One nerd's perspective on the financial planning world... Publisher of The Kitces Report and the blog Nerd's Eye View at http://www.kitces.com

The Limits Where Technology Can't Scale Financial Planning Advice - Kitces & Carl Ep 154
31:37
The Limits Where Technology Can't Scale Financial Planning Advice - Kitces & Carl Ep 154
Ep 417: Establishing Your Authority As An Expert By Following A Short Book Formula For Authorship...
1:40:00
Ep 417: Establishing Your Authority As An Expert By Following A Short Book Formula For Authorship...
Ep 416: Avoiding The Compliance Headaches When Going RIA By Choosing A ‘Supported Independence’ C...
1:30:00
Ep 416: Avoiding The Compliance Headaches When Going RIA By Choosing A ‘Supported Independence’ C...
Evaluating The Tradeoffs That Come With Retaining 'Legacy' Clients - Kitces & Carl Ep 153
35:12
Evaluating The Tradeoffs That Come With Retaining 'Legacy' Clients - Kitces & Carl Ep 153
Ep 415: Systematizing A Firm-Wide Planning Process By Leveraging Centralized Teams And A Ticketin...
1:29:59
Ep 415: Systematizing A Firm-Wide Planning Process By Leveraging Centralized Teams And A Ticketin...
Ep 414: Narrowing Down The Focus To Byte-Sized Planning For Tech Employees To 10X To $50M AUM In ...
1:29:59
Ep 414: Narrowing Down The Focus To Byte-Sized Planning For Tech Employees To 10X To $50M AUM In ...
Advisory Fee Confidence And Building The Happy-Client Stoke File - Kitces & Carl Ep 152
29:55
Advisory Fee Confidence And Building The Happy-Client Stoke File - Kitces & Carl Ep 152
Ep 413: Building An Internal Advisor Training Program To Solve The Talent Pipeline As A Growing $...
1:30:00
Ep 413: Building An Internal Advisor Training Program To Solve The Talent Pipeline As A Growing $...
Ep 412: 3X’ing The Business With No More Than 50 Great Clients By Hyperfocusing On Who You Can Ad...
1:29:59
Ep 412: 3X’ing The Business With No More Than 50 Great Clients By Hyperfocusing On Who You Can Ad...
What's Holding You Back From Delegating What You Need To Let Go Of? - Kitces & Carl Ep 151
33:56
What's Holding You Back From Delegating What You Need To Let Go Of? - Kitces & Carl Ep 151
Ep 411: Getting Clients Comfortable With Market Risk Using A More (Options-Based) Measured Risk A...
1:30:00
Ep 411: Getting Clients Comfortable With Market Risk Using A More (Options-Based) Measured Risk A...
Ep 410: Delivering Financial Planning Profitably To Every Client With A Focus On Accountability O...
1:30:00
Ep 410: Delivering Financial Planning Profitably To Every Client With A Focus On Accountability O...
When Early Years’ Scarcity As A Financial Advisor Prevents You From Growing - Kitces & Carl Ep 150
27:43
When Early Years’ Scarcity As A Financial Advisor Prevents You From Growing - Kitces & Carl Ep 150
Ep 409: Adding 1,400 New Clients in a Year as an Extension of Doing (Profitable) Student Loan Con...
1:30:00
Ep 409: Adding 1,400 New Clients in a Year as an Extension of Doing (Profitable) Student Loan Con...
Ep 408: Merging Into A Mid-Sized Firm To Grow Something Together (And Have A Real Piece Of It) wi...
1:32:15
Ep 408: Merging Into A Mid-Sized Firm To Grow Something Together (And Have A Real Piece Of It) wi...
Do You Really Need A Business Partner… Or A Study Group? - Kitces & Carl Ep 149
30:29
Do You Really Need A Business Partner… Or A Study Group? - Kitces & Carl Ep 149
Ep 407: Building Retirement Portfolios With A Liability-Driven-Investing Approach To Manage Seque...
1:29:11
Ep 407: Building Retirement Portfolios With A Liability-Driven-Investing Approach To Manage Seque...
Ep 406: Exiting To A Perpetual Purpose Trust To Facilitate Internal Leadership Succession Without...
1:30:01
Ep 406: Exiting To A Perpetual Purpose Trust To Facilitate Internal Leadership Succession Without...
Getting Started By NOT Building In Public And Focusing On Version 0 - Kitces & Carl Ep 148
33:30
Getting Started By NOT Building In Public And Focusing On Version 0 - Kitces & Carl Ep 148
Ep 405: When Being ‘Youthful’ Turns From A Liability To An Asset In Building Your (Long-Term) Adv...
1:30:00
Ep 405: When Being ‘Youthful’ Turns From A Liability To An Asset In Building Your (Long-Term) Adv...
Ep 404: The Evolution Of Specializing In College Planning To Work With Mid-Career Professionals W...
1:30:01
Ep 404: The Evolution Of Specializing In College Planning To Work With Mid-Career Professionals W...
Preparing An Advisory Firm For The Risk Of A Market (And Revenue) Decline - Kitces & Carl Ep 147
32:43
Preparing An Advisory Firm For The Risk Of A Market (And Revenue) Decline - Kitces & Carl Ep 147
Ep 403: Carving Your Path As An Investment Nerd By Building A Fractional CIO Solution For Other A...
1:29:59
Ep 403: Carving Your Path As An Investment Nerd By Building A Fractional CIO Solution For Other A...
Ep 402: Accelerating Early Advisor Growth With A (Federal Employee) Specialization That Evolves O...
1:30:00
Ep 402: Accelerating Early Advisor Growth With A (Federal Employee) Specialization That Evolves O...
Re-Educating Clients (Scalably) After They ‘Read Something On The Internet’ - Kitces & Carl Ep 146
28:34
Re-Educating Clients (Scalably) After They ‘Read Something On The Internet’ - Kitces & Carl Ep 146
Ep 401: One-On-One Advice Through Financial Wellness Programs To (Profitably) Expand The Reach Of...
1:30:01
Ep 401: One-On-One Advice Through Financial Wellness Programs To (Profitably) Expand The Reach Of...
Ep 400: Sizing Up Versus Scaling Up To Build An Enduring Advisory Business with Mark Tibergien
1:30:00
Ep 400: Sizing Up Versus Scaling Up To Build An Enduring Advisory Business with Mark Tibergien
Explaining Value Of Financial Life Planning By Unlocking The Emotional Job - Kitces & Carl Ep 145
31:03
Explaining Value Of Financial Life Planning By Unlocking The Emotional Job - Kitces & Carl Ep 145
Ep 399: Maintaining Company Culture More Virtually (When Scaling Past $3B AUM With 10 Office Loca...
1:26:31
Ep 399: Maintaining Company Culture More Virtually (When Scaling Past $3B AUM With 10 Office Loca...
Ep 398: Building A $2.5B AUM Advisory Enterprise Under The Umbrella Of A National CPA Firm With E...
1:30:00
Ep 398: Building A $2.5B AUM Advisory Enterprise Under The Umbrella Of A National CPA Firm With E...