Michael Kitces

Reese Harper of Dentist Advisors explains his Elements financial planning process, which boils down a client’s situation into 12 key metrics.

Richard Joyner, president of Tolleson Wealth Management, describes what his firm does for clients who have an average family net worth of tens of millions of dollars.

Raymond James' Elizabeth Nesvold details what investment bankers actually do for wealth management firms.

Cultivating Wealth founder Sara Stanich talks in depth about her journey through the advisory industry.

Diamond Consultants' Mindy Diamond talks about when advisors should and shouldn't look at switching to another broker/dealer.

Travis Parry of the Make Time Institute discusses overcoming the three myths of time management to create better work-life balance.

Heritage Financial Strategies founder Shanna Tingom weaved together her advisor technology stack without using industry-standard CRM systems.

Geometric Wealth Advisors founder Andrew Leonard discusses how he set up his practice to specialize on serving the partners of the big three strategy consulting firms, Bain, McKinsey, and BCG.