Author: Michael Kitces

Weekend Reading For Financial Planners (August 15–16)

Managing $240M As A 3-Person Team Through A Structured Meeting Approach: #FASuccess Ep 502 With Wendy Ciehanski

Weekend Reading For Financial Planners (August 8–9)

When ‘Feelings Are Data’ To Navigate Clients’ Financial Planning Trade-Offs: Kitces & Carl 196

When Clients Won’t Sell: What Actually Helps Clients Let Go (Of The Endowment Effect)