Matthew Blocki tells Michael Kitces how he transitioned his practice from more than 100 transactional insurance clients a year to focusing now on his 15 affluent clients.
Anjali Jariwala, founder of FIT Advisors, tells Michael Kitces how she was able to grow her niche advisory firm to more than $250,000 a year of recurring financial planning fees in just her first 3 years.
The biggest worry among ultra-high-net-worth families is not how to maximize investment returns, but rather how to ensure their children don't grow up to feel entitled or otherwise adversely impacted by family wealth...
Partnership Resource Co-founder Tanya Rapacz walks Michael Kitces through the ups and downs of a successful partnership, as well as how to write a ”Partnership Constitution“ that formally spells out for all partners...
Kanasa State University Associate Professor Kristy Archuleta tells Michael Kitces why what advisors typically do -- give advice with a long list of recommendations -- is not a good way to get clients to change their...
Flourish Wealth Management President and Founder Kathy Longo tells Michael Kitces why she walked away from the partner track at a billion-dollar independent RIA to open her own business.
The founder of DMAC Consulting tells Michael Kitces why the No. 1 element of success as an advisor is to find and get control of your own self confidence.