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How interested financial advisors can evaluate different types of private investments, whose return profiles tend to be more opaque and challenging to analyze compared to publicly traded instruments: kitc.es/4kYUL13

40 Million Opportunities To Lead With Advice: How demonstrating expertise in helping clients during a specific major life transition can help advisors tap into a potential pool of millions of individuals who face that challenge each year kitc.es/4kYUL13

What are you reading this summer? With summer approaching, I'm excited to share my latest Summer Reading list of top books for financial advisors in 2025, from business strategies to succession planning, and more! 📚kitc.es/4kulxxS

How Do Financial Advisors Actually Charge For Their Services? For firms evaluating pricing strategies, considering how others in the industry are adapting provides useful insights. Despite ongoing changes in the philosophy of financial advice: kitc.es/4l1ShhJ

Caught Between Privacy Laws And Contracts: The Compliance Dilemma Of Taking Clients To A New Firm➡️ Moving clients requires careful coordination across 3 fronts: Federal and state privacy laws, firm privacy policies, and employment agreements. kitc.es/43PGBsD #advicers

In this episode: -How Nina's assessment categorizes clients into one of six different personality types -How Nina pairs the money personality assessment with a complementary risk tolerance survey -How Nina approaches training advisors kitc.es/4koYnJ6

Can taking a stand on divisive issues actually help you grow your firm? In #FASuccess Ep442, David L. Bahnsen shares how being vocal — even on sensitive topics like politics — helped The Bahnsen Group attract $100 million in new client assets per month. kitc.es/4dJIvOS

Predictions About AI And Work: Cal Newport shares why natural language processing tools (rather than text generation or more advanced "agents") could be the next big use case for AI in the workplace: kitc.es/4kYUL13

In this month's #AdvisorTech, FinmateAI has announced integration with PreciseFP, which will allow financial planning meeting data transfer, and then sent on to software like eMoney and RightCapital - Right Plans for Real People (and tools like Income Lab and Holistiplan) kitc.es/4kG8skK

The Portfolio Size Effect And Using A Bond Tent To Navigate The Retirement Danger Zone bit.ly/46rO8ND

Understanding the difference between tax planning and tax advice is crucial for advisors seeking to stay on the right side of this liability line. To navigate this environment, advisors may consider a two-part strategy: kitc.es/45Wu3RH

In this #FASuccess, we share the story of how Ed Slott, the IRA guy, becomes Ed Slott, the IRA guy, and how he is able to charge premium fees for accounting and education services by becoming a nationally recognized expert on IRA planning: kitc.es/4lFT5tV Ed Slott and Company

In #FASuccess Ep438, we chat with Nikki Savage, Sequoia Financial Group, and how she has been able to boost client retention and satisfaction by asking key questions that help her reach a deeper level of understanding with prospects and clients. kitc.es/4k3SIYr

The unique challenges of training advisors at a small firm, and resources and programs to help new CFPs gain real-world expertise: kitc.es/4kuWOcv

From college students to retirees, estate planning often gets filed under "I'll get around to it later", even though the risks of not planning can be significant at any point in life. kitc.es/4l1OVvo

The Kitces Research on Advisor Productivity reveals fascinating patterns in how professionals build their careers: kitc.es/4gpB6Ef 👉45% of Senior Advisors began by stepping directly into their roles 👉Associate Advisor roles are not as common an entry point as assumed

The Real Reason Big Savers Retire Early: Minimizing Retirement Savings Needs bit.ly/3PEyVTw

Can taking a stand on divisive issues actually help you grow your firm? In #FASuccess Ep442, David L. Bahnsen shares how being vocal — even on sensitive topics like politics — helped The Bahnsen Group attract $100 million in new client assets per month. kitc.es/4dJIvOS

How can advisors help clients understand dangers they haven't encountered? When advisors are tasked with (re-)educating clients about the potential consequences of financial decisions, there may be a disconnect between risk and what a client experiences. kitc.es/3ZSztJK

This #WeekendReading kicks off with the news that Senate Republicans this week released their version of major tax legislation, following the passage of similar legislation in the House of Representatives last month. kitc.es/462uiuz #advicers