore Kyle Moore Jay Mooreland Noah Morgan Alex
Murguía Ashley Murphy Chris Murray Jake Northrup Derek Notman Zach Obront Tyler
Olsen David Ortiz Philip Palaveev Amy Parvaneh Janki Patel Adam Pearce Wade Pfau
Garrett Philbin Penny Phillips Joe Pitzl Anna Rappaport Rajiv Rebello Kathleen
Rehl Teresa Riccobuono Carl Richards Raoul Rodriguez Jeff Rose Grier Rubeling
Michael Schein Taylor Schulte Bob Seawright Preeti Shah Ronald Sier Jason
Siperstein Harry Sit Shelitha Smodic Ken Solow Matt Sonnen Steve Starnes Jean
Sullivan Larry Swedroe Duane Thompson Jake Thorkildsen Ryan Townsley Shawn
Tydlaska Sahil Vakil Kyle Van Pelt Bob Veres Jeremy Walter Lingke Wang Bryce
Washum Susan Weiner Stephen Wershing Paul White Roger Whitney Jared Winkers Bill
Winterberg Daniel Wrenne Jon Yankee James Yaworski Elizabeth Yoder Daniel Zajac
Jay Zigmont Dave Zoller
Category: Select a Category Annuities Client Trust & Communication Conferences
Debt & Liabilities Estate Planning Ethics Financial Advisor Success Podcast
Financial Psychology General Planning Human Capital Industry News Insurance
Investments Kitces & Carl Podcast MailBag Marketing Nerd's Eye View
Personal/Career Development Planning Profession Practice Management Regulation &
Compliance Retirement Planning Taxes Technology & Advisor FinTech Uncategorized
Weekend Reading
Date:
Search
* Main Menu
* Start Here
* Become Member
* Individual
* Group
* CE Catalog
* For Advicers
* Live Webinars
* Courses
* Financial Planning Value Summit
* Digital Marketing Summit
* IAR CE Day
* Business Solutions
* Advicer Manifesto
* For Consumers
* Gen X/Y
* Retirees
* Engage
* Speaking
* Consulting
* Research
* AdvisorTech
* FP Process
* Marketing
* Wellbeing
* Resources
* FinTech Map
* AdvisorTech Directory
* Master Conference List
* Best Books
* Best Of Posts
* CFP Scholarships
* Top Blogs
* FAS Resources
* Contact
* Reach Out
* Media
* How To Contribute
* Podcasts
* Financial Advisor Success
* Kitces & Carl
* Apply/Recommend Guest
* Blog Categories
* Annuities
* Client Trust & Communication
* Conferences
* Debt & Liabilities
* Estate Planning
* General Planning
* Human Capital
* Industry News
* Insurance
* Investments
* MailBag
* Marketing
* Personal/Career Development
* Planning Profession
* Practice Management
* Regulation & Compliance
* Retirement Planning
* Taxes
* Technology & Advisor FinTech
* Weekend Reading
Connect With Me
* Podcasts
* Financial Advisor Success
* Kitces & Carl
* Apply/Recommend Guest
* Blog Categories
* CE Eligible
* Annuities
* Client Trust & Communication
* Conferences
* Debt & Liabilities
* Estate Planning
* Ethics
* General Planning
* Human Capital
* Industry News
* Insurance
* Investments
* MailBag
* Marketing
* Nerd’s Eye View
* Personal/Career Development
* Planning Profession
* Practice Management
* Regulation & Compliance
* Retirement Planning
* Taxes
* Technology & Advisor FinTech
* Weekend Reading
* Search
* Login
Advanced
Search Term:
Author: Select an Author Jeff Levine Derek Tharp Meghaan Lurtz Michael Kitces
Sydney Squires Ben Henry-Moreland Adam Van Deusen Les Abromovitz Stephen Beach
Sophia Bera Rafael Bernard William Bissett Stephanie Bogan John Bohnsack Ria
Boner Lindsay Bourkoff Kathleen Boyd Craig Breitsprecher Caleb Brown Sean Brown
