Sofia Martins
Weekend Reading For Financial Planners (October 11–12)
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the…
3 Strategies To Optimize Incentive Stock Options Planning And Address AMT
For clients receiving Incentive Stock Options (ISOs) as part of their compensation, the potential for wealth creation can…
Overcoming Perfectionism Burnout While Still Serving Clients Well With A Standard Of “Calm Excellence”: #FASuccess Ep 458 With Lisa Brown
Welcome everyone! Welcome to the 458th episode of the Financial Advisor Success Podcast! My guest on today's podcast…
Origin’s New ‘AI Financial Advisor’ Won’t Threaten Human Advisors (And More Of The Latest In Financial #AdvisorTech – October 2025)
Welcome to the October 2025 issue of the Latest News in Financial #AdvisorTech – where we look at…
Weekend Reading For Financial Planners (October 4–5)
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the…
What ‘Jobs’ Have You Given Money (That Shape How You Give Advice)?: Kitces & Carl Ep 174
The profession of financial advice often centers on the logistical, logical outcomes of financial planning – spending down…
10 Charts Showing Top 10 Market Themes For Client Conversations In Q4 2025
Following the equity market volatility of the first half of 2025, investors (and their advisors) saw a calmer…
Making Financial Planning Less Scary For New Clients By Focusing First On What Brings Them Joy: #FASuccess Ep 457 With Larry Sprung
Welcome everyone! Welcome to the 457th episode of the Financial Advisor Success Podcast! My guest on today's podcast…
The 4 Key Drivers Of Advisor Productivity: How The ‘Right’ Team Unlocks New Growth
Most advisors actively seek to become more productive – that is, to generate more revenue for every person…
Weekend Reading For Financial Planners (September 27–28)
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the…
Why “Downside Protection” ETFs Don’t Protect Portfolios As Well As A Stock-Bond Mix (In The Long Term)
Investors nearing or in retirement often face the challenge of balancing their aversion to short-term losses with the…
9 Rights (And Wrongs) In the First 9 Years Of Building An RIA
For many financial advisors, the journey of building a firm from scratch is a blend of idealism, grit,…
My Realistic Monthly Budgeting Routine (A Breakdown)
If you’ve ever opened your budgeting app or spreadsheet and instantly felt overwhelmed, trust me, I’ve been there.…
Weekend Reading For Financial Planners (September 20–21)
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the…
Why Delaying Social Security Benefits Isn’t Always The Best Decision
When deciding on the optimal age to claim Social Security benefits, conventional wisdom – backed by much of…
