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The Perks of a Kitces Premier Membership

While the Nerd’s Eye View blog is free to all, the Members Section includes additional exclusive content available only to members, including white papers, webinars, and unique member resources. If you want to go deeper and get the best educational content in the financial planning industry to be more successful, you will love a Premier membership which includes: 

  • No-fee registration to all Webinars; Normally $49 a Webinar
  • On-demand access to our Webinar archives 
  • Direct access to Michael during his Monthly Office Hours 
  • Discounts on Kitces Courses
  • Up to 100 hours of CE credit 

 Become a Member Today

In Case You Missed It

We know how busy your schedule can get. That's why we have made our past webinars available for on-demand viewing in the Member Section.

Past Webinars

June 18, 2021

Tax Planning in 2021 and Beyond: Navigating the Biden Tax Proposal

Several major changes are expected under the Biden Tax Proposal, which will impact affluent clients in particular, as it eliminates the tax preference for capital gains and qualified dividends for higher-income households, along with the step-up in basis. Jeffrey Levine and Michael Kitces will answer member questions on the proposed changes and how to prepare for them.

Jeffrey Levine, Lead Financial Planning Nerd for

Jeffrey Levine is the Lead Financial Planning Nerd for, Chief Planning Officer at Buckingham Wealth Partners, and is the Lead Creator and Content Expert for Savvy IRA Planning®, offered through Horsesmouth.

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June 1, 2021

Designing Optimal Decumulation Portfolios With A Total Wealth Approach

To best serve clients in the decumulation phase, advisors must evaluate which risk factors and preferences to incorporate in the plan including age, retirement date, equity allocation, pension wealth, and rate environments. David M. Blanchett, will discuss how to create an efficient and uniquely designed decumulation portfolio for each client using the ‘total wealth’ perspective.

David M. Blanchett, Morningstar Investment Mangagement

David M. Blanchett, PhD, CFA, CFP is head of retirement research for Morningstar Investment Management LLC. In this role, he helps develop and maintain methodologies relating to wealth forecasting, general financial planning, automated investment selection, and portfolio assignment.

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May 21, 2021

Advisory Firm Valuations: Getting A Handle On What Your Business Is Really Worth

How can advisory firm owners create a natural feedback mechanism to understand whether their decisions are maximizing value? Join Michael Kitces , Brad Bueermann, CEO of FP Transitions and David DeVoe, Founder and CEO of DeVoe & Company as they share their expertise on how to get a handle on what an advisory firm business is really worth, as well as the latest trends in advisory firm valuations.

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May 4, 2021

What Actually Drives Retiree Satisfaction From The Go-Go To No-Go Years

In order to help clients achieve the ultimate goal of a happy retirement, advisors must account for the psychological impact of generating income from retirement assets, as well as the physical and emotional considerations that affect retirement satisfaction. In our May webinar, Michael Finke, PhD, from The American College of Financial Services, discusses what actually makes people happy in retirement, as well as the planning considerations specific to individuals in retirement.

Michael S. Finke, PhD

MIchael Finke is a nationally renowned researcher with a focus on the value of financial advice, financial planning regulation, investments, and individual investor behavior. His research questioning the 4% rule of retirement planning was published in the Journal of Financial Planning and won the 2014 Montgomery-Warschauer award for most influential article.

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April 16, 2021

How To Get Centers Of Influence To Actually Refer You Clients

Despite devoting a lot of time and effort to establishing relationships with local “Centers of Influence” (COIs), such as attorneys and accountants, many advisors struggle to actually get referrals from them. Yet referrals from COIs in your target market generate more affluent prospects on average than any other advisor marketing strategy, according to a recent Kitces Research study. So, what can advisors do to generate referrals from their COI relationships? Join Michael Kitces and expert guests Brett Van Bortel and Jeffrey Levine as they share their expertise on what it takes to actually build relationships with COIs that produce results.

Brett Van Bortel, Director of Consulting Services, Invesco

As a speaker and consultant, Brett Van Bortel's focus is helping advisors in the building of strategic partnerships with attorneys and CPAs. He also works to help in the horizontal growth of advisory practices by provisioning wealth management guidance, marketing to age 65+ clients, assisting in the branding of financial advisory firms and scientifically testing for the most effective ways to ask for and receive client introductions.

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April 6, 2021

Advanced Planning Strategies for Executive Compensation Planning

John Nersesian
Head of PIMCO Advisor Education

John will explain to advisors how they can determine a client’s main objectives regarding their stock options, restricted stock shares, and restricted stock options, and apply specific planning strategies to meet those objectives.

John Nersesian

Mr. Nersesian is Head of PIMCO Advisor Education and provides advanced wealth management and investment consulting education to financial professionals. Previously, he was the managing director of wealth management services for Nuveen investments from 2000 to 2018.

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March 16, 2021

American Rescue Plan: What Advisors Should Know About the Latest Stimulus Legislation


Congress has just passed new legislation to provide relief to American people and businesses affected by the economic impact of Covid. Jeffrey Levine will discuss key new rules and provisions, as well as immediate planning strategies that can be implemented with clients.

