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Many advisors have built custom spreadsheets to handle niche types of analysis for which an out-of-the-box solution doesn't exist. But now it's…
Many advisors have built custom spreadsheets to handle niche types of analysis for which an out-of-the-box solution doesn't exist. But now it's…
Shared by Michael Kitces
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Have You Used Video to Win Clients? Share Your Strategy at the next Kitces Marketing Summit! From YouTube to short-form social video, show advisors…
Have You Used Video to Win Clients? Share Your Strategy at the next Kitces Marketing Summit! From YouTube to short-form social video, show advisors…
Shared by Michael Kitces
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Why 50% Probability Of Success Is Actually A Viable Monte Carlo Retirement Projection ➡️If you are doing ongoing planning for a client who is willing…
Why 50% Probability Of Success Is Actually A Viable Monte Carlo Retirement Projection ➡️If you are doing ongoing planning for a client who is willing…
Shared by Michael Kitces
Experience & Education
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Kitces.com
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Volunteer Experience
Publications
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The NextWave of Financial Planning
See publicationInvestors have high expectations for the value they receive from advisors. Yet technology innovation and new client engagement techniques are outpacing advisor adoption.
Learn the eight actions you can take now to make innovative financial planning the core of your offering with SEI’s new white paper, The Next Wave of Financial Planning.
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Advisor's Guide To Annuities
The National Underwriter Company
Designed for professionals who need to know how and when annuities work, The Advisor's Guide to Annuities provides objective, impartial guidance on what annuities can and cannot do, their costs, and what risk-management features annuities offer. All delivered in easy-to-read language.
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Improving Risk-Adjusted Returns Using Market-Valuation-Based Tactical Asset
Journal of Financial Planning
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Tools & Techniques of Retirement Income Planning
The National Underwriter Company
Tools & Techniques of Retirement Income Planning addresses the emerging need to satisfy clients’ perceived and actual security—based on psychological and behavioral finance issues. Specialized practitioners will understand defining/reducing risk, stochastic modeling and income planning research, as well as future trends facing Baby Boomer retirement. Discover how to develop custom models targeted at replacing the stability of a regular monthly paycheck while controlling withdrawals.
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More activity by Michael
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📣 We’re hiring a Director of Member Success at Kitces.com! https://kitc.es/4qUciKH But this isn’t a “support leader” role in the traditional sense.…
📣 We’re hiring a Director of Member Success at Kitces.com! https://kitc.es/4qUciKH But this isn’t a “support leader” role in the traditional sense.…
Shared by Michael Kitces
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I'm excited to get to talk to Erik Brenner, CFP® a little deeper about this ongoing industry push of getting deeper and deper and helping clients…
I'm excited to get to talk to Erik Brenner, CFP® a little deeper about this ongoing industry push of getting deeper and deper and helping clients…
Shared by Michael Kitces
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It's often a safer alternative to designate a professional "corporate" trustee instead of naming an individual family member. But despite the…
It's often a safer alternative to designate a professional "corporate" trustee instead of naming an individual family member. But despite the…
Shared by Michael Kitces
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What actually improves advisor wellbeing, and which strategies move the needle on retention? Mark your calendars for next week's research spotlight!…
What actually improves advisor wellbeing, and which strategies move the needle on retention? Mark your calendars for next week's research spotlight!…
Shared by Michael Kitces
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Latest #AdvisorTech news: BNY Pershing is the latest RIA custodian to announce the launch a client referral program, following behind others like…
Latest #AdvisorTech news: BNY Pershing is the latest RIA custodian to announce the launch a client referral program, following behind others like…
Shared by Michael Kitces
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Non-solicit agreements that represent the investment that firms and their advisors make into attracting and serving clients can leave each side…
Non-solicit agreements that represent the investment that firms and their advisors make into attracting and serving clients can leave each side…
Shared by Michael Kitces
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Small Firms: Market Smarter, Not Harder ➡️ A marketing plan for smaller firms that can allow them to attract their ideal target clients without…
Small Firms: Market Smarter, Not Harder ➡️ A marketing plan for smaller firms that can allow them to attract their ideal target clients without…
Shared by Michael Kitces
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There's a common line of thinking that people saving for retirement should avoid pre-tax retirement accounts entirely and contribute (or convert…
There's a common line of thinking that people saving for retirement should avoid pre-tax retirement accounts entirely and contribute (or convert…
Shared by Michael Kitces
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It just took $100 and three hours for me, someone with ZERO coding skills, to create something that I considered paying a highly skilled team of…
It just took $100 and three hours for me, someone with ZERO coding skills, to create something that I considered paying a highly skilled team of…
Liked by Michael Kitces
Other similar profiles
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William Wright, CFP®, CKA®
William Wright, CFP®, CKA®
Are you a top-level Financial Advisor, RIA or Insurance Professional who's stuck in 4th gear and want to ignite your unrealized potential?<br><br>Seasoned professionals require guidance just like their clients!<br><br>❌ Have your client acquisitions flatlined?<br>❌ Is your profitability in decline?<br>❌ Has marketing become your nemesis?<br><br>Not sure where to start? That’s where I come in.<br><br>𝗧𝗵𝗲 𝗔𝗱𝘃𝗶𝘀𝗼𝗿𝘀 𝗔𝗱𝘃𝗮𝗻𝘁𝗮𝗴𝗲™ is the next gear being utilized by top-level advisors throughout the country producing exponential results. Together we focus on the incremental impacts required to realize your true profit potential while enhancing the overall client experience.<br><br>✔ If you are ready to make a shift, schedule your 20-minute introduction call with me to gauge your current business model against the potential for improved strategies, team integration, and profit optimization.<br> <br>Schedule with me today! 📅 https://calendly.com/william_wright/advisor-intro-linkedin<br><br>Influencer | Speaker | Profit Development Strategist for Financial Advisors<br><br>“Securities and Investment Advisory Services offered through The Leaders Group, Inc. Securities Dealer, Member FINRA/SIPC; TLG Advisors, Inc. Registered Investment Advisor.”
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