Mikel Bruce Devin Carroll Carmine Cicalese Patrick Cleary Derek Coburn Ben
Coombs Matt Cosgriff Ashby Daniels Lee Delahoussaye Bill Dillhoefer Kevin Dinino
Richard Durso Larry Eisenberg Joe Elsasser Sarah Fallaw Todd Fithian Justin
Fitzpatrick Barry D. Flagg Charles Fox Ryan Frailich Douglas Garbutt Cody
Garrett Nathan Gehring Eugenie George Katie Godbout John Grable Dave Grant Derek
Hagen Chris Hasting Aaron Hattenbach David Haughton Jon Henschen Angie Herbers
Vinicius Hiratuka Adam Holt Lauren Hong Jaqueline Hummel Mark Hurley Georgia Lee
Hussey Craig Iskowitz Matthew Jarvis Steven Jarvis Ted Jenkin Andrew Johnson
Liliya Jones Amy Jones Dan Kellermeyer Andrew Komarow Thomas Kopelman Erik Kroll
Ben Krueger Jonathan Lachowitz Justina Lai Michael Lecours Michael Levin Jesse
Lineberry Julie Littlechild Joey Loss Kristen Luke Meghaan Lurtz Shauna Mace
Thusith Mahanama Maria Marsala Tim Maurer Carolyn McClanahan Megan McCoy Zach
McDonald Andrew McFadden Amy McIlwain Stacey McKinnon Jane Mepham Ashley
Micciche Stacy Miller Hannah Moore Kyle Moore Jay Mooreland Noah Morgan Alex
Murguía Ashley Murphy Chris Murray Jake Northrup Derek Notman Zach Obront Tyler
Olsen David Ortiz Philip Palaveev Amy Parvaneh Janki Patel Adam Pearce Wade Pfau
Garrett Philbin Penny Phillips Joe Pitzl Anna Rappaport Rajiv Rebello Kathleen
Rehl Teresa Riccobuono Carl Richards Raoul Rodriguez Jeff Rose Grier Rubeling
Michael Schein Taylor Schulte Bob Seawright Preeti Shah Ronald Sier Jason
Siperstein Harry Sit Shelitha Smodic Ken Solow Matt Sonnen Steve Starnes Jean
Sullivan Larry Swedroe Duane Thompson Jake Thorkildsen Ryan Townsley Shawn
Tydlaska Sahil Vakil Kyle Van Pelt Bob Veres Jeremy Walter Lingke Wang Bryce
Washum Susan Weiner Stephen Wershing Paul White Roger Whitney Jared Winkers Bill
Winterberg Daniel Wrenne Jon Yankee James Yaworski Elizabeth Yoder Daniel Zajac
Jay Zigmont Dave Zoller
Category: Select a Category Annuities Client Trust & Communication Conferences
Debt & Liabilities Estate Planning Ethics Financial Advisor Success Podcast
Financial Psychology General Planning Human Capital Industry News Insurance
Investments Kitces & Carl Podcast MailBag Marketing Nerd's Eye View
Personal/Career Development Planning Profession Practice Management Regulation &
Compliance Retirement Planning Taxes Technology & Advisor FinTech Uncategorized
Weekend Reading
Date:
Search
×
PLEASE CONTACT YOUR FIRM'S GROUP ADMIN
IAR CE is only available if your organization contracts with Kitces.com for the
credit.
Please contact your firm's group administrator to enable this feature.
If you do not know who your group administrator is you may contact
members@kitces.com
FINANCIAL PLANNING KNOWLEDGE TO HELP YOU BETTER SERVE YOUR CLIENTS.
PRACTICE MANAGEMENT IDEAS YOU CAN IMPLEMENT YOURSELF.
60,305 financial advicers stay up to date with the latest from the Nerd's Eye
View.
Join Your Fellow Advicers And See What We’re Talking About Close
“7 Financial Advisory Blogs that rock”
“Top 10 Influential Blog for Financial Advisors”
“#1 Favorite Financial Blog for Advisors”
“Best of the Best for Advisors”
“#1 of Top 10 Industry Blogs”
“Power Tweeter”
WANT CE CREDIT FOR READING ARTICLES LIKE THIS?
