Michael Kitces

@UCXc_P8cKMbUvHFyDwAtz--Q - 15.8K subscribers

One nerd's perspective on the financial planning world... Publisher of The Kitces Report and the blog Nerd's Eye View at www.kitces.com

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Ep 496: Lessons Learned From Building A $60B Advisory Enterprise with Shannon Eusey

Ep 496: Lessons Learned From Building A $60B Advisory Enterprise with Shannon Eusey Michael Kitces

238 views - 4 days ago

When Clients Would Rather Feel More Financially Successful Than Take Action - Kitces & Carl Ep 193

When Clients Would Rather Feel More Financially Successful Than Take Action - Kitces & Carl Ep 193 Michael Kitces

339 views - 1 week ago

Ep 495: Scaling To $3.5M Of (Flat-Fee) Revenue by Leaning into A Unique Retirement Income Approac...

Ep 495: Scaling To $3.5M Of (Flat-Fee) Revenue by Leaning into A Unique Retirement Income Approac... Michael Kitces

494 views - 1 week ago

Training Next-Gen Advisors In Business Development By Getting Really Clear | Kristin Harad Ep494

Training Next-Gen Advisors In Business Development By Getting Really Clear | Kristin Harad Ep494 Michael Kitces

353 views - 2 weeks ago

Balancing Between Serving Clients Creatively And Optimizing Business Outcomes - Kitces & Carl Ep 192

Balancing Between Serving Clients Creatively And Optimizing Business Outcomes - Kitces & Carl Ep 192 Michael Kitces

442 views - 3 weeks ago

How To Better Help Business Owner Clients Depending On The Stage Of Their Business Journey

How To Better Help Business Owner Clients Depending On The Stage Of Their Business Journey Michael Kitces

541 views - 3 weeks ago

Growing To $350M AUM By Putting Client Cash Flow At The Center Of The Process | David Mozeika Ep493

Growing To $350M AUM By Putting Client Cash Flow At The Center Of The Process | David Mozeika Ep493 Michael Kitces

546 views - 3 weeks ago

Getting Your Team's Best Work Through Steward Leadership On The Path To $500M | Mary Chapman Ep492

Getting Your Team's Best Work Through Steward Leadership On The Path To $500M | Mary Chapman Ep492 Michael Kitces

287 views - 1 month ago

Challenges In Engaging The Disengaged Spouse Of A Client Couple - Kitces & Carl Ep 191

Challenges In Engaging The Disengaged Spouse Of A Client Couple - Kitces & Carl Ep 191 Michael Kitces

444 views - 1 month ago

Demonstrating Hard-Dollar Tax Savings For Business Owner Clients | Patrick Lonergan Ep491

Demonstrating Hard-Dollar Tax Savings For Business Owner Clients | Patrick Lonergan Ep491 Michael Kitces

537 views - 1 month ago

Ep 490: Attracting And Retaining HNW Clients By Being More Available For Their Multigenerational ...

Ep 490: Attracting And Retaining HNW Clients By Being More Available For Their Multigenerational ... Michael Kitces

470 views - 1 month ago

The Advisor Talent Shortage Will AI Solve... Or Exacerbate It? - Kitces & Carl Ep 190

The Advisor Talent Shortage Will AI Solve... Or Exacerbate It? - Kitces & Carl Ep 190 Michael Kitces

773 views - 1 month ago

Ep 489: Winning More Clients By Talking Less And Reducing Friction For Prospects with Sara Grillo

Ep 489: Winning More Clients By Talking Less And Reducing Friction For Prospects with Sara Grillo Michael Kitces

628 views - 1 month ago

Ep 488: Bringing Hiring In-House To Support Rapid Growth After Doubling AUM To $600M In One Year ...

Ep 488: Bringing Hiring In-House To Support Rapid Growth After Doubling AUM To $600M In One Year ... Michael Kitces

381 views - 1 month ago

Navigating Change Fatigue With And While Serving Clients - Kitces & Carl Ep 189

Navigating Change Fatigue With And While Serving Clients - Kitces & Carl Ep 189 Michael Kitces

540 views - 2 months ago

Ep 487: Building The Team And Tech To Serve Thousands Of (Advice-Only) Clients Efficiently with L...

