Michael Kitces

In #FASuccess Ep438, we chat with Nikki Savage, Sequoia Financial Group, and how she has been able to boost client retention and satisfaction by asking key questions that help her reach a deeper level of understanding with prospects and clients. https://t.co/LGbKQy5hdc https://t.co/8QTKhXrCC0

Our analysis identifies 3 key market dynamics: importance vs adoption, satisfaction vs adoption, and intent to change. Understanding these help vendors navigate whether they're creating new demand or competing in saturated segments. 2023 Tech Study: https://t.co/ye70Fqbi1b https://t.co/AzoRstawtU

Turn Website Visitors Into Clients: Without a structured approach, content creation can cost valuable time without leading to meaningful leads. How firms can leverage the AIDA (Awareness, Interest, Desire, Action) framework to create a clear strategy: https://t.co/Z15OG2I16m https://t.co/WQFxP3pgeM

Big news - Fireflies has launched an advisor-specific version of its AI notetaker, dubbed "Fireflies for Finance". Real news, though, is that it's available for Fireflies' base price - starting at $10/month for the Pro version. So Fireflies for Finance will cost less in a year

The new "separate accounting" rule creates more flexibility for retirement account owners who want to name a trust as their account beneficiary while still optimizing the tax treatment of distributions for each of the trust beneficiaries. https://t.co/7f3l1vpC0r

For so long, LPL was a brand known to advisors, but not consumers. Which the company touted as a benefit, leading with its independent advisors (who market themselves) and not its own brand. But some complained that clients didn't understand who was holding their money. Schwab

Optimal Design Of A Financial Advisor’s Office: Insights from the Financial Planning Performance Lab https://t.co/20Kh3wOt1U

Analyzing The Individual Tax Provisions Of The House Republicans’ 2025 Proposed Tax Bill: https://t.co/ZOoJQ3rry0 -Core Provisions Of TCJA Extended Permanently -SALT Cap Increased To $30,000 (Or More?) -Itemized Deduction Limitations For The 37% Tax Bracket and more! https://t.co/STaUjwZkgS

My 6 Top Tips For Advisors To Regain Control Of Your Email Inbox https://t.co/mHgOpTkXW8

May 2025's #AdvisorTech kicks off with news that @altruist has announced a $152M fundraising round, the latest in an increasing series of capital raises as it builds out new tech features to compete with "Big 2" custodians of @CharlesSchwab and @Fidelity. https://t.co/3QjtLImcnm

The pros and cons of four alternatives to 529 plans for education savings, including taxable brokerage accounts and Roth IRAs, and more on education planning this #WeekendReading: https://t.co/KmKJ5YhYxJ

In #FASuccess Ep438, we chat with Nikki Savage, Sequoia Financial Group, and how she has been able to boost client retention and satisfaction by asking key questions that help her reach a deeper level of understanding with prospects and clients. https://t.co/LGbKQy5hdc https://t.co/5zgcqeyKQv

Frameworks like SMART (Specific, Measurable, Achievable, Relevant, and Time) goals can be great for implementation, but aren't always designed to spark emotional connection. @MeghaanL shares 6 questions to help clients find their (real) "why": https://t.co/PFlYVczCmw #advicers https://t.co/zJCnmGnaxo

Our guest on #FASuccess Ep436 is Nicole Gopoian Wirick, president of Prosperity Wealth Strategies, shares how hiring a branding consultant and creating a 'brand DNA' has helped her attract and connect with clients who fit her ideal client persona. https://t.co/DgTLK8oEGz https://t.co/AWrqNOnPYH

The unique challenges of training advisors at a small firm, and resources and programs to help new CFPs gain real-world expertise: https://t.co/U4hfyN7gKw https://t.co/QdAXhSMfzK

Ultra-personalized suggestions are central to what makes financial advice valuable. So, what happens when a client doesn't act on that advice? In our 163rd episode of Kitces & Carl, we explore how to engage meaningfully with clients who don't implement: https://t.co/bDn1SR39md https://t.co/TPFIZtxqgL

Firms don't have to be niche to be strategic: Kristen Luke shares how the "Who, What, How" framework can help with micro-targeting and leverage the effectiveness of niche marketing and market like a niche speclist without having one: https://t.co/ySkYVoTndC https://t.co/jast4o0FZn