Learn More!
CREATING INCENTIVE TRUSTS TO FOSTER BENEFICIARY LEGACIES WITHOUT SPOILING THE
KIDS
June 19, 2024 07:01 am 0 Comments CATEGORY: Estate Planning
The role of estate planning is most commonly considered to be about transferring
assets from one generation to the next in the most efficient manner possible
(e.g., how to minimize the burden of estate taxes and avoid the public spectacle
of the probate process). And yet, looking at estate planning solely through the
lens of assets on a balance sheet can make it easy to overlook the reality that
people often have other, intangible assets that they wish to pass on to the next
generation, such as values, lessons, and opportunities to pursue lifelong
passions that can't be achieved – and in many cases may be contradicted – by a
simple transfer of cash.
So it often makes sense to think of estate planning not only in terms of which
assets go to which person, but also in terms of how best to use those assets to
incentivize the types of behavior that the assets' owner wants to instill in
their heirs. As while will-based transfers and cash gifts generally impose no
restrictions on how they're used by their beneficiaries, certain types of
trust-based estate plans can allow an individual to set very specific guidelines
for how their assets are held and under which circumstances they can be
distributed.
The most common example involves trust provisions that direct assets to be
distributed to beneficiaries once they obtain a certain age (e.g., at age 21 or
30) or stagger distributions at multiple ages. However, it's possible to get
much more specific and to allow distributions that are tied to specific
conditions that incentivize the beneficiary, such as academic achievements (like
maintaining a certain GPA or attaining advanced degrees), life events (like
getting married or buying a first home), or even the level of the beneficiary's
own earned income (like allowing for 'matching' distributions equal or in
proportion to the amount of income that the beneficiary earns).
In addition to incentivizing behaviors, trust provisions can also include tools
to disincentivize certain behaviors. For beneficiaries who have known behavioral
issues such as gambling or substance abuse, the trustee may be able to delay
distributions until there is evidence that the behaviors have been curtailed.
Likewise, an individual wanting to avoid litigation or family conflict as the
result of a contested estate (e.g., by a family member who feels they were
treated unfairly) can include a "no contest" clause that effectively disinherits
anyone who takes legal action against the estate.
The key point is that as with most financial planning topics, advisors can play
a role in helping to guide clients to the most appropriate solutions for their
goals, including how to carry on their legacy of personal values. By asking
questions to clarify the client's aims in leaving money to their beneficiaries
and then helping them find an estate administrator or trustee and an attorney
who can draft a trust that reflects the client's goals, advisors can assist
clients in making sure their legacy is preserved for generations to come!
Read More...
#FASUCCESS EP 390: HELPING PROSPECTS FIND THEIR WAY TO YOU ONLINE WITH (LOCAL)
SEO, WITH BRENT CARNDUFF
June 18, 2024 07:02 am 2 Comments CATEGORY: Financial Advisor Success Podcast
Welcome back to the 390th episode of the Financial Advisor Success Podcast!
My guest on today's podcast is Brent Carnduff. Brent is the founder of Advisor
Rankings, a marketing firm based in Boise, Idaho that specializes in search
engine optimization for financial advisors.ated near them.
In this episode, we talk in-depth about how Brent helps advisors improve their
local SEO, starting by claiming and then accurately and completely filling out
their firm's Google Business Profile page, why Brent recommends that advisors
ask their clients (consistently and systematically, to be compliant) to write a
review on Google in order to boost both the firm's search ranking and the number
of prospects who actually visit the firm's website, and why Brent views local
SEO as an opportunity for advisors who already work with clients in their
geographic area to turn their existing presence into a geographic niche that
more effectively attracts new nearby prospects.
We also talk about Brent's advice for maximizing organic SEO to attract clients
with planning needs that match the advisor's expertise, including the optimal
cadence and length of content for SEO purposes, Brent's recommendations for
selecting topics for website content, in particular writing lengthy
hyper-specific posts on focused subjects that won't appear on more generalist
websites but are relevant to the firm's ideal clientele, and Brent's tips for
coming up with ideas for content, such as by simply writing articles to answer
the questions that an advisor's clients are already asking.
