2015 Financial Advice Financial Planning 
Nerd's Eye View
JUNE 9, 2025
In the meantime, the buzz around AI continues to increase as well, less now about whether the tools will replace financial advisors (they don't), and more about how advisory firms can better leverage the technology to be more efficient in serving clients.
Nerd's Eye View
JUNE 30, 2025
In recent years, the growth of Kitces.com has resulted in similar capacity constraints as our Members Section has grown by more than 20X since 2015, leading, in turn, to rapid growth of the team (from 2 to 25 team members since 2015), and ongoing reinvestments into technology. In the meantime, our own Team of Nerds continues to expand.
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Nerd's Eye View
MARCH 27, 2023
In the context of financial advisors, surveys have shown that CFP certification serves as an important branding signal for consumers seeking the services of a qualified advisor. For instance, a 2015 study found that consumers had higher brand awareness of the CFP marks, even more than the well-known ChFC, CFA, CLU, and PFS designations.
Ballast Advisors
MAY 8, 2023
Financial planning is a vital aspect of life. Often, the financial lessons and advice passed down from generation to generation shape an individual’s approach to finances. In this blog, we’ll dive deep into some lessons they’ve learned and the role that financial planning plays in supporting their goals.
eMoney Advisor
NOVEMBER 9, 2022
Cultural humility can help create a safe space for clients to share their most important financial information, which is a critical part of the financial planning process. The most notable shift to be aware of is the departure from the conventional financial service model and the journey to holistic planning.
Indigo Marketing Agency
DECEMBER 19, 2022
She’s a marketing queen who’s passionate about helping financial advisors switch their digital marketing mindset from an “outbound cold sales” to a “warm inbound” approach. She’s given over 600 presentations to more than 10,000 financial professionals since 2015. She was also named a Top 10 Financial Advisor by Investopedia.
Sara Grillo
OCTOBER 31, 2022
Are they just providing financial planning? Don’t assume all financial advisor business models are the same. If you’re a financial advisor reading this and you want to leave more about how to present yourself in a fair, logical, and transparent way, join the Transparency Advisor Movement. Do they manage money?
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