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The latest study by The Kitces Report of advisors' well-being found five key drivers of their happiness with work — and many firms are falling short.

Michael He is a Senior Director at Simon-Kucher, where he is focused on helping insurance and Insurtech companies accelerate growth by refining their pricing, sales, and go-to-market strategies. With over 17 years of experience spanning financial institutions, insurance, and technology, he is a strategic leader in AI/ML transformation, sales, data, and pricing.​ Michael guides clients through industry shifts, helping them harness data-driven insights to make smarter, more strategic decisions. His expertise lies in translating complex analytics into actionable strategies that drive sustainable profitability and competitive advantage. Michael holds both an undergraduate degree in Economics and Computer Science, as well as an MBA in Corporate Finance and Accounting from the University of Rochester.

Lera Kooper serves as chief operating officer and equity partner at Accountability Services. Drawing on her background as a business owner and her dual degrees in accounting and supply chain management from Central Washington University, she helps clients understand how financial data and strategic planning work together to unlock growth.

The payouts come as UBS nears completing its integration of Credit Suisse, which it bought in 2023.

The spring media buy for the CFP Board's ad push to increase public trust in and visibility of certified financial planners will cost $14.6 million and run to May 17.