Ep 487: Building The Team And Tech To Serve Thousands Of (Advice-Only) Clients Efficiently with L... Michael Kitces

362 views - 2 months ago

Ep 486: Lessons Learned from How Mega-RIAs Are Scaling Their People to Support Growth with Lisa C...

Ep 486: Lessons Learned from How Mega-RIAs Are Scaling Their People to Support Growth with Lisa C... Michael Kitces

372 views - 2 months ago

The Remarkable Liquidity Of Financial Advisory Firms When Planning Retirement - Kitces & Carl Ep 188

The Remarkable Liquidity Of Financial Advisory Firms When Planning Retirement - Kitces & Carl Ep 188 Michael Kitces

713 views - 2 months ago

Ep 485: Exercises to Help Clients Better Navigate the Transition to Retirement After Having Done ...

Ep 485: Exercises to Help Clients Better Navigate the Transition to Retirement After Having Done ... Michael Kitces

401 views - 2 months ago

Ep 484: Scaling To $1B AUM By Recognizing Your (Rainmaker) Strengths And Delegating The Rest with...

Ep 484: Scaling To $1B AUM By Recognizing Your (Rainmaker) Strengths And Delegating The Rest with... Michael Kitces

644 views - 2 months ago

Mitigating Risk From Litigious Clients When Your Advisor Team Grows Beyond You -Kitces & Carl Ep 187

Mitigating Risk From Litigious Clients When Your Advisor Team Grows Beyond You -Kitces & Carl Ep 187 Michael Kitces

451 views - 3 months ago

Closing Clients with an "Approach Talk" Method - Erin Botsford | Financial Advisor Success Ep483

Closing Clients with an "Approach Talk" Method - Erin Botsford | Financial Advisor Success Ep483 Michael Kitces

1.1K views - 3 months ago

Growing by Connecting with Clients on LinkedIn - Justin Brownlee | Financial Advisor Success Ep482

Growing by Connecting with Clients on LinkedIn - Justin Brownlee | Financial Advisor Success Ep482 Michael Kitces

595 views - 3 months ago

Communicating The Value Of Financial Planning That Clients Don't Come For - Kitces & Carl Ep 186

Communicating The Value Of Financial Planning That Clients Don't Come For - Kitces & Carl Ep 186 Michael Kitces

1K views - 3 months ago

Leveraging Tech To Scale Financial Planning To Next Gen -Adam Dell | Financial Advisor Success Ep481

Leveraging Tech To Scale Financial Planning To Next Gen -Adam Dell | Financial Advisor Success Ep481 Michael Kitces

591 views - 3 months ago

Leveraging SEO To Build A Pipeline Of Prospects - Helen Stephens | Financial Advisor Success Ep480

Leveraging SEO To Build A Pipeline Of Prospects - Helen Stephens | Financial Advisor Success Ep480 Michael Kitces

406 views - 3 months ago

Financial Planning Value Disconnect: When Clients Don't Appreciate Long-Term - Kitces & Carl Ep 185

Financial Planning Value Disconnect: When Clients Don't Appreciate Long-Term - Kitces & Carl Ep 185 Michael Kitces

831 views - 3 months ago

Maintaining Work/Life Balance While 4Xing The Firm - Andy Panko | Financial Advisor Success Ep479

Maintaining Work/Life Balance While 4Xing The Firm - Andy Panko | Financial Advisor Success Ep479 Michael Kitces

521 views - 4 months ago

Fixing Marketing Funnels So The Phone Rings - Kendra Wright | Financial Advisor Success Ep478

Fixing Marketing Funnels So The Phone Rings - Kendra Wright | Financial Advisor Success Ep478 Michael Kitces

509 views - 4 months ago

The Unexpected Ways AI Is Changing Content Marketing For Financial Advisors - Kitces & Carl Ep 184

