Weekend Reading For Financial Planners (November 2–3)
Nerd's Eye View
NOVEMBER 1, 2024
Read More.
CFP Clients Retirement 
Adviser links: estate uncertainty
Abnormal Returns
MARCH 10, 2025
Advisortech The CFP Board has released guidelines for using AI. kindnessfp.com) Why clients need to organize their digital assets for estate planning purposes. riabiz.com) This money manager's ETF business was built on entertaining clients. flowfp.com) Stop using this phrase in retirement planning. abnormalreturns.com)
Estate Planning 
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Help clients get real about savings
Million Dollar Round Table (MDRT)
DECEMBER 10, 2024
Mann, MBA, CFP I find that so many of my clients, regardless of income, have no idea how much money they are saving. First, I would ask clients how much they were saving each year for retirement. Then I would present the plan to the client.
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Weekend Reading For Financial Planners (May 3–4)
Nerd's Eye View
MAY 2, 2025
a ski chalet), assessing whether it will lead to greater overall wellbeing, or, alternatively, more stress, is more challenging Enjoy the 'light' reading! a ski chalet), assessing whether it will lead to greater overall wellbeing, or, alternatively, more stress, is more challenging Enjoy the 'light' reading!
Quinn Signals Another Wave in the Great Advisor Tech Acceleration
Wealth Management
JUNE 27, 2025
Among the things I’ve been unable to get to in-depth this week was an integration similar in some ways to that of Jump and RightCapital: a new collaboration between the popular PreciseFP, a client engagement and data-gathering software (today part of Docupace), and AI notetaker Zocks. It has become a challenge to keep up with new rollouts.
Adviser links: going back to work
Abnormal Returns
SEPTEMBER 16, 2024
standarddeviationspod.com) Retirement Retirees go back to work for any number of reasons. investmentnews.com) A checklist if a client gets laid off near retirement age. thinkadvisor.com) Investing William Bernstein on the challenges for investors nearing retirement. riabiz.com) CFP professionals make more money.
Weekend Reading For Financial Planners (December 14–15)
Nerd's Eye View
DECEMBER 13, 2024
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent study indicates that surveyed advisory firms that raised their fees in the last year saw almost identical 97% client retention rates as firms that lowered their fees (with the firms raising their fees bringing (..)
Weekend Reading For Financial Planners (Dec 17-18)
Nerd's Eye View
DECEMBER 16, 2022
Also in industry news this week: While the FPA is going full steam ahead on its federal and state lobbying efforts to regulate the title “financial planner”, CFP Board is more focused on increasing recognition of the CFP marks. How individuals can best harness their willpower to achieve their biggest goals. Read More.
Adviser links: people vs. systems
Abnormal Returns
DECEMBER 23, 2024
Podcasts Michael Kitces and Carl Richards discuss navigating the issue of underpaying clients. investmentnews.com) Succession How Snowden Lane helps advisers transition into retirement. citywire.com) Retirement Retirement from farming is just different. citywire.com) Retirement Retirement from farming is just different.
Weekend Reading For Financial Planners (October 12–13)
Nerd's Eye View
OCTOBER 11, 2024
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a CFP Board ad campaign promoting a career in financial planning to high school and college students sparked an uproar in the planning community, as some advisors questioned whether the messages being sent in the ads – (..)
Adviser links: choosing to work
Abnormal Returns
OCTOBER 9, 2023
Podcasts Dan Haylett talks with George Kinder on the true impact of Life Planning on retirement. kitces.com) Advisers What to do if a client (or prospect) ghosts you. advisorperspectives.com) How to choose a CFP exam study program. alphaarchitect.com) Should you have a friend as a client? thinkadvisor.com)
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Weekend Reading For Financial Planners (October 7-8)
Nerd's Eye View
OCTOBER 6, 2023
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent survey found that clients across several countries who work with a CFP professional have better outcomes on a range of measures compared to those working with other advisors or no advisor at all, suggesting that the (..)
Is a Financial Planner Course (CFP) Worth It? A Comprehensive Guide for Aspiring Financial Professionals in India
International College of Financial Planning
JULY 2, 2025
This is where competent, ethical, and client-first financial planners step in. And for those looking to become such professionals, the question naturally arises: Is pursuing the Certified Financial Planner (CFP) certification worth it in India? What is the CFP Certification? What makes the CFP credential so respected?
Adviser links: restoring confidence
Abnormal Returns
JUNE 3, 2024
Podcasts Dan Haylett talks with Jamie Hopkins about rewiring the way we think about retirement and its underlying assumptions. riabiz.com) Charles Schwab ($SCHW) is focused on its biggest RIA clients. riabiz.com) Retirement The signs of Alzheimer's disease often show up years ahead of time in financial behaviors like missed payments.
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#FA Success Ep 360: Growing To 100+ Clients With $100M+ AUM With Intentionality To Leave Time For Family, With Suzanne Powell
Nerd's Eye View
NOVEMBER 21, 2023
Suzanne is a Senior Financial Advisor at Meridian Wealth Management, an RIA based in Lexington, Kentucky, where she oversees approximately $110 million in assets under management for nearly 150 client households.
