Wealth Management
JUNE 26, 2025
The Diamond Podcast for Financial Advisors: 10 Ways Top Advisors Are Growing Their Businesses The Diamond Podcast for Financial Advisors: 10 Ways Top Advisors Are Growing Their Businesses A “Top 10” list of firm-level innovations and grassroots methodologies from some of the most successful advisors, teams and firms in the business.
Wealth Management
JULY 2, 2025
As a result, financial advisors should start honing the services Gen X members will likely benefit from the most, including retirement planning, estate and tax planning and mortgage refinancing. They also make up the second biggest client base for financial advisors after baby boomers. trillion annually.
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Nerd's Eye View
JUNE 16, 2025
Despite ongoing changes in the philosophy of financial advice, new Kitces Research on How Financial Advisors Actually Do Financial Planning finds that 86% of advisory firms still rely on AUM fees as their primary method of charging for advice.
Nerd's Eye View
AUGUST 5, 2025
Welcome to the 449th episode of the Financial Advisor Success Podcast ! Michelle is a principal of California Financial Advisors, an RIA based in San Ramon, California, that oversees $2 billion in assets under management for approximately 1,500 client households. Welcome everyone! Read More.
Nerd's Eye View
NOVEMBER 19, 2024
Welcome to the 412th episode of the Financial Advisor Success Podcast ! Anjali is the Founder of FIT Advisors, an RIA based in Torrance, California (but works virtually with clients nationwide) and oversees $65 million in assets under management for 45 client households. Welcome everyone! Read More.
Nerd's Eye View
MARCH 17, 2025
And with the advent of AI in particular, questions have emerged about whether technology will replace many human jobs, including financial advisors. Either way, the landscape of AI in advisor technology continues to evolve fast. Yet now, two years later, AI has not driven a mass wave of unemployment.
Wealth Management
AUGUST 14, 2025
The Diamond Podcast for Financial Advisors: A Guide for Attracting, Advising and Advancing Women Clients The Diamond Podcast for Financial Advisors: A Guide for Attracting, Advising and Advancing Women Clients Cary shares specific advice on what firms are doing wrong in attracting and retaining women clients and how they can get it right.
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