Sofia Martins
Weekend Reading For Financial Planners (November 8–9)
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the…
Money Advice That Doesn’t Work (What To Do Instead)
Let’s be real: we’ve all heard money advice that sounds wise, catchy, even empowering, until you actually try…
2025 End-of-Year Tax Planning Under OBBBA: Roth Conversions, Charitable Contributions, QBI Planning, And More
The One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, largely serves to extend…
Making The Tough Decision To Change Firms To Find The Path To Equity Ownership You’re Seeking: #FASuccess Ep 462 With Maggie Rapplean
Welcome everyone! Welcome to the 462nd episode of the Financial Advisor Success Podcast! My guest on today's podcast…
RightCapital Reduces Switching Costs Of Changing Financial Planning Software With New Data Migration Tool (And More Of The Latest In Financial #AdvisorTech – October 2025)
Welcome to the November 2025 issue of the Latest News in Financial #AdvisorTech – where we look at…
Extending Inherited IRA Distributions Beyond 10 Years By Naming Intentionally Non-Designated Beneficiaries
Before the SECURE Act was passed in 2019, non-spouse heirs who inherited IRAs could 'stretch' Required Minimum Distributions…
The 17 Best Financial Advisor Conferences To Attend In 2026
The rise of the internet fundamentally changed how financial advisors learn and advance their craft. Short of waiting…
How To Stop All Or Nothing Thinking About Your Money
All-or-nothing thinking can sabotage your finances before you even get started. It’s that mindset that says, “If I…
Weekend Reading For Financial Planners (October 25–26)
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the…
Minimize The Data-Gathering Slog: Using “WOOP” Framework To Get Clients To Act
For many financial advisors, one of the most frustrating bottlenecks in the planning process is the data-gathering phase,…
Establishing The Operational Systems It Takes To Truly Serve Ultra-HNW Clients Effectively: #FASuccess Ep 460 With Stephanie Hughes
Welcome everyone! Welcome to the 460th episode of the Financial Advisor Success Podcast! My guest on today's podcast…
Charging For Estate Planning And Document Prep: Navigating Regulatory Hurdles And Real Pricing Benchmarks From Kitces Research
While estate planning has long been an integral part of the financial planning process, most advisors' roles have…
Weekend Reading For Financial Planners (October 18–19)
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the…
Visual Sketches As Conversation Starters To Help Clients Make Better Financial Decisions: Kitces & Carl Ep 175
One of the core challenges of financial planning is that it requires both in-depth technical knowledge and the…
Alternative Investment Due Diligence For RIAs: A Framework For Compliantly Evaluating Private Funds
For financial advisors bound by a fiduciary duty, acting in the client's best interest goes beyond avoiding conflicts…