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Adviser links: exciting plans
Abnormal Returns
SEPTEMBER 18, 2023
kitces.com) Brendan Frazier talks with Samantha Lamas and Danielle Labotka about why clients hire and fire their financial advisers. wiredplanning.com) Christine Benz and Jeff Ptak talk retirement income with Kelli Hueler, CEO and founder of Hueler Companies. wsj.com) Advisers How to speak to clients in a way that they understand.
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Weekend Reading For Financial Planners (Feb 11-12)
Nerd's Eye View
FEBRUARY 10, 2023
Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that according to CFP Board leaders, “everything is on the table” when it comes to the organization’s announced competency standards review.
Weekend Reading For Financial Planners (September 14–September 15)
Nerd's Eye View
SEPTEMBER 13, 2024
Which means that while many fee-only RIAs use the reduced conflicts that come with the fee-only model (as opposed to firms that receive compensation from commissions and other sources) as a key marketing talking point, the fact remains that being truly 'conflict free' is nearly impossible and such claims (which are hard to substantiate) appear to be (..)
Weekend Reading For Financial Planners (August 26-27)
Nerd's Eye View
AUGUST 25, 2023
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent CFP Board survey indicates that consumers do not expect AI tools to replace human financial advisors, but rather supplement advisors' work.
Stand out from other advisors by preparing clients to retire
Million Dollar Round Table (MDRT)
OCTOBER 5, 2023
By Clay Gillespie, CFP, CLU There are myriad ways to prepare clients for a fulfilling retirement. Clients accumulate assets for many years in the hope of retiring and living comfortably, but that’s only part of it. Explain this to clients as you guide them through the process.
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#FA Success Ep 341: Bolstering The Quality Of Advice By Deliberately Rotating Advisors For Each Client, With Thor McIlrath
Nerd's Eye View
JULY 11, 2023
Thor is the Owner of McIlrath & Eck, an independent RIA based in Arlington, Washington, that oversees more than $610 million in assets under management for 970 client households.
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First Look At The New Kitces Members Section And The State Of The (Nerd’s Eye View) Blog
Nerd's Eye View
JUNE 30, 2025
Yet in recent months, the volatility has subsided, markets have rallied back near their highs, and advisory firms are back to dealing with the increasingly common challenge of how to continue to scale service in the face of growth as clients continue to accrue over time. In the meantime, our own Team of Nerds continues to expand.
Weekend Reading For Financial Planners (April 29-30) 2023
Nerd's Eye View
APRIL 28, 2023
House of Representatives committee this week approved legislation that would expand the pool of individuals who would qualify as accredited investors able to access certain private offerings Proposed bipartisan legislation would allow individuals to use funds in 529 plans for expenses associated with acquiring or maintaining postsecondary credentials, (..)
When clients are concerned about having enough money in retirement
Million Dollar Round Table (MDRT)
MAY 9, 2024
By Matt Pais, MDRT Content Specialist If your clients have enough money for retirement but worry about how to generate their income, Adrian George, CFP, TEP , breaks down their savings into five areas: Minimum guaranteed income Risk management Discretionary spending Toys Estate goals This connects their assets to what they want to achieve, rather than (..)
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Retiring When Single: Strategies for Financial Independence
Tobias Financial
JUNE 15, 2025
Retirement planning is deeply personal, and for single individuals, it comes with both unique opportunities and important considerations. Whether by choice or circumstance, retiring solo means you’re in full control of your financial decisions, but you also face distinct planning challenges that require thoughtful strategy.
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#FA Success Ep 297: From $0 To $70M In 2 Years By Leveraging Facebook Groups To Share Authentic Expertise, With Andy Panko
Nerd's Eye View
SEPTEMBER 6, 2022
Andy is the owner of Tenon Financial, a virtual independent RIA that oversees $70 million in assets under management for 43 retired client households.
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Weekend Reading For Financial Planners (Nov 19-20)
Nerd's Eye View
NOVEMBER 18, 2022
Also in industry news this week: The CFP Board has proposed a series of changes to its disciplinary processes, including a two-year deadline for advisors subject to an interim suspension to file a petition for reinstatement. How advisors can help their clients turn their HSAs into wealth-building machines.
Weekend Reading For Financial Planners (February 17-18)
Nerd's Eye View
FEBRUARY 16, 2024
Which suggests that while advisors might be hesitant to publish their fees on their website before being able to meet face-to-face with prospects, doing so (and linking the fees to the value proposition they offer their ideal clients) could help certain consumers overcome their reluctance and start the process to becoming clients!
Weekend Reading For Financial Planners (August 19-20)
Nerd's Eye View
AUGUST 18, 2023
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent study has found that consumers are increasingly likely to spread their portfolios across a range of asset managers, and that this trend is particularly pronounced amongst more affluent clients (e.g.,
Kitces & Carl Ep 135: Do Experienced Financial Planners Have A Professional Obligation To Create Job Opportunities For The Next Generation?
