Nerd's Eye View
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!
Outlet metrics
Global
#242400
United States
#58479
Finance/Investing
#562
Articles
-
1 week ago |
kitces.com | Michael Kitces
Executive SummaryWelcome everyone! Welcome to the 436th episode of the Financial Advisor Success Podcast!My guest on today's podcast is Nicole Gopoian Wirick. Nicole is the president of Prosperity Wealth Strategies, an RIA based in Bloomfield Hills, Michigan, that oversees $70 million in assets under management for 40 client households.
-
2 weeks ago |
kitces.com | Michael Kitces
Executive SummaryAdvisors spend a lot of time crafting their financial advice recommendations – and how they deliver those recommendations – for their clients. These ultra-personalized suggestions are central to what makes financial advice valuable and can have a significant impact on a client's life. So, what happens when a client doesn't act on that advice – especially when their inaction can compromise their financial and holistic wellbeing?
-
2 weeks ago |
kitces.com | Michael Kitces
Executive SummaryWelcome everyone! Welcome to the 435th episode of the Financial Advisor Success Podcast!My guest on today's podcast is Gideon Drucker. Gideon is the CEO of Drucker Wealth, a hybrid advisory firm based in New York City, that oversees approximately $1 billion in assets under management for 800 client households.
-
3 weeks ago |
kitces.com | Michael Kitces
Executive SummaryWelcome everyone! Welcome to the 434th episode of the Financial Advisor Success Podcast!My guest on today's podcast is Vanessa N. Martinez. Vanessa is the CEO of Expressive Wealth, an RIA based in Chicago, Illinois, that oversees $135 million in assets under management for approximately 70 client households, including 10 ‘core' ultra-high-net-worth families.
-
4 weeks ago |
kitces.com | Michael Kitces
Executive SummaryHiring a contractor is an exciting step for many advisory firms. It represents a chance to delegate tasks, step away from day-to-day operations with more peace of mind, and pass a key milestone of (traditional) firm growth. However, hiring contractors isn’t without its complications. Even outsourced support requires some oversight, and delegation doesn’t always go as far as some might hope.
Contact details
Address
123 Example Street
City, Country 12345
Phone
+1 (555) 123-4567
Contact Forms
Contact Form
Website
http://kitces.comTry JournoFinder For Free
Search and contact over 1M+ journalist profiles, browse 100M+ articles, and unlock powerful PR tools.
Start Your 7-Day Free Trial →