And be certain to listen to the end, where Brent shares how serving a specific
client niche can play a major role in helping an advisor really rise in Google
search rankings, why Brent finds that local SEO can have a positive impact in 6
months but organic content-based SEO has to be a more long-term investment for a
firm, and why Brent hired a coach to get his own business to the next level,
especially by helping him to price his services at their real value, and helping
him to get more comfortable in delegating tasks so he can focus his time on
providing his SEO expertise to the advisors he serves.
So, whether you're interested in learning about how Brent assists advisors in
improving their local SEO, content strategies that Brent recommends that
advisors can leverage to resonate with their target clientele, or how Brent
advises on maximizing organic SEO, then we hope you enjoy this episode of the
Financial Advisor Success podcast, with Brent Carnduff
Read More...
HOW FINANCIAL ADVISERS CAN BOOST ONLINE REPUTATION THROUGH GOOGLE REVIEWS (WHILE
COMPLYING WITH SEC MARKETING RULE REQUIREMENTS)
June 17, 2024 07:01 am 1 Comment CATEGORY: Marketing
Online reviews are commonly given and used by consumers across many industries,
from finding a good restaurant in a new town to reviewing a lawn care service
provider. Nonetheless, fewer than 10% of SEC-registered investment advisers
report using them, even though the SEC’s updated investment adviser marketing
rule allows financial advisors to proactively encourage testimonials (from
clients), use endorsements (from non-clients), and highlight their own ratings
on various third-party review sites. Which suggests that advisers have an
opportunity to leverage the power of online reviews, which can act as "evergreen
referrals" and drive more prospects to seek out the firm’s services, all while
adhering to their firm’s compliance requirements.
While some advisors might be concerned that reviews they encourage clients to
make on the firm’s Google Business Profile could be seen as advertisements
(creating additional compliance requirements), the language of the rule (and the
SEC’s stated intent behind it) suggests that by providing all clients an equal
opportunity to leave candid feedback on a Google Business Profile would not in
and of itself turn that content into an advertisement (unless the content was
later endorsed or approved by the adviser). However, selectively asking a subset
of clients for testimonials, or guiding their responses to encourage more
positive content (involving themselves in the preparation of the content), would
likely result in the content being considered a communication of the adviser,
potentially rendering it an advertisement subject to the disclosure and
compliance requirements of the marketing rule.
Even though the updated marketing rule has enhanced advisers’ ability to
leverage online reviews, some advisers might wonder whether clients will
actually leave reviews (and, if, so, whether they will be positive). However, an
analysis of thousands of Google reviews from financial advisory firms around the
country shows not only that clients are willing to leave reviews (particularly
if the firm has a proactive strategy for review generation), but also that firms
with the most reviews tended to have higher than average ratings for advisory
firms overall. Further, advisers tend to have higher ratings than businesses in
other industries (perhaps reflecting the financial planning industry’s high
retention rates and ability to make a difference in clients’ lives!).
To create an effective (and compliant) Google review strategy, a starting point
for advisers is to update their Form ADV to reflect the use of testimonials and
their Policies & Procedures to govern their approach to collecting, approving,
and sharing testimonials. Next, by taking a proactive approach to reinforcing
where they add value (e.g., because the most enthusiastic testimonials related
to clients feeling like their adviser was delivering a personalized plan,
advisers who address client concerns directly and make them feel a part of the
process could generate more positive reviews). Further, advisers can potentially
reduce the number of negative reviews received by ensuring that prospect and
client relationships that do not work out (e.g., when a prospect does not meet
the firm’s asset minimum) are handled respectfully (e.g., by referring the
prospect to another advisor who might be able to better meet their needs) so
that the individual does not feel compelled to leave a negative review.
Ultimately, the key point is that the SEC’s updated marketing rule provides
advisers with the opportunity to boost their online reputation through the use
of online reviews. And by taking a proactive approach (both to encouraging
reviews and to meeting the rule’s requirements), advisers can potentially
increase the number of inbound prospects they attract while remaining in
compliance with the marketing rule’s requirements!