Jeffrey Levine

Jeffrey Levine, CPA/PFS, CFP®, AIF, CWS®, MSA is the Lead Financial Planning Nerd for, the Chief Planning Officer at Buckingham Wealth Partners (where he works closely with their team to create a seamless client experience that makes it easy to plan and instill confidence as they work towards their most important goals), and the Lead Creator and Content Expert for Savvy IRA Planning®, offered through Horsesmouth. Jeff is a recipient of the Standing Ovation award, presented by the AICPA Financial Planning Division, and was named to the 2017 class of 40 Under 40 by InvestmentNews.

+Read More+
March 12, 2021

How To Compensate Employee Advisors For Growth And Retention

Angie Herbers

Chief Executive and Senior Consultant, Herbers & Company

Compensation is one of the most influential drivers of employee motivation, and is often used by employers as a way to guide their team’s behaviors. At our March edition of Kitces Office Hours, Michael Kitces and Angie Herbers will discuss the common mistakes that many financial advisory firms make in developing their compensation models for employee advisors, as well as the drivers behind compensation that actually do (and don’t) motivate employees.

Angie Herbers, Herbers & Company

Angie Herbers is Chief Executive and Senior Consultant at Herbers & Company, an independent management and growth consultancy for financial advisory firms. Angie’s deep experience is the growth catalyst behind many of the largest advisory firms in the US, and the fastest growing startups. Her expertise and research is globally syndicated in domestic and international industry publications.

+Read More+
March 2, 2021

Rethinking Monte Carlo Results For Better Client Conversations

Derek Tharp

Lead Researcher at

Monte Carlo analysis has become the dominant approach for financial advisors trying to project out and evaluate the viability of a client’s retirement plan. Yet in practice, today’s Monte Carlo software and associated outputs primarily just show whether a current path is viable, and do little to provide guidance about when and how a prospective retiree might need to make course changes to stay on track. Derek Tharp will discuss how to adapt the Monte Carlo analysis and make it more useful and tangible for clients trying to formulate an actual plan for retirement.

Derek Tharp,

Derek Tharp is Lead Researcher at and an assistant professor of finance at the University of Southern Maine. In addition to his work on this site, Derek assists clients through his RIA Conscious Capital. Derek is a Certified Financial Planner and earned his Ph.D. in Personal Financial Planning at Kansas State University.

+Read More+
February 12, 2021

Finding The “Right” Fees To Charge For Your Advisory Services

Alan Moore

Co-Founder, XY Planning Network

Mark Tibergien

Business Advisor, Mark Tibergien Insights, LLC

Join us in February for Office Hours where Michael Kitces and expert guests Alan Moore and Mark Tibergien will answer your questions about how to price your advisory services and determine the “right” fee to charge, and share the latest Kitces Research data on financial advisor fee pricing.

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February 2, 2021

9 Proven Techniques To Help Clients Change

Dr. Brad Klontz, Psy.D., CFP
Your Mental Wealth Advisors

While financial advisors are taught how to analyze client situations and craft recommendations, there is remarkably little guidance in what to do when clients don’t actually follow those recommendations. Because in the end, helping clients actually change their behavior can be difficult, and the best way to push them forward – without offending them in the process – is not always clear.

Recording for Premier Members

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January 15, 2021

Advisor Website Makeover

Taylor Schulte

host of the Experiments in Advisor Marketing podcast

founder of Define Financial

During January Office Hours, Michael Kitces and Taylor Schulte, who wrote the Nerd's Eye View article 2 Ways I Improved My Advisor Website SEO (And How You Can, Too), discussed the do's and don'ts of building your own website as well as provided the best practices on how to create a site that generate prospects.


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January 5, 2021

No Portfolio is an Island: Optimal Accumulation Portfolios

How does one build an appropriate portfolio for accumulation-stage investors? What assets should be considered for an accumulator’s entire portfolio?

Expert guest David M. Blanchett, PhD, CFA, CFP®, will discuss how financial planners should consider traditional investments alongside human capital, housing, and pension assets. Furthermore, David will discuss the risk of each of these assets and how they should be considered with the overall goal of being able to build an efficient, diversified portfolio.

At this Kitces Monthly Webinar, advisors will learn:

  • How to build appropriate portfolios for investors in the accumulation stage of their lifetime
  • Which assets should be considered in an accumulator’s portfolio, more than just the financial assets
  • What contributes, and doesn’t contribute, to the riskiness of human capital, housing assets and pension assets
+Read More+

Join 44,080 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"!



Continuing education that actually teaches you something.


Practice management advice and tools relevant for your business.​

Join 44,080 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!​




Sign up now & receive a free copy of The Kitces Report: Quantifying the Value of Financial Planning Advice



Continuing education that actually teaches you something.


Practice management advice and tools relevant for your business.​

Join 44,080 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!​