The Unexpected Ways AI Is Changing Content Marketing For Financial Advisors - Kitces & Carl Ep 184 Michael Kitces

708 views - 4 months ago

Finding Real Uses For AI To Create Custom Value- Christopher Haigh | Financial Advisor Success Ep477

Finding Real Uses For AI To Create Custom Value- Christopher Haigh | Financial Advisor Success Ep477 Michael Kitces

631 views - 4 months ago

Deciding To Add A Partner After Leaving A Partnership -Kathy Longo | Financial Advisor Success Ep476

Deciding To Add A Partner After Leaving A Partnership -Kathy Longo | Financial Advisor Success Ep476 Michael Kitces

269 views - 4 months ago

Should Advisors Provide Opinions Or Let Clients To Choose Their Path? - Kitces & Carl Ep 183

Should Advisors Provide Opinions Or Let Clients To Choose Their Path? - Kitces & Carl Ep 183 Michael Kitces

723 views - 4 months ago

Deeper Tax Planning Capabilities To Grow To $600M - Erik Brenner | Financial Advisor Success Ep475

Deeper Tax Planning Capabilities To Grow To $600M - Erik Brenner | Financial Advisor Success Ep475 Michael Kitces

561 views - 5 months ago

Gaining Skills And Team To Serve UHNW Clients - Blair duQuesnay | Financial Advisor Success Ep474

Gaining Skills And Team To Serve UHNW Clients - Blair duQuesnay | Financial Advisor Success Ep474 Michael Kitces

691 views - 5 months ago

Why Advisor Succession Plans Fail: Retirement Age Is Peak Advisor Happiness - Kitces & Carl 182

Why Advisor Succession Plans Fail: Retirement Age Is Peak Advisor Happiness - Kitces & Carl 182 Michael Kitces

867 views - 5 months ago

Defending AI With Human Aspects Of Life Planning - George Kinder | Financial Advisor Success Ep473

Defending AI With Human Aspects Of Life Planning - George Kinder | Financial Advisor Success Ep473 Michael Kitces

559 views - 5 months ago

Multigenerational Planning To Serve HNW Clients - Carli Smith | Financial Advisor Success Ep472

Multigenerational Planning To Serve HNW Clients - Carli Smith | Financial Advisor Success Ep472 Michael Kitces

398 views - 5 months ago

Helping Clients With AI Bubble Fears To Stay The Course - Kitces & Carl 181

Helping Clients With AI Bubble Fears To Stay The Course - Kitces & Carl 181 Michael Kitces

842 views - 5 months ago

Being Dispensable Enough To Take A Sabbtical - Dennis Morton | Financial Advisor Success Ep471

Being Dispensable Enough To Take A Sabbtical - Dennis Morton | Financial Advisor Success Ep471 Michael Kitces

429 views - 5 months ago

Growing To $500M With A HNW Client Service Calendar - Debra Taylor | Financial Advisor Success Ep470

Growing To $500M With A HNW Client Service Calendar - Debra Taylor | Financial Advisor Success Ep470 Michael Kitces

723 views - 6 months ago

Aligning Capital With What's Important By Focusing On Where You PAY Attention - Kitces & Carl Ep 180

Aligning Capital With What's Important By Focusing On Where You PAY Attention - Kitces & Carl Ep 180 Michael Kitces

524 views - 6 months ago

Specializing In Sound Income Sources For Retirees - David Scranton | Financial Advisor Success Ep469

Specializing In Sound Income Sources For Retirees - David Scranton | Financial Advisor Success Ep469 Michael Kitces

233 views - 5 months ago

Navigating Succession When Cancer Forces Retirement - Kay Dee Cole | Financial Advisor Success Ep468

Navigating Succession When Cancer Forces Retirement - Kay Dee Cole | Financial Advisor Success Ep468 Michael Kitces

168 views - 6 months ago

Holding Back From Hiring Associate Advisors Fearing They're Going To Move On - Kitces & Carl Ep 179

Holding Back From Hiring Associate Advisors Fearing They're Going To Move On - Kitces & Carl Ep 179 Michael Kitces