Read More...
WEEKEND READING FOR FINANCIAL PLANNERS (JUNE 15-16)
June 14, 2024 02:00 pm 1 Comment CATEGORY: Weekend Reading
Enjoy the current installment of "Weekend Reading For Financial Planners" - this
week's edition kicks off with the news that a recent study found that advisory
teams tend to have higher assets under management per advisor, serve wealthier
clients on average, and have stronger growth than solo advisors, thanks in part
to the efficiencies gained from sharing expertise and back-office support.
Nevertheless, these findings could reflect self-selection amongst advisors, with
those who don't want to grow past a certain satisfying income (happily and
profitably) remaining as solos, and those seeking greater growth upside joining
teams.
Also in industry news this week:
* While an infusion of Private Equity (PE) capital has shaken up the RIA M&A
market, the ultimate implications for advisors, their clients, and the PE
firms themselves remain unclear
* A recent study has found that a significant portion of 'DIY' investors are
open to working with a human advisor (and paying for the service), with 'just
in time' advice potentially providing an opening for advisors to demonstrate
their value
From there, we have several articles on retirement planning:
* Practical considerations for advisors when engaging in (partial) Roth
conversions, from assessing the "effective marginal rate" paid on the
conversion to deciding when during the year to complete the conversion(s)
* Why regular portfolio rebalancing could be sub-optimal for retirees and how a
"rising equity glide path" could lead to greater portfolio size and longevity
* Why an advisor's tools for helping clients successfully navigate the early
years of retirement extend beyond asset allocation
We also have a number of articles on practice management:
* A 6-step plan for advisory firms to create a compensation plan that reflects
their values and goals
* How firms can use cash bonuses, equity opportunities, and non-monetary perks
to attract and retain top talent
* A survey of Gen Y and Gen Z advisors indicates that many of the factors that
make a firm attractive to them, from the company culture to training and
mentorship opportunities, do not necessarily have to cost firms in terms of
hard dollars
We wrap up with 3 final articles, all about overcoming limiting beliefs:
* Tactics for overcoming limiting beliefs and "impostor syndrome" from the
"WOOP" technique to participating in "mastermind" groups
* How self-compassion can help one overcome excessive self-criticism and become
more resilient when things go wrong
* A 6-step approach to 'defuse' negative thoughts and shift towards more
empowering beliefs
Enjoy the 'light' reading!
Read More...
KITCES & CARL EP 140: ARE YOU WORRYING ABOUT SCALE BEFORE YOU EVEN HAVE A SCALE
PROBLEM
June 13, 2024 07:03 am 0 Comments CATEGORY: Kitces & Carl Podcast
As the financial advice industry continues to move toward providing full-blown
professional services rather than focusing primarily on product sales, advisory
(advicery?) firms are increasingly experiencing similar stages of growth in
their practices. From the initial stage of onboarding their first clients to the
point of hitting a capacity wall and deciding whether to increase their
headcount, and later to a threshold where an ensemble business eventually
becomes an enterprise, advicers face many of the same challenges and
opportunities along the way. Conversations around these commonalities often work
their way into the broader advicer community, and one topic that frequently
crops up is the concept of scale, which denotes a disproportionate increase in
revenues over expenses (often because of increased efficiencies within the
business), and is distinct from "growth", which involves a proportional increase
in both revenue and expenses. Often, advicers whose firms are still in the early
stages of development begin thinking about how they can scale their business,
which begs the question: Are advicers worrying about how they'll scale their
business long before scale is even an issue?
In our 140th episode of Kitces & Carl, Michael Kitces and client communication
expert Carl Richards discuss how early-career advicers can sometimes get
distracted by questions around how they can scale their practices, the issues
they should really be focusing their time and energy on instead, and strategies
they can use to identify what sort of business they want to build in the first
place.
Advicer concerns around scaling typically present in a couple of ways. The first
is based on the fear that, if the advicer introduces a new service, scaling it
will be difficult because the margins are too low. Put another way, the advicer
has a pricing problem and hopes that the economies of scale can correct for not
charging enough. Another concern centers around increasing headcount, where
advicers who don't want to hire and manage staff begins looking at technology as
the key to achieving better margins while keeping headcount low.
