Nerd's Eye View

1 week 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.

1 week 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.

1 week 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.

2 weeks 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.

3 weeks ago | kitces.com | Michael Kitces

Executive SummaryYoung advisors may feel – and face – an extra burden to prove their expertise to clients. After all, it can feel odd to create an estate plan that will impact a client’s grandchildren… when those grandchildren may be older than the advisor themselves! And while any advisor needs to determine how much detail to share when explaining strategic decisions, younger advisors may feel added pressure to prove their credibility.