Sofia Martins
Ongoing Retirement Strategy: Why One-Time Planning Falls Short and How to Build a Lifelong Financial Blueprint
Key Insights: Life is unpredictable, and your path to retirement is no exception. Ongoing financial planning can help…
Dubai Elite Converge: ASCN.ai Unveils Cutting-Edge AI-Powered Trading Solutions at Exclusive Event
Get ready for an exclusive crypto AI event in Dubai on October 30, where ASCN.ai will host a…
Helping Retired Clients To Actually Start Spending And Enjoying Their Money: Kitces & Carl Ep 178
Entering retirement often signals a profound shift in an individual's philosophy, time, and goals. This new chapter is…
Addressing Clients’ Cognitive Decline: Regulatory Responsibilities And Measures To Mitigate Risk
Financial advisors have a fiduciary duty to their clients, meaning that they must take the client's interests into…
Making The Sell-Or-Keep Decision When You Hit A $260M AUM Wall: #FASuccess Ep 465 With Todd Pisarczyk
Welcome everyone! Welcome to the 465th episode of the Financial Advisor Success Podcast! My guest on today's podcast…
How To Start Investing With Just $100 (Beginner-Friendly Plan)
If I only had $100 to invest, where would I start? This is one of my favorite questions…
Weekend Reading For Financial Planners (November 22–23)
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the…
AI Compliance: Applying Existing SEC Regulatory Frameworks To Fast-Moving Technologies
Given that the pace of technological change is often swift, regulatory bodies often struggle to keep regulations up…
Hiring A Director Of Talent To Shape The Development Of Next Generation Advisors (And The Lead Advisors Who Train Them): #FASuccess Ep 464 With Katie Calagui
Welcome everyone! Welcome to the 464th episode of the Financial Advisor Success Podcast! My guest on today's podcast…
Ways Advisors Can Optimize For AI Search With A Marketing Strategy Refresh
Content marketing has long been a popular way for financial advisors to attract clients, given its ability to…
Weekend Reading For Financial Planners (November 15–16)
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the…
Ways To Say No To Avoid Making Yourself Too Busy: Kitces & Carl Ep 177
As financial advisors progress in their careers (and lives), their attention is often pulled in many directions as…
Why (Most) Advisors Shouldn’t Serve As Clients’ Trustees: Ethical Conflicts, Dual Fiduciary Duties, And The SEC Custody Rule
Financial advisors are used to having close and trusting relationships with their clients, given the advisor's involvement in…
Hiring Advisory Firm Employees For The Long Term: How To (Efficiently) Screen For The Right Culture Fit
Hiring in a financial planning firm often represents an important inflection point, where the decision to expand headcount…
Weekend Reading For Financial Planners (November 1–2)
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the…
