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Description | Home of the Nerd's Eye View financial planning industry blog and The Kitces Report newsletter for IMCA and CFP CE credits, published by Michael Kitces. |
h1 tags | Financial planning knowledge to help you better serve your clients. |
h2 tags | Practice management ideas you can implement yourself. Weekend Reading for Financial Planners (Aug 7-8) Leveraging 529A ABLE Accounts For Disabled Beneficiaries To Gain The Emotional Benefits Of Greater Financial Autonomy #FA Success Ep 240: Driving Client Growth By Communicating Solutions In Practical Terms, With Thomas Gau The Latest In Financial #AdvisorTech (August 2021) Weekend Reading for Financial Planners (July 31-Aug 1) Kitces & Carl Ep 65: Handling Clients Who Bring Their Own ‘Hot’ Investment Ideas |
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