Commentary from Michael Kitces on financial planning news and strategies


May
7

6 Discovery Meeting Questions To Find Clients’ (Real) “Why” And Set Goals That (Actually) Resonate

For many financial advisors, an early planning conversation often includes asking clients to identify financial goals. But when clients are still emotionally weighed down by an immediate pain point – the source of their stress or uncertainty that led them to seek out their advisor in the first place – their ability to articulate meaningful Read More... The post 6 Discovery Meeting Questions To Find Clients’ (Real) “Why” And Set Goals That (Actually) Resonate first appeared on Kitces.com .
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May
6

#FASuccess Ep 436: Hiring A Branding Firm To Figure Out The Best Way To Connect With Your Ideal Clients, With Nicole Gopoian Wirick

Welcome everyone! Welcome to the 436th episode of the Financial Advisor Success Podcast! My guest on today's podcast is Nicole Gopoian Wirick. Nicole is the president of Prosperity Wealth Strategies, an RIA based in Bloomfield Hills, Michigan, that oversees $70 million in assets under management for 40 client households. What's unique about Nicole, though, is Read More... The post #FASuccess Ep 436: Hiring A Branding Firm To Figure Out The Best Way To Connect With Your Ideal Clients, With Nicole Gopoian Wirick first appeared on Kitces.com .
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May
5

Altruist Raises $152M To Compete With “Big 2” RIA Custodians (And More Of The Latest In Financial #AdvisorTech – May 2025)

Welcome to the May 2025 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 Altruist has announced a $152 million fundraising Read More... The post Altruist Raises $152M To Compete With “Big 2” RIA Custodians (And More Of The Latest In Financial #AdvisorTech – May 2025) first appeared on Kitces.com .
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