The reality is that most advisory firms run profit margins around 25%, which
means that the better way to increase profitability isn't to 'scale' margins by
another couple hundred basis points but to grow the business and make the same
profit margin on a larger number. In fact. worrying about scale can really be an
excuse the advicer leans on to not do the next thing that would help move their
business forward. Instead, an advicer's business would be far better served by
prioritizing the most immediate problems, and more often than not this involves
focusing on how to add more clients to first reach capacity, and then figuring
out where to go next. Or put another way, is a major software upgrade really
necessary for an advicer to serve their next 10 clients more effectively, or
would the advicer's time be better spent re-examining pricing structures,
marketing strategies, or service offerings?
The key point is that advicery (😊) firm owners may find it tempting to explore
projects that keep them from addressing their most immediate problems. However,
the most successful entrepreneurs are those who are able to quickly identify the
most pressing issue they face, and solving for whatever may be blocking their
progress/ And it's by focusing on doing the next hard thing that will ultimately
be the most effective means of moving their practices forward and improving the
trajectory of their bottom line!
Read More...
WANT CE CREDIT FOR READING ARTICLES LIKE THIS?
Learn More!
WHEN ARE ADVISORS (FINANCIALLY) LIABLE FOR NEGLIGENT INVESTMENT ADVICE? (AND WHO
PAYS FOR IT)
June 12, 2024 07:04 am 2 Comments CATEGORY: Regulation & Compliance
Financial advisors, as professionals whose clients rely on their advice to make
financial decisions, are legally and financially responsible for the advice that
they give. For example, if an advisor recommends an investment that prioritizes
the commission they would receive rather than any benefit the client would
derive from it, they could incur fines and sanctions for violating their
fiduciary duty as an advisor. Or if an advisor knowingly misled a client in
giving information that led them to make an investment decision, they could be
penalized for giving fraudulent advice under state or Federal law.
But liability for advisors also extends to situations where they may not have
intended to give false information, but nevertheless provided advice that caused
the client to incur financial loss. In these situations, advisors can still be
held liable – and required to pay restitution – for 'negligent' investment
advice if they're determined to have failed to exercise due care when making a
recommendation to a client.
Which means that when an advisor recommends a certain investment strategy for a
client, their standards of care should dictate that they first make sure that
the strategy is within the client's tolerance for risk. Otherwise, if the
advisor doesn't account for the client's stated risk tolerance when making the
recommendation (or doesn't bother to assess their risk tolerance to begin with),
and the portfolio declines with the client incurring losses as a result, the
advisor could be required by a jury or arbitrator to pay back the client for
those losses. And as courts have found over time, even types of advisors' who do
not owe a fiduciary duty to their clients – e.g., broker-dealer representatives
and insurance producers in certain instances – can still be found liable for
giving negligent advice if their customers rely on the information that they
give to make decisions about which products to buy.
Notably, even though individual advisors are liable for the advice they give, it
is often the advisory firm that employs them that ultimately pays out any
liability-related payments to clients. In some cases, that might be because the
firm itself is held jointly liable with the advisor (which is allowed when the
advisor's negligent advice or recommendations are given within the scope of
their duties as an employee). In others, it's because the firm has Errors &
Omissions (E&O) insurance that covers the liabilities of itself and its
employees. And often, the firm is simply more likely to have the resources to
pay a liability claim than an individual advisor. (Although individual advisors
may face further consequences, like regulatory fines and sanctions, loss of
professional designations, and public disclosure of the advisor's disciplinary
history, that affect themselves and their careers.)
The key point is that advisor liability doesn't just affect individual advisors
who are held accountable for their own advice: If an advisor is found liable for
giving negligent advice, it also impacts the firm they work for and, by
extension, the reputations of the other advisors they work with. Which is why
it's important for advisors thinking about joining a firm to consider the firm's
culture and how well it trains its advisors (and reinforces the training) on
exercising due care in giving financial advice. Because ultimately, it's better
to be surrounded by others who take care in advising their clients than to be
the only one doing so!
