What is a Fractional Financial Behavior Officer? In #FASuccess Podcast Ep381, Ashley Quamme shares how she helps advisory firms figure out why their clients are getting stuck in their financial journey through advisor training, client support and more: bit.ly/3W0APRM

Advisory firm owners selling their firms to next-gen advisors within their practice don't always have to structure a deal as a all-or-nothing transaction. In this podcast, we talk about ways to structure an internal succession that can make sense for both. bit.ly/3VPzXiv

A lot has changed over the 20+ years since the issuance of the 'Internet Adviser Exemption', and after instances of non-compliance, the SEC issued an amendment on March 27, 2024. Chris Stanley covers important nuances to note in the article: bit.ly/4deMAtX #advicers

Limits Of Tax Diversification And The Tax Alpha Of Roth Optimization bit.ly/3Pl4i5d

5 Secrets For Advisors To Network Effectively Without Burning Out: How advisors can evaluate financial advisor conferences and other networking opportunities to make the most worthwhile investments of their time and money. ThinkAdvisor bit.ly/3QhjvnN #advicers

My guest on #FASuccess podcast Ep383 is Troy Sharpe, Founder and CEO of OakHarvestFinancial. He shares how they drive organic growth through multi-pronged marketing, including a YouTube channel that allowed the firm to grow from $85M-$750M AUM in the past 5 years. bit.ly/3WmShA4

In this Ep379 of #FASuccess , Hans Blake of Intelligent Investing shares his journey on creating Intelligrations. He shares:
-What led him to create Intelligrations
-How he prioritizes it to focus on higher-level financial goals
-A sample report
bit.ly/4cCRIYv #advicers

Many advisors offer estate planning guidance to clients, but because few are also legal professionals, they collaborate with attorneys. David Haughton Commonwealth shares how advisors can add value and create mutually beneficial arrangements. bit.ly/4biKIyz

Isolating IRA Basis For More Tax Efficient Roth IRA Conversions bit.ly/44LL7Xd

Kitces Research suggests that the more marketing techniques advisors implement, the faster their firms grow. But with limited resources, how can advisors do that? Managing Editor Sydney Squires explains how 1 content can be used for 6 different techniques. bit.ly/4arvDdI

Why The Rent Vs Buy Decision Is More Complex Than It Might Seem: How advisors can help clients analyze the choice of renting/buying a home, from modeling unknowable financial variables to helping them explore non-financial considerations. Nick Maggiulli bit.ly/3QhjvnN

How ‘Free’ RIA Custodians Make It Difficult To Determine Which Is Actually The Most Expensive bit.ly/44WBk03

In a discovery meeting, advicers have a short period of time to gain a deeper understanding about the prospect. Meghaan Lurtz, Ph.D. shares reflection questions that can be used to help prospects identify the actions they can take to make progress toward their goals. bit.ly/3wxnsh7

How To Choose The Best TAMP To Work With And Factors To Consider bit.ly/44bS4Ap

The Federal Trade Commission released a final rule that would ban most non-compete agreements, which could lead to an increasing number of non-solicit agreements between financial planning firms and their advisors. bit.ly/3QhjvnN #advicers

Many advisors are recognizing the impact they have on clients' lives beyond solving financial challenges. Which begs the question: Is there a missed opportunity to market themselves as providing value that transcends goal-based needs? Kitces & Carl Ep133: bit.ly/3wJF7lO

This week kicks off with the news that U.S. Department of Labor released the final version of its Retirement Security Rule, which is set to go into effect in September and would represent a significant shift toward greater fiduciary standards. bit.ly/3QhjvnN #advicers

Why You Should Only Buy Insurance Protection And Annuity Guarantees Expected To Lose You Money (On Average) bit.ly/3pdsYCe

New lines starting to be drawn. Major B/D suggests that maybe new DoL Fiduciary rule isn't so problematic after all; appears to mostly be targeted indexed annuity sales to retirees, not brokers?

'New DOL rule no big deal, says Stifel's Kruszewski' investmentnews.com/broker-dealers…

The real opportunity of tracking marketing and sales activity is figuring out where to focus time and energy to make improvements that result in better business development outcomes. We share a 'Kitces Marketing Activity and Prospect Pipeline Tracker': bit.ly/3uMoIwf