Sofia Martins
Weekend Reading For Financial Planners (August 23–24)
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the…
When Advising Clients Loses Its Spark: Burned Out, Or Bored-Out?: Kitces & Carl Ep 171
After years of growth and hustle, an advisor might arrive at a stable, profitable firm with loyal clients,…
The 3 Concerns Keeping $25M+ Families Up at Night
Many advisors focus on attracting and serving high net worth individuals and families, and with only a limited…
Weekend Reading For Financial Planners (August 16–17)
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the…
Adding $80M To Your Practice In 7 Years By Providing Financial Education Through Local Seminars: #FASuccess Ep 450 With Ryan Morrissey
Welcome everyone! Welcome to the 450th episode of the Financial Advisor Success Podcast! My guest on today's podcast…
How 3-Member “Triangle Teams” Maximize Per-Advisor and Per-Employee Revenue (Latest From Kitces Research)
The smallest advisory firms – especially those run by unsupported solo advisors – often find that early success…
Weekend Reading For Financial Planners (August 9–10)
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the…
Helping Clients Navigate AI Career Challenges By Building Financial Planning Resiliency: Kitces & Carl Ep 170
AI's increasing development and integration in the workplace presents many opportunities for increased efficiency and production – and,…
Creating An Alternative Custody Fee Model To Offer Advisors Better Fiduciary Alignment
Financial advisors at RIAs have a fiduciary obligation to their clients, which includes both a Duty of Loyalty…
Growing To $2B AUM Organically By Setting High Client Service Standards (And Really Sticking To Them!): #FASuccess Ep 449 With Michelle Perry Higgins
Welcome everyone! Welcome to the 449th episode of the Financial Advisor Success Podcast! My guest on today's podcast…
Nitrogen Launches Its Own AI Notetaker (And More Of The Latest In Financial #AdvisorTech – August 2025)
Welcome to the August 2025 issue of the Latest News in Financial #AdvisorTech – where we look at…
Bitcoin Maxi Blasts XRP Investors With ‘Retarded’ Tag Amid Price Drop
Trusted Editorial content, reviewed by leading industry experts and seasoned editors. Ad Disclosure Bitcoin maxi, FiatHawk criticized XRP…
Exchanges Receive 21,400 Bitcoin At A Loss From Short-Term Holders
Bitcoin has broken below the critical $115K support level, reaching a new local low of approximately $112,700. After…
Lawyer Breaks Down Project Crypto: SEC 3.5-Year Mandate To Let Crypto Flourish
Trusted Editorial content, reviewed by leading industry experts and seasoned editors. Ad Disclosure Project Crypto, a sweeping mandate…
China’s Crypto Liquidation Plans Reveal Its Grand Strategy
Opinion by: Joshua Chu, co-chair of the Hong Kong Web3 Association Last week’s announcement of Hong Kong’s LEAP Digital…