Read More...
* 1
* 2
* 3
* …
* 504
* Next »
JOIN OVER 60,305 FELLOW ADVISORS NOW…
...& receive a free copy of our report:
Quantifying the Value of Financial Planning Advice
Sign Up Now
You didn’t sell them this life insurance coverage, but you’ve got analyze the
37-page policy as part of the financial plan. We built a masterclass to show you
how to do it, thoroughly but efficiently.
Learn More
x
Nerd’s Eye View Praise
* “Top 10 Influential Blog for Financial Advisors”
* “#1 Favorite Financial Blog for Advisors”
* “Top 10 Influential Blog for Financial Advisors”
* “Best of the Best for Advisors”
* “Financial Advisory Blogs that rock”
* “#1 of Top 10 Industry Blogs”
WHAT MICHAEL'S READING
Supercommunicators: How to Unlock the Secret Language of Connection
- Charles Duhigg
get it now
Michael's Full Book List
POPULAR POSTS
* 3 Ways To Ask For Referrals More Effectively Based On Pro-Social Psychology
by Meghaan Lurtz
April 17, 2023 0
* Creating Client Service Calendars That Demonstrate Ongoing Advisor Value
by Adam Van Deusen
February 13, 2023 0
* 101 Things That Advisors Actually DO To Add Value (Beyond Just Allocating A
Portfolio)
by Adam Van Deusen
November 28, 2022 2
* The Growth Of Collaborative Planning – And Decline Of “The (Written
Financial) Plan”
by Adam Van Deusen
July 26, 2023 0
* Repurposing Digital Marketing Content: How I Grew My RIA Revenue To
$16K/Month In Less Than 14 Months
by Thomas Kopelman
January 23, 2023 0
* How Different Monte Carlo Models Perform In The Real World: Assessing Quality
Of Predictiveness In Retirement Income Forecasting Models
by Derek Tharp
April 12, 2023 0
OUT AND ABOUT
Jun
20
Chicago Booth
Speaker: Jeffrey Levine
Location: Chicago, IL
Jul
11
YCharts
Speaker: Michael Kitces
Location: Webinar
Jul
17
NAPFA Genesis
Speaker: Michael Kitces
Location: Webinar
View Full Schedule
Nerd’s Eye View Praise
* “Top 10 Influential Blog for Financial Advisors”
* “#1 Favorite Financial Blog for Advisors”
* “Top 10 Influential Blog for Financial Advisors”
* “Best of the Best for Advisors”
* “Financial Advisory Blogs that rock”
* “#1 of Top 10 Industry Blogs”
x
JOIN OVER 60,305 FELLOW ADVISORS NOW…
...& receive a free copy of our report:
Quantifying the Value of Financial Planning Advice
Sign Up Now
* Our Team
* About Michael
* Career Opportunities
* Advicer Manifesto
* Permissions / Reprints
* Disclosures / Disclaimers
* Privacy Policy
* Terms of Use
SHOWCASE YOUR EXPERTISE
How To Contribute
Submit Podcast Guest
Submit Guest Webinar
Submit Guest Post
Submit Summit Guest Presentation
STAY IN TOUCH
*
*
*
*
*
*
*
*
QUESTIONS?
General Inquiries: Questions@Kitces.com
Members Assistance: Members@Kitces.com
FAQ
All Other Questions,
Or Reach Michael Directly:
Contact Michael
© 2024 Kitces.com. All Rights Reserved
This browser is no longer supported by Microsoft and may have performance,
security, or missing functionality issues. For the best experience using
Kitces.com we recommend using one of the following browsers.
* Microsoft Edge
* Mozilla Firefox
* Google Chrome
* Safari for Mac
Join 60,305 fellow Financial Advicers, get our latest research as it's
released, and receive a free copy of The Kitces Report on "Quantifying the Value
of Financial Planning Advice"!
Email
Get Blog Updates!
Privacy Policy
Email for Kitces only. NO third-party ads!