Careers

Yeske Buie CEO Elissa Buie describes to Michael Kitces how the firm landed on a financial planning resident program to leverage next-generation talent.

An exercise that guides you through looking at the thought process behind a move from a different vantage point.

Moneta Group’s Diane Compardo tells Michael Kitces why she shifted her focus to developing next-gen talent following a mid-career crisis.

Jon Henschen describes to Michael Kitces the key factors advisors should consider when evaluating a prospective IBD.

Schwab Advisor Services’ Tim Oden gives Mindy Diamond an inside view of the growth of the independent space—and what advisors need to do to make their own move successful.

Ben Coombs, a member of the first class of CFP certificants in 1973, talks with Michael Kitces about the history and evolution of financial planning.