Nerd's Eye View
APRIL 4, 2024
Advisor Metrics, Cerulli Associates predicts that 37.5% (or nearly 110,000) of financial advisors will retire over the next 10 years. Which, in turn, has prompted some to wonder if firm owners have a specific obligation to their profession to hire and train next-gen talent. Read More.
How apartment buildings easily explain retirement and investments to clients
Million Dollar Round Table (MDRT)
AUGUST 18, 2022
By Bryson Milley, CFP, CIM One of the questions I’m most asked by retiring clients is, “How do I manage my investments once I’m retired?” While I could give them all the technical information and thought processes behind it, that may not help the client understand. Constructing buildings and portfolios.
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Weekend Reading For Financial Planners (February 3-4)
Nerd's Eye View
FEBRUARY 2, 2024
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a Morningstar survey has found that financial advisory clients are more likely to stick with their advisor for emotional reasons rather than investment returns alone.
Weekend Reading For Financial Planners (April 15-16)
Nerd's Eye View
APRIL 14, 2023
The company said the bulk of the funds will go toward research and platform development as it attempts the challenging task of getting more mid-sized RIAs to move over to Altruist from their current custodian.
When Does A Financial Coach Need To Register As An Investment Adviser? The “ABCS” Test To Determine Status
Nerd's Eye View
DECEMBER 6, 2023
Notably, while many financial coaches satisfy the majority of these requirements – they are in the business of offering advice to clients and are compensated as such – they often steer clear of making specific securities recommendations, focusing instead on areas like budgeting, debt management, savings, and retirement planning.
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Weekend Reading For Financial Planners (May 20-21)
Nerd's Eye View
MAY 19, 2023
And despite some industry observers’ concerns that AI tools could eventually replace human advisors, a strong majority of those surveyed said they do not expect AI to replace advice from humans.
Rebuilding The Kitces Members Section And The State Of The (Nerd’s Eye View) Blog
Nerd's Eye View
JANUARY 13, 2025
With another strong year in the markets, most advisory firms are near or at record highs for their revenue, their numbers of clients, and the headcounts of their teams. Which is surprising to some, given that a decade ago, the emergence of so-called "robo-advisors" was supposed to displace human financial advisors and compress advisory fees.
Financial Advice 134
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Celebrating 20 Years with Allison: A Legacy of Leadership, Empathy, and Empowerment
Financial Symmetry
JUNE 18, 2025
From her early days as an intern to becoming our third advisor and a partner at the firm, Allison’s influence reaches far beyond her client work. Whether it’s comparing budgeting to sitcom scenarios or addressing cybersecurity with pop culture flair, her blog posts resonate with clients and colleagues alike.
Moving past client resistance to long-term financial planning
Million Dollar Round Table (MDRT)
JANUARY 29, 2023
By Kennedy Sumarlie, CFP Most of the time, retirement plans and children’s education fund-related products require long-term discipline and consistent financial commitment. This feels challenging for some clients. When I encounter a client who may be hesitant about long-term planning, I often use simple explanations.
Clients 98
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Chalk Talk: Exploring Retirement Housing Decisions
MainStreet Financial Planning
MAY 4, 2023
“MainStreet Chalk Talk” The MainStreet Financial Planning Discussion Club When: Tuesday 5-16-23 at 7:30pm Eastern; 4:30pm Pacific ~30-45 minutes Recorded and able to retrieve for one week How : Zoom Meeting, Free to current clients; $10 for guests Register Here! Topics Include: What are some considerations when choosing a retirement home?
Retirement 98
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Financial Planning for the Retirement Transition
eMoney Advisor
NOVEMBER 7, 2022
Your clients—and prospective clients—face a myriad of changes in their later years. Whether they are on the cusp of retirement or living as a retiree, this is an impactful time of transition. As a financial professional, you want to help prepare clients for all the “switches” they may face.
#FA Success Ep 315: Learning Business Development By Consistently Being Seen Where Your Ideal Clients Are, With Lisa Brown
Nerd's Eye View
JANUARY 10, 2023
Lisa is a Partner and Wealth Advisor for CI Brightworth, an RIA under the CI Financial umbrella with offices in Atlanta, Georgia, and Charlotte, North Carolina, that oversees nearly $5 billion in assets under management * for over 1,500 client households.
Clients 130
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The Latest In Financial #AdvisorTech (May 2024)
Nerd's Eye View
MAY 6, 2024
This month's edition kicks off with the news that self-directed retirement planning software provider NewRetirement has raised a $20M Series A round as the company demonstrates that its DIY tools really do turn a subset of consumers into bona fide prospects for financial advisors.
The Growing Appeal of Semi-Retirement
Darrow Wealth Management
APRIL 15, 2024
It goes by many different names: semi-retirement, partial or phased retirement, second career, and so on. But typically, it means the same thing: working in some capacity after retiring early. As more workers consider the growing appeal of semi-retirement, some ask — is working part-time in retirement a good idea?
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