Nerd's Eye View | Kitces.com

Commentary from Michael Kitces on Financial Planning News & Strategies

Current Articles

• Weekend Reading For Financial Planners (April 4–5)
  2026-04-03 18:00 UTC by Sydney Squires
• Mitigating Risk From (Litigious) Clients When Your Advisor Team Grows Beyond You: Kitces & Carl 187
  2026-04-02 11:01 UTC by Michael Kitces
• 10 Charts To Address Client Concerns On 2026 Geopolitical Conflict, Rising Oil Prices, Tariffs, Inflation, And More
  2026-04-01 11:02 UTC by James Liu
• Closing (More Affluent) Clients In The First Meeting With An “Approach Talk” Method To Create Urgency: #FASuccess Ep 483 With Erin Botsford
  2026-03-31 11:02 UTC by Michael Kitces
• Social Media For Advisors: Market Scalably With Evergreen Content
  2026-03-30 11:02 UTC by Sydney Squires
• Weekend Reading For Financial Planners (March 28–29)
  2026-03-27 17:15 UTC by Ben Henry-Moreland
• Gifting Strategies That Allow Business-Owner Clients To Save (Millions Of) Dollars In Estate And Income Taxes
  2026-03-25 11:00 UTC by Anna Pfaehler
• Growing To $500M AUM In 7 Years By Connecting With Your Ideal Clients On LinkedIn: #FASuccess Ep 482 With Justin Brownlee
  2026-03-24 11:03 UTC by Michael Kitces
• Personality Assessments For Financial Advisors: How To Choose The Right Tools And Apply Insights To Improve Fit, Productivity, And Retention
  2026-03-23 11:03 UTC by Sydney Squires
• Weekend Reading For Financial Planners (March 21–22)
  2026-03-20 18:00 UTC by Adam Van Deusen
• Communicating The Value Of Financial Planning That Clients Don’t Come For In The First Place: Kitces & Carl 186
  2026-03-19 11:02 UTC by Michael Kitces

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