Michael Kitces, MSFS, MTax, CFP, a Financial Planning contributing writer, is head of planning strategy for
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A detailed proposal can turn prospects into clients, but only if advisors can gather the right data.
November 2 -
There really is such a thing as good advice badly given.
October 26 -
As mega firms scale up and niche advisors specialize further, profits for a vast swath of the advisory market are getting squeezed.
October 12 -
Advisors can prune their practices to focus on the most profitable individuals — but it takes more than just time.
October 5 -
The net outflows are staggering, but recent studies show the relationship is far more nuanced.
September 24 -
Because most advisors are generalists, up-and-coming planners can seek out almost any niche to explore.
September 10 -
The more you learn, the more you realize how little you know.
September 6 -
The upfront tax benefits are undeniable, but that doesn’t necessarily help business owners in the long run.
August 27 -
Many want to work as holistic planners, but common, entry-level jobs can easily lead to dead ends.
August 17 -
Non-discretionary accounts may comprise the bulk of a client’s net worth, but are traditionally out of an advisor’s sphere of influence.
August 10
