Michael E. Kitces

About the Author

Michael E. Kitces

Michael E. Kitces, MSFS, MTAX, CFP, CLU, ChFC, is the director of research for Pinnacle Advisory Group, a private wealth management firm located in Columbia, Md., that oversees approximately $1 billion of client assets. He is the publisher of the e-newsletter The Kitces Report and the blog Nerd’s Eye View through his website www.Kitces.com. Kitces is also one of the 2010 recipients of the Financial Planning Association’s “Heart of Financial Planning” awards for his dedication to advancing the financial planning profession. Follow Kitces on Twitter at @MichaelKitces.

• Do New Financial Planners Focus Too Much on a Partnership Career Track? Part 2

  By Michael E. Kitces  |  September 28, 2012

  As long as the only track to a higher income is partnership, there's just no way to tell who's actually going to be a good partner.

• Do New Financial Planners Focus Too Much on a Partnership Career Track?

  By Michael E. Kitces  |  September 24, 2012

  Ultimately, the reality may be that only a few newer planners really have the inclination to be a partner.

• Will Australian Financial Reforms Be a Template for the U.S.? Pt. 2

  By Michael E. Kitces  |  September 24, 2012

  Changes include a ban on investment commissions and fiduciary duty for those giving advice.

• Will Australian Financial Reforms Be a Template for the U.S.? Pt. 1

  By Michael E. Kitces  |  September 17, 2012

  Changes include a ban on investment commissions and fiduciary duty for those giving advice.

• A Double Standard: Should Practice Management Really Be Eligible for CE? Pt. 2

  By Michael E. Kitces  |  September 7, 2012

  Maybe the real reason planners are struggling in their practices is not that they need practice management content that isn't eligible for CE, but simply that they need better practice management content, tools, and resources in the first place.

• Should Practice Management Really Be Eligible for CE? Part 1

  By Michael E. Kitces  |  September 6, 2012

  Who wants a doctor who skipped classes on the latest medical treatments to instead learn about marketing or a new billing software?

• Can Prospecting for Clients Be Outsourced? Part 2

  By Michael E. Kitces  |  August 10, 2012

  Having your prospecting done by a third-party service doesn't eliminate the sales part of the process; for better or for worse, you still have to turn the prospects into clients.

• Can Prospecting for Clients Be Outsourced? Part 1

  By Michael E. Kitces  |  August 9, 2012

  In financial services, platforms offering “lead generation” were traditionally used to deliver prospects who wanted a particular product—not those looking for advice.

• Forget the TAMP, Pt. 1: It’s Time for the TFPP

  By Michael E. Kitces  |  July 23, 2012

  The inspiration for today's blog post is the recent announcement that LPL Financial has acquired Veritat. A new option is beginning to emerge: the Turnkey Financial Planning Program.

• Why Blogging Should Replace Newsletters for Financial Planners, Pt. 2

  By Michael E. Kitces  |  July 18, 2012

  By publishing content via a blog, a virtuous cycle of followers passing on content to new followers begins to build over time.