About
Michael E. Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL, is the Head of Planning…
Activity
-
Life doesn't stop just because you've added an extra thing to your plate, which has been a continual element to balance as I've worked on my CFP…
Life doesn't stop just because you've added an extra thing to your plate, which has been a continual element to balance as I've worked on my CFP…
Liked by Michael Kitces
-
AI meeting notetakers might be great for client meetings to help an advisor focus on conversation while capturing detailed notes, but these benefits…
AI meeting notetakers might be great for client meetings to help an advisor focus on conversation while capturing detailed notes, but these benefits…
Shared by Michael Kitces
-
Looking to lead more intentional and impactful discovery meetings? Our new Kitces Course, Facilitating a (More) Effective Discovery Meeting Process…
Looking to lead more intentional and impactful discovery meetings? Our new Kitces Course, Facilitating a (More) Effective Discovery Meeting Process…
Shared by Michael Kitces
Experience
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
Volunteer Experience
Publications
-
The NextWave of Financial Planning
See publicationInvestors have high expectations for the value they receive from advisors. Yet technology innovation and new client engagement techniques are outpacing advisor adoption.
Learn the eight actions you can take now to make innovative financial planning the core of your offering with SEI’s new white paper, The Next Wave of Financial Planning.
-
Advisor's Guide To Annuities
The National Underwriter Company
Designed for professionals who need to know how and when annuities work, The Advisor's Guide to Annuities provides objective, impartial guidance on what annuities can and cannot do, their costs, and what risk-management features annuities offer. All delivered in easy-to-read language.
Other authors -
-
Improving Risk-Adjusted Returns Using Market-Valuation-Based Tactical Asset
Journal of Financial Planning
-
Tools & Techniques of Retirement Income Planning
The National Underwriter Company
Tools & Techniques of Retirement Income Planning addresses the emerging need to satisfy clients’ perceived and actual security—based on psychological and behavioral finance issues. Specialized practitioners will understand defining/reducing risk, stochastic modeling and income planning research, as well as future trends facing Baby Boomer retirement. Discover how to develop custom models targeted at replacing the stability of a regular monthly paycheck while controlling withdrawals.
Other authors -
More activity by Michael
-
Why growth engines that once fueled the firm may stall as it scales ➡️Stephanie Bogan, founder of Limitless Advisor, shares 3 growth strategies on…
Why growth engines that once fueled the firm may stall as it scales ➡️Stephanie Bogan, founder of Limitless Advisor, shares 3 growth strategies on…
Posted by Michael Kitces
-
Expanding From $75M Solo To $260M Multi-Advisor Team By Creating A "Company Blueprint": Hilary Hendershott, MBA, CFP®, founder of Hendershott Wealth…
Expanding From $75M Solo To $260M Multi-Advisor Team By Creating A "Company Blueprint": Hilary Hendershott, MBA, CFP®, founder of Hendershott Wealth…
Shared by Michael Kitces
-
Many thanks to Kitces.com and all who participated in the August 2025 study, “The Technology That Independent Financial Advisors Actually Use And…
Many thanks to Kitces.com and all who participated in the August 2025 study, “The Technology That Independent Financial Advisors Actually Use And…
Liked by Michael Kitces
-
Converting A Primary Residence Into Rental Property: There are a range of complex tax planning strategies, potential tax pitfalls, and planning…
Converting A Primary Residence Into Rental Property: There are a range of complex tax planning strategies, potential tax pitfalls, and planning…
Shared by Michael Kitces
-
Key considerations for where and how clients might invest assets in their long-term care "bucket", and more on investment planning this…
Key considerations for where and how clients might invest assets in their long-term care "bucket", and more on investment planning this…
Shared by Michael Kitces
-
9 Rights (And Wrongs) In the First 9 Years Of Building An RIA: Shawn Tydlaska, CFP®, MBA, founder of Ballast Point Financial Planning, LLC, shares a…
9 Rights (And Wrongs) In the First 9 Years Of Building An RIA: Shawn Tydlaska, CFP®, MBA, founder of Ballast Point Financial Planning, LLC, shares a…
Shared by Michael Kitces
-
#WeekendReading: Helping Clients Determine Whether A Continuing Care Retirement Community Is Right For Them: Why financial advisors can play a…
#WeekendReading: Helping Clients Determine Whether A Continuing Care Retirement Community Is Right For Them: Why financial advisors can play a…
Shared by Michael Kitces
-
Prospective clients without immediate financial concerns can present a unique challenge for financial advisors: turning their curiosity into…
Prospective clients without immediate financial concerns can present a unique challenge for financial advisors: turning their curiosity into…
Shared by Michael Kitces
-
How To Keep A Hot Stock Market From Melting A Client's Retirement Dreams 🔥An analysis finds that 'hot' mutual funds and ETFs that experience strong…
How To Keep A Hot Stock Market From Melting A Client's Retirement Dreams 🔥An analysis finds that 'hot' mutual funds and ETFs that experience strong…
Shared by Michael Kitces
-
Most firms obsess over tools for operations, planning, and client service. But when it comes to actually creating new demand (inbound lead…
Most firms obsess over tools for operations, planning, and client service. But when it comes to actually creating new demand (inbound lead…
Liked by Michael Kitces
-
This #WeekendReading kicks off with a Charles Schwab survey which finds that firms are targeting growth in Assets Under Management (AUM) in the…
This #WeekendReading kicks off with a Charles Schwab survey which finds that firms are targeting growth in Assets Under Management (AUM) in the…
Shared by Michael Kitces
-
Here's how likely advisors are to use technology for 45 different business functions (taken from our newly-released Kitces Research report on…
Here's how likely advisors are to use technology for 45 different business functions (taken from our newly-released Kitces Research report on…
Shared by Michael Kitces
-
"Imagine you had a magic wand that could let you change anything about your current financial situation – what would you change, and why?"…
"Imagine you had a magic wand that could let you change anything about your current financial situation – what would you change, and why?"…
Shared by Michael Kitces
-
LAST CALL: The 2025 Kitces Research Survey on Advisor Wellbeing closes soon! https://kitc.es/4oUFBvV This biannual study is your chance to share…
LAST CALL: The 2025 Kitces Research Survey on Advisor Wellbeing closes soon! https://kitc.es/4oUFBvV This biannual study is your chance to share…
Shared by Michael Kitces
-
When Is The Backdoor Roth Even Worth Doing? While backdoor Roth conversions can be a valuable strategy, it comes with significant rules and nuances…
When Is The Backdoor Roth Even Worth Doing? While backdoor Roth conversions can be a valuable strategy, it comes with significant rules and nuances…
Shared by Michael Kitces
Other similar profiles
Explore top content on LinkedIn
Find curated posts and insights for relevant topics all in one place.
View top content