Author: Michael Kitces

Weekend Reading For Financial Planners (August 29–30)

Medicaid Planning Trade-Offs: The Ethical Challenges In Balancing Asset Preservation And Care Needs

Taking Your Growth To The Next Level By Building An Authentic Personal Brand: #FASuccess Ep 504 With Sheri Fitts

How Seller Multiples For Advisory Firms Get Reduced Post-Deal By Retention And Earnout Growth Contingencies

Weekend Reading For Financial Planners (August 22–23)

Helping Clients Align Their Capital To What’s REALLY Important When They Don’t Know What Is: Kitces & Carl 197

Working With ‘Misengaged Couples’: Ways To Engage Both Parties In Planning Conversations

4 Alternative Retirement Paths And An Advisor’s Role In Helping Clients Plan For Them

Organically Growing To $800M AUM In Less Than A Decade By Investing In Educational Marketing: #FASuccess Ep 503 With David Brooks

Why “Vibe Coded” AI Tools Won’t Threaten Your Tech Stack