Kitces & Carl Ep 06: Building Resiliency For The Stress Of Being A Financial Advisor

A big part of a financial advisor’s job is to be a release valve for their clients’ financial anxieties… it’s an essential aspect of how we add value in helping them manage their “behavior gap” and avoid making poor financial decisions for themselves. Because unfortunately, no matter how well we prepare our clients conceptually aboutRead More...
April 25, 2019, 2:41 pm

Key Tax Considerations When Advising Non-US Citizen Clients

Benjamin Franklin famously quipped, “In this world, nothing can be said to be certain, except death and taxes.” For as long as anyone claims the rights and privileges of their sovereign nation in which they are citizens, the governments of those countries reserve the right to tax their citizens in order to provide the government’sRead More...
April 24, 2019, 11:02 am

#FASuccess Ep 121: Crafting A Differentiated Investment Process By Engaging Clients And Community, with Rachel Robasciotti

Welcome back to the 121st episode of Financial Advisor Success Podcast! My guest on today’s podcast is Rachel Robasciotti. Rachel is the founder of Robasciotti & Philipson, an independent RIA in the San Francisco area that oversees $140 million of assets for more than 100 individual clients. What’s unique about Rachel, though, is the wayRead More...
April 23, 2019, 11:04 am

The Economics Of Growth: Why The Second 100 Clients Are Far Less Profitable Than The First

The traditional path to growing an advisory firm – or any business – is fairly straightforward: craft a product or service that you can deliver profitably, and then deliver it profitably to more and more people. The greater the number of clients or customers who are paying for the solution, the more total revenue theRead More...
April 22, 2019, 11:03 am

Weekend Reading for Financial Planners (Apr 20-21)

Enjoy the current installment of “weekend reading for financial planners” – this week’s edition kicks off with the big news that the FPA has released the second iteration of its OneFPA Network initiative, which backs off the key controversial requirement for chapters to be dissolved and “nationalized”… but still doesn’t seem to effectively answer the questionRead More...
April 19, 2019, 6:54 pm

 

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