Michael Kitces

Values Added Financial founder Zach Teutsch goes against everything financial advisors are trained to do: never talk religion or politics with clients.

Just Wealth founder Phuong Luong discusses the progression from financial education to financial coaching to financial counseling to financial planning.

While most financial advisors are independent entrepreneurs, very little practice management in the industry actually teaches the real methods to build and run a business.

Linda Lubitz Boone details the changes she’s continuously making to improve her advisory firm.

Bason Asset Management’s James Osborne describes to Michael Kitces the reasoning behind his flat-fee pricing structure.

OakTree Financial Planning’s Sunit Bhalla describes to Michael Kitces how he built his hyper-efficient solo practice.

Jennifer Goldman explains to Michael Kitces why financial advisory firms need to formally adopt standardized processes and procedures if for no other reason than it allows firm leaders to take a vacation.

Mitch Anthony talks with Michael Kitces about the importance of language in financial planning.