655 views - 6 months ago

Conversations To Build Rapport With Prospects - Derek Kinney | Financial Advisor Success Ep467

Conversations To Build Rapport With Prospects - Derek Kinney | Financial Advisor Success Ep467 Michael Kitces

1K views - 6 months ago

Doubling AUM By Making Investments To Systematize - Morgan Nichols | Financial Advisor Success Ep466

Doubling AUM By Making Investments To Systematize - Morgan Nichols | Financial Advisor Success Ep466 Michael Kitces

492 views - 7 months ago

Helping Retired Clients To Actually Start Spending And Enjoying Their Money - Kitces & Carl Ep 178

Helping Retired Clients To Actually Start Spending And Enjoying Their Money - Kitces & Carl Ep 178 Michael Kitces

1.2K views - 7 months ago

Making Sell-Or-Keep Decision When You Hit A Wall - Todd Pisarczyk | Financial Advisor Success Ep465

Making Sell-Or-Keep Decision When You Hit A Wall - Todd Pisarczyk | Financial Advisor Success Ep465 Michael Kitces

326 views - 7 months ago

Shaping The Development Of Next Gen Advisors - Katie Calagui | Financial Advisor Success Ep464

Shaping The Development Of Next Gen Advisors - Katie Calagui | Financial Advisor Success Ep464 Michael Kitces

301 views - 7 months ago

Ways To Say No To Avoid Making Yourself Too Busy - Kitces & Carl Ep 177

Ways To Say No To Avoid Making Yourself Too Busy - Kitces & Carl Ep 177 Michael Kitces

534 views - 7 months ago

Coaching Clients To Make More Effective Referrals - David Stevens | Financial Advisor Success Ep463

Coaching Clients To Make More Effective Referrals - David Stevens | Financial Advisor Success Ep463 Michael Kitces

520 views - 7 months ago

Finding The Path To Equity Ownership - Maggie Rapplean | Financial Advisor Success Ep462

Finding The Path To Equity Ownership - Maggie Rapplean | Financial Advisor Success Ep462 Michael Kitces

213 views - 8 months ago

Ways To Say Yes Sustainably To Prospects In Need Who Don’t Fit Your Minimums - Kitces & Carl Ep 176

Ways To Say Yes Sustainably To Prospects In Need Who Don’t Fit Your Minimums - Kitces & Carl Ep 176 Michael Kitces

656 views - 8 months ago

Helping Clients Live Generously With Charitable Giving- Zac Larson | Financial Advisor Success Ep461

Helping Clients Live Generously With Charitable Giving- Zac Larson | Financial Advisor Success Ep461 Michael Kitces

222 views - 8 months ago

Establishing Systems To Serve Ultra-HNW Clients - Stephanie Hughes | Financial Advisor Success Ep460

Establishing Systems To Serve Ultra-HNW Clients - Stephanie Hughes | Financial Advisor Success Ep460 Michael Kitces

563 views - 8 months ago

Visual Sketches As Conversation Starters To Help Make Better Decisions - Kitces & Carl Ep 175

Visual Sketches As Conversation Starters To Help Make Better Decisions - Kitces & Carl Ep 175 Michael Kitces

1K views - 8 months ago

Working With Clients' CPAs For Better Tax Planning - Steven Jarvis | Financial Advisor Success Ep459

Working With Clients' CPAs For Better Tax Planning - Steven Jarvis | Financial Advisor Success Ep459 Michael Kitces

531 views - 8 months ago

Overcoming Perfectionism Burnout While Serving Clients- Lisa Brown | Financial Advisor Success Ep458

Overcoming Perfectionism Burnout While Serving Clients- Lisa Brown | Financial Advisor Success Ep458 Michael Kitces

345 views - 8 months ago

What Jobs Have You Given Money (That Shape How You Give Advice)? - Kitces & Carl Ep 174

What Jobs Have You Given Money (That Shape How You Give Advice)? - Kitces & Carl Ep 174 Michael Kitces

463 views - 9 months ago