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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 

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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

December 8, 2021

Kitces Financial Planning Value Summit

During this four-hour virtual conference, you’ll have a chance to see what successful financial planning value looks like, with a unique behind the scenes look at real financial advisors’ efforts to demonstrate their value in their marketing, their financial planning process, and their ongoing advice services. Afterwards, connect with your peers at our Community Event.

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December 7, 2021

End-of-Year and 2022 Planning with Looming Tax Law Changes 

Join Jeff Levine, CPA/PFS, CFP®, Lead Financial Planning Nerd at, for our December Kitces Monthly Webinar where he’ll walk through pertinent details of the new/proposed tax law changes, and provide greater awareness of potential changes and tax strategies to implement before closing out 2021 and start 2022.

Jeff Levine Headshot Photo

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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November 19, 2021

Confidently Raising Your Fees With Existing Clients

Join Michael and expert guests Kathleen Burns Kingsbury and Stephanie Bogan as they discuss how to confidently have the fee-increase conversation with existing clients. 

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November 2, 2021

Upping Your Question Game: 25 Questions for Better Client Connections Throughout The  Financial Planning Engagement 

Asking great questions during client conversations is an essential part of the job as a financial advisor. Great questions help advisors gather important information, and great questions can even help motivate clients to take action. Meghaan Lurtz will discuss the different types of questions that are available to advisors as well as how and when to use these questions throughout the financial planning relationship.

Meghaan Lurtz, Lecturer of Financial Psychology, Columbia University

Meghaan Lurtz, Ph.D., FBS™ is a Professor of Practice at Kansas State University where she teaches courses for the Advanced Financial Planning Certificate Program, a lecturer at Columbia University where she teaches Financial Psychology, and an on-staff writer and researcher of financial psychology at

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October 15, 2021

Differentiating Your Advisor Value Proposition To Stand Out With (The Right) Prospects

As more and more advisors offer increasingly comprehensive financial planning and deliver more service to clients, it’s becoming harder to differentiate between every other advisor who is also doing the same thing. At this Month's Office Hours, Michael and expert guests Kristen Luke and Robert Sofia will share what it takes to really differentiate from the competition, including factors that actually lead prospective clients to choose one advisor over another as well as how to avoid "differentiators" that unwittingly lead to just blending in instead of truly standing out.

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October 5, 2021

Utilizing ETFs in Client Portfolios: Opportunities, Challenges and Trends

Join us at the October Kitces Monthly Webinar where ETF expert Dave Nadig, CIO and Director of Research at ETF Trends, will discuss how and why ETFs are so efficient, as well as where they fall down, why focusing on exposure trumps everything else, and how to understand the true total cost of ETF ownership.

Dave Nadig, ETF Trends

ETF industry pioneer Dave Nadig is Chief Investment Officer and Director of Research of ETF Trends and ETF Database. Nadig comes with 25 years of ETF experience, most recently as Managing Director of, where he helped grow the business and provide expert commentary for the past decade.

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September 17, 2021

Moving ‘Upmarket’ To Attract More Truly-High-Net-Worth Clients

Michael and Matt Oechslifounder and CEO of The Oechsli Institute will discuss what the research tells us about how affluent investors select their advisors (and why they care more about partnering with their advisors), as well as ways advisors can tailor their marketing to reach more affluent clients and increase their revenue. 

Matt Oechsli, Founder and CEO of The Oechsli Institute

Matt Oechsli is the founder and CEO of The Oechsli Institute, which does primary research into affluent investors and how they select advisors, and then provides financial advisor marketing and sales consulting and coaching on how to leverage those research insights to grow their firms by reaching more affluent clients.

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September 15, 2021

Analyzing Biden’s New “American Families Plan” Tax Proposal

In this late-breaking webinar, Jeffrey Levine will take a deep dive into all the details of the latest Biden Tax Plan proposal, and provide his expert perspective on the planning issues and strategies advisors need to consider as the law is finalized in the weeks to come.

