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Established RIA

Visualizing the Entire S&P

Visualizing the Entire S&P

As financial advisors, we spend a lot of time focused on data points, investment products, and aggregate-level portfolio performance. It’s important sometimes to take a step back, pause, and reflect that these data points are ultimately the culmination of human...

Is Meaningful Time Off Truly Possible for Financial Advisors?

Is Meaningful Time Off Truly Possible for Financial Advisors?

Time off is critical to our wellbeing as humans. Research consistently shows that people who take time to rest are more productive and engaged at work. But clients aren’t always comfortable when financial advisors step away — especially in today’s economy.   So how...

Financial Advisor Reading List: June 2023

Financial Advisor Reading List: June 2023

There’s a popular saying that it’s hard to tell we’re in a moment in history when you’re in it. But we’re certainly in one. What will be our memory of summer 2023 when we reflect upon the decisions we’ve made, the guidance we’ve provided to our clients, and the...

How Advisors Can Best Engage the Entire Family

How Advisors Can Best Engage the Entire Family

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...

How RIAs Can Free Up Time to Evaluate Operational Upgrades

How RIAs Can Free Up Time to Evaluate Operational Upgrades

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,...