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At Kitces.com, our goal is to enhance the skills and success of genuine financial advisors. We are dedicated to supporting advisors who are passionate about their profession in their vital role of serving clients. We achieve this by providing the top online platform for research, resources, education, and training tailored for real financial planners. Our focus on authentic financial advisors enables us to create a significant impact. Each advisor we assist has the ability to support around 100 clients, multiplying our influence and reach exponentially!

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Going Deep With Business Owners And Real Estate Investors

4 days ago | kitces.com | Michael Kitces

Executive SummaryWelcome everyone! Welcome to the 443rd episode of the Financial Advisor Success Podcast!My guest on today's podcast is Griffin Kirsch. Griffin is the owner of GK Wealth Management, an RIA based in Reno, Nevada, that oversees $200 million in assets under management for 450 client households.
Attracting Like-Minded Clients By Being Vocal About Issues

1 week ago | kitces.com | Michael Kitces

Executive SummaryWelcome everyone! Welcome to the 442nd episode of the Financial Advisor Success Podcast!My guest on today's podcast is David Bahnsen. David is the founder of The Bahnsen Group, an RIA based in Newport Beach, California, that oversees approximately $7.5 billion in assets under management for 1,800 client households.
Financial Planners To Help Clients Navigate Changing Terrain?

2 weeks ago | kitces.com | Michael Kitces

Executive SummaryEvery financial or business decision brings some amount of inherent risk. However, the consequences of those decisions – positive or negative – don't always align with the actual level of risk taken. As a result, when advisors are tasked with (re-)educating clients about the potential consequences of financial decisions, there may be a disconnect between potential risk and what a client actually experiences.
What It Takes To Scale Compliance As An Independent RIA

2 weeks ago | kitces.com | Michael Kitces

Executive SummaryWelcome everyone! Welcome to the 441st episode of the Financial Advisor Success Podcast!My guest on today's podcast is Leila Shaver. Leila is the founder of My RIA Lawyer, a compliance and legal services firm based in Alpharetta, Georgia, that serves RIAs, broker-dealers, and other financial services companies.
12 Best Books For Financial Advisors To Read In 2025

2 weeks ago | kitces.com | Michael Kitces

Executive Summary2025 has had a tumultuous start for most advisory firms, as tariffs-driven market volatility has increased client anxiety and the amount of required hand-holding, forcing advisory firms to manage their own expenses a bit more closely in the face of greater revenue uncertainty.
Making Client Meetings Consistent With A “Money Personality” Assessment

3 weeks ago | kitces.com | Michael Kitces

Executive SummaryWelcome everyone! Welcome to the 440th episode of the Financial Advisor Success Podcast!My guest on today's podcast is Nina Hajjar. Nina is a partner of Stratos CA, a hybrid advisory firm affiliated with Stratos Wealth Partners and based in Los Angeles, California, that oversees approximately $500 million in assets under management for 300 client households.
Finding Repeatable Conversations To Explain Complex Concepts

1 month ago | kitces.com | Michael Kitces

Executive SummaryFinancial planning is inherently complex, especially when it comes to data gathering, analysis, and crafting well-reasoned recommendations. But delivering those recommendations in a way that clients can understand and act on is a separate skill. Advisors not only need to do the deep technical work, they also need to translate that complexity into clarity – a step that can be surprisingly time-consuming and cognitively demanding.
Planning With Purpose

1 month ago | kitces.com | Kathleen M. Rehl

Executive SummaryRetirement has long been associated with leisure, relaxation, and winding down from a long career. But as more individuals confront the emotional realities of this life transition, many find that the absence of structure, socialization, and identity once provided by work can create a gap that traditional retirement planning doesn't fully address.
Scaling Financial Planning With Monday.com As A Project Hub

1 month ago | kitces.com | Michael Kitces

Executive SummaryWelcome everyone! Welcome to the 439th episode of the Financial Advisor Success Podcast!My guest on today's podcast is Alvin Carlos. Alvin is the CEO of District Capital Management, an RIA based in Washington, D.C., that generates $850,000 of annual, primarily retainer-based, revenue serving 155 client households.
Boosting Client Satisfaction By Asking Better Questions

1 month ago | kitces.com | Michael Kitces

Executive SummaryWelcome everyone! Welcome to the 438th episode of the Financial Advisor Success Podcast!My guest on today's podcast is Nikki Savage. Nikki is a senior director in the Tampa, Florida, office of the RIA Sequoia Financial Group, where she manages approximately $150 million in assets under management for 100 client households.