Michael Kitces

Jarvis Financial's Matthew Jarvis details how his practice has evolved since he was one of the first guests on the podcast.

Longview Financial Advisors President Jessica Hovis Smith details the succession plan she oversaw to transition ownership of two merged lifestyle practices into a single employee-owned, multigenerational firm.

CandorPath Financial's John Kennedy explains how he and his partner have implemented Gino Wickman's Entrepreneurial Operating System as a framework to rapidly scale up their ensemble practice.

The Financial Gym's Shannon McLay talks about how she and her firm's "trainers" help clients with traditional financial planning services around budgeting, saving, debt management and financial literacy.

Bogart Wealth CEO James Bogart explains how his firm nearly doubled its AUM since the start of the pandemic by hosting online educational webinars for clients.

Silver Penny Financial's Charlotte Geletka details her journey buying her father's financial advisory firm.

AdvisorRoadMap's Bill Bachrach describes the repeatable process he uses to put a client’s values and goals at the center of the financial planning conversation.

Thomas Gau describes the way he translates abstract financial planning strategies into very concrete and practical terms that he can communicate to his retiree niche clientele.