Connect With Me

Attend Live Events with the Kitces Team and Industry Experts

Office Hours for Premier Members

Our commitment to delivering relevant information to our advisor community begins by asking what our Members want to know. Every month, Michael invites an industry expert to host Members-only Office hours with him, where the conversation is guided by what our Premier Members ask and vote on, from questions on the latest news to challenges and opportunities they’re facing in their practice.

Our Next Office Hours Event

March 12, 2021 @ 3:30 PM EST

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.

Registration coming soon!

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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The Perks of a Kitces Premier Membership

While the Nerd’s Eye View blog is free to all, the Kitces.com 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 Kitces.com 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

March 2, 2021

Rethinking Monte Carlo Results For Better Client Conversations

Derek Tharp

Lead Researcher at Kitces.com

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, Kitces.com

Derek Tharp is Lead Researcher at Kitces.com 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.

PREMIER MEMBER Recording

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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+

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

RECEIVING OUR LATEST RESEARCH AS IT IS RELEASED!

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

 

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"!

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