Michael Kitces on Muck Rack

Michael Kitces

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As seen in: Financial Advisor Success, Kitces and Carl - Real Talk for Real Financial Advisors, Nerd's Eye View, Apple Podcasts, CNBC, The Wall Street Journal, MarketWatch, Morningstar, ThinkAdvisor, InvestmentNews, Financial Advisor, Wealth Management, BenefitsPRO Magazine and
One nerd’s perspective on the financial planning world… CFP, #LifelongLearner, Entrepreneur-In-Denial, Advisor #FinTech, & publisher of the Nerd’s Eye View blog
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Articles

Is It Ever Appropriate To Engage Clients With Fear Of Adverse Outcomes To Persuade Them To Action?: Kitces & Carl 194

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By Michael Kitces
| Nerd's Eye View
Executive Summary Financial advisors often struggle with a frustrating reality: clients routinely delay important planning decisions even when the benefits seem obvious. Estate planning is a particularly common example, as many clients acknowledge the need to update documents, establish trusts, or clarify legacy intentions… yet fail to take action.
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Growing From Solo To Silo’ed Partnership To A $3.3B Enterprise Ensemble (Without Taking Outside Capital): #FASuccess Ep 497 With Shane Morrow

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By Michael Kitces
| Nerd's Eye View
Executive Summary Welcome everyone! Welcome to the 497th episode of the Financial Advisor Success Podcast! My guest on today's podcast is Shane Morrow. Shane is the CEO of IronBridge Wealth Counsel, a hybrid advisory firm based in Austin, Texas, that oversees $3.3 billion in assets under management for 2,600 client households.
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Salesforce, RightCapital, And YCharts Launch Their Own New AI Capabilities (And More Of The Latest In Financial #AdvisorTech – July 2026)

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By Michael Kitces
| Nerd's Eye View
Executive Summary Welcome to the July 2026 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! This month's edition kicks off with the news that Salesforce, RightCapital, and YCharts have all launched their own new AI capabilities, from internal notetakers to capture meeting notes, to analyzers that help to craft better planning...
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