Michael Kitces

True Measure Wealth Management's Patrick Turner explains why he intentionally crafted his advisory firm to achieve his own personal goals instead of just growth, growth, growth.

Element Financial Group's Alexandra Levi details her business strategy split 50/50 between investment management and financial planning services.

Erin Botsford describes how she built and evolved her advisory firm, Bostford Financial Group, over the years.

Scott Frank details how he incorporates life planning questions into client meetings to create buy-in to the financial planning process.

Creative Planning's Peter Mallouk reveals to Michael Kitces what he plans to do with the outside capital the firm's received from private equity firm General Atlantic.

Out of sheer necessity, Julia Carlson went from lead advisor who ran her own firm to business owner almost overnight. Here's how she did it, and how that helped her company grow.

SoCal Wealth Management's Michael Gennawey explains how his firm works within the umbrella of the Credit Union of Southern California.

LBW Wealth Management's Tim Bickmore explains his firm's change from an AUM model to one that combines monthly subscription and AUM fees to focus more on providing comprehensive financial planning advice.