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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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