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August 23, 2018
What “Works” in Digital Marketing and Social Media Advertising for Financial Advisors

By Michael Kitces

As social media usage continues to grow amongst financial advisors and their prospective clients, advisors are growing increasingly interested in whether spending money on social media advertisin... Read more

Financial Planning

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July 31, 2018
The Hierarchy of Tax-Preferenced Savings Vehicles for High-Income Earners

By Michael Kitces

The Federal government has long incentivized saving for retirement and other financial goals by offering some combination of three types of tax preferences: tax deductibility (on contributions),... Read more

Financial Planning

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June 28, 2018
Should a Financial Plan Really Be Boiled Down to an Index Card of Advice?

By Michael Kitces

Historically, getting paid for financial planning – not just to implement the recommendations, but for “The Plan” itself – meant producing a voluminous physical financial plan for which the advis... Read more

Practice Management

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May 30, 2018
11 Action Steps to Design an Extraordinary Client Experience

By Michael Kitces

As financial advisors — like any business owner — we want our clients to have a “great experience” when they do business with us, providing a high level of service and proactive communication. Ye... Read more

Practice Management

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April 24, 2018
Why It’s Easier to Market to a Financial Advisor Niche

By Michael Kitces

Most financial advisors spend relatively little on outbound marketing — which isn’t entirely surprising, given how hard it is to differentiate and stand out in a crowded marketplace. To the exten... Read more

Practice Management

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March 9, 2018
Individual Tax Planning Under The Tax Cuts And Jobs Act Of 2017

By Michael Kitces

Major tax reform typically only occurs once every decade or few. But after a tumultuous series of negotiations in both the House and Senate, a final reconciled version of the Tax Cuts and Jobs Ac... Read more

Financial Planning / Practice Management

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