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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September 7, 2021

Estate Planning With Legislative Uncertainty: Strategies For The Biden (And Other) Tax Proposals

Jamie Hopkins will discuss current proposals and associated drivers that may affect estate planning, as well as the 10 steps of a solid estate planning process that you can easily apply in your client conversations. 

Jamie Hopkins, Managing Partner of Wealth Solutions at Carson Group

Jamie P. Hopkins is the Managing Partner of Wealth Solutions at Carson Group. He also serves as Finance Professor of Practice at Creighton University’s Heider College of Business. A nationally recognized writer and researcher, Jamie is a regular contributor to Forbes, InvestmentNews, and MarketWatch. A highly sought-after speaker in the financial services industry, Jamie has also been featured on Wall Street Journal podcasts, NPR radio, and Fox radio, and has made multiple appearances for NBC10 Philadelphia, PBS, and USA Today.

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August 20, 2021

Building A Great Client Experience That Is About More Than Just Great Service

Julie Littlechild, Founder of Absolute Engagement and Dennis Moseley-Williams, Founder of Moseley-Williams Strategic Consulting join Michael for August Kitces Office Hours where they will discuss how the delivery of a great client experience starts with viewing everything about your financial planning process as an experience to be staged for clients, and why, in the end, it's not just about what you do for clients, but what positive changes you bring, and the transformations that are created in their lives.

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August 3, 2021

CRUTs As An Alternative To The Stretch IRA: Opportunities And Caveats

At August’s Kitces Monthly webinar, Jeffrey Levine will share the strategies and nuances of using a CRT to provide clients with the benefit of a lifetime payout as an alternative to the no-longer-available stretch IRA. In this webinar, advisors will learn how the SECURE Act changed the stretch IRA and the impact of the 10-Year Rule as well as the client factors planners will want to look for and consider when suggesting the CRT as a potential alternative to a stretch IRA.

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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July 16, 2021

Demonstrating Your Ongoing Value To Charge (Ongoing) Financial Planning Fees

The ongoing rise of firms providing financial planning value beyond 'just' the portfolio is leading more and more advisory firms to charge advice fees in addition to (or in lieu of) an AUM fee. The good news of subscription and retainer fee models is that the advisor can get paid for giving advice beyond the portfolio, and even be compensated for the advice they provide to clients who don't have a portfolio. Learn how advisory firms are explaining the ongoing value that their clients will receive for the advice fees they pay, and how you can demonstrate your firm's ongoing financial planning value.

Alan Moore, Co-Founder XY Planning Network

Alan Moore is the co-founder of XY Planning Network (which supports nearly 1,500 advisors utilizing monthly subscription and other fee-for-service models) and AdvicePay (which handles payment processing for ongoing advice fees), giving him unique insight into how real-world advisors are structuring their ongoing advice fees and what they're doing to earn and substantiate those fees.

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July 6, 2021

Rethinking Risk Tolerance

Choosing the “right” risk tolerance questionnaire receives little consideration among financial advisors today, despite being a requirement for FINRA-registered brokers and insurance agents, and a matter of fiduciary protection for registered investment advisors. Michael Kitces will explore what exactly risk tolerance is, how it is distinct from risk capacity and risk perception, what risk tolerance questionnaires are designed to measure, and what it takes to create a high-quality risk tolerance questionnaire that will serve as a useful tool for assessing a client's risk tolerance.

Michael Kitces, Founder

Michael E. Kitces is the Head of Planning Strategy at Buckingham Wealth Partners and is a passionate advocate for evolving, expanding, and institutionalizing excellence in financial planning. In addition, he is a co-founder of the XY Planning Network, the former Practitioner Editor of the Journal of Financial Planning, and the publisher of the e-newsletter The Kitces Report and the popular financial planning industry blog Nerd’s Eye View through his website, dedicated to advancing knowledge in financial planning.

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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.

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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.

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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.

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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
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Continuing education that actually teaches you something.


Practice management advice and tools relevant for your business.​

Join 47,178 of your fellow financial

advicers 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


Join 47,178 fellow financial advicers 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 47,178 of your fellow financial

advicers 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!​