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Introducing our new course for advisors who want to deepen their client conversations.

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I write about financial planning strategies and practice management ideas, and have created several businesses to help people implement them.

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The Price You Pay for College: An Entirely New Road Map for the Biggest Financial Decision Your Family Will Ever Make

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“7 Financial Advisory Blogs that rock”

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“Best of the Best for Advisors”

“#1 of Top 10 Industry Blogs”

“Power Tweeter”

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Practice management advice and tools relevant for your business.

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advisors getting the latest Nerd's Eye View blog

content as it's released.

Sign up now and get a free sample issue of The Kitces Report on "Quantifying the Value of Financial Planning Advice" as well!

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Finally...

Continuing education that actually teaches you something.

Practice management advice and tools relevant for your business.

Join 42787 of your fellow financial

advisors getting the latest Nerd's Eye View blog

content as it's released.

Sign up now and get a free sample issue of The Kitces Report on "Quantifying the Value of Financial Planning Advice" as well!

Join 42787 fellow financial advisors getting our latest research as it's released, and receive a free copy of The Kitces Report on "Quantifying the Value of Financial Planning Advice"!