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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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Articles

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

1 week ago | kitces.com | Michael Kitces

LOGIN or CREATE AN ACCOUNT TO SAVE ARTICLE TO YOUR LIST Welcome everyone! Welcome to the 433rd episode of the Financial Advisor Success Podcast!My guest on today's podcast is Cameron Passmore. Cameron is the CEO of PWL Capital, a wealth management firm based in Ottawa, Canada, that oversees just over $5 billion Canadian dollars (or approximately $3.5B U.S. dollars) in assets under management for 2,400 client households.
Input Deliverables That Show Financial Planning Value To Clients

2 weeks ago | kitces.com | Michael Kitces

Executive SummaryWelcome everyone! Welcome to the 432nd episode of the Financial Advisor Success Podcast!My guest on today's podcast is Seth Scott. Seth is the founder of Heartwood Financial Planning, an advisory firm affiliated with PlanMember Securities Corporation that is based in Fresno, California, and oversees approximately $100 million in assets under management for 850 client households.
How Valuable Is Getting Feedback About Your Business Ideas?

3 weeks ago | kitces.com | Michael Kitces

Executive SummaryLaunching a new business venture is often a creative – and somewhat vulnerable – act. Whether it's opening a new firm, publishing a book, or even just posting on social media, each public-facing offering reflects many hours of ideation, refinement, and effort.
Navigating Couples With Money Conflicts With New Questions

3 weeks ago | kitces.com | Michael Kitces

Executive SummaryWelcome everyone! Welcome to the 431st episode of the Financial Advisor Success Podcast!My guest on today's podcast is Nick Rodkin. Nick is the managing partner of Stoic Financial, an LPL-affiliated advisory firm based in Boynton Beach, Florida, that oversees $107 million in assets under management for 70 client households.
Fast-Growth Hiring Challenges Of Scaling From Scratch To $5M

1 month ago | kitces.com | Michael Kitces

Executive SummaryWelcome everyone! Welcome to the 430th episode of the Financial Advisor Success Podcast!My guest on today's podcast is AJ Ayers. AJ is the co-founder of Brooklyn Fi, an RIA based in Brooklyn, New York but operating as a fully remote business, that oversees $370 million in assets under management for more than 400 client households.
Calming Client Anxiety About Trump Tariffs And Trade Wars

1 month ago | kitces.com | Michael Kitces

Executive SummaryWhenever the markets become ‘scary' due to current events, advisors can anticipate calls from anxious clients wondering what to do next. These clients are often in fight-or-flight mode, which can make it difficult to have a rational discussion or a productive conversation about their financial plan. And if an advisor jumps straight to data – trying to ‘prove' why staying the course is the right decision – the client may become even more frustrated and reactive.
What It Takes To Really Help HNW Business Owners Navigate Their Wealth

1 month ago | kitces.com | Michael Kitces

Executive SummaryWelcome everyone! Welcome to the 429th episode of the Financial Advisor Success Podcast!My guest on today's podcast is Ali Nasser. Ali is the Founder of the Wealth Integration System for Entrepreneurs, an education and coaching company based in Houston, Texas, that works with entrepreneurs facing a liquidity event and trying to figure out what's next… and financial advisors who serve them.
Best AI Notetakers For Financial Advisor Meetings

1 month ago | kitces.com | Michael Kitces

Executive SummaryWith each passing decade, not only does technology evolve at an ever more dramatic pace, but each new wave comes faster than the last.
Leveraging Salesforce CRM To Systematize A Mid-Sized Advisory Firm

1 month ago | kitces.com | Michael Kitces

LOGIN or CREATE AN ACCOUNT TO SAVE ARTICLE TO YOUR LIST Welcome everyone! Welcome to the 428th episode of the Financial Advisor Success Podcast!My guest on today's podcast is Lorie Jones. Lorie is the wealth manager of Fearless Financial Advisors, a dba of hybrid advisory firm Fidelis Wealth Advisors based in Castle Rock, Colorado, where Lorie personally oversees $30 million in assets under management for 88 client households.
When You Promised Early Clients Fees You Can No Longer Honor

1 month ago | kitces.com | Michael Kitces

Executive SummaryNew financial advisors often start with below-market fees – sometimes to build confidence that prospects will actually pay, other times to attract clients quickly and establish a base. But as the firm grows, so does an advisor's skill set and the demands on their time. And while new clients often come in at higher fees, early clients may still be paying well below the firm's current rates.