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TLDR:Engaging the entire family is crucial for advisors to build trust, retain accounts, and create long-term value. To achieve this, advisors should develop a comprehensive family engagement plan that goes beyond traditional KYC questions. Understanding financial...

One of the toughest parts of running a financial advisory practice is time management. Managing a book of business requires many moving parts.  According to a research study conducted by the Kitces team, financial advisors work an average of 43 hours per week,...

Human relationships are the heartbeat of every successful business. There’s a powerful quote about this topic from Hubert Joly, a Harvard Business School faculty member, who was the former CEO of Best Buy. “The heart of business is the idea of pursuing a noble...