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Have a conference you think we should add to our Master Financial Advisor Conference List for 2021? Great! Just fill out the form below to have your event considered!

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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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Finally...

Continuing education that actually teaches you something.

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!