News and Updates

Many clients seek financial advisors for their expertise and their abilities to guide them through financial decisions. However, for some clients, the ambiguity that inevitably arises from uncertain outcomes can be very distressing, especially when it comes to investments during volatile times. While these clients may have general concerns about their financial future, their concerns Read More... The post Kitces & Carl Ep 92: When Clients Want Certainty You Just Can’t Give Them first appeared on Kitces.com .

When financial planning clients think about their future, they might imagine a relaxing retirement, world travel, or other pleasant experiences. What they’re probably not considering is their own death, even though everyone’s time remaining on Earth is finite (even if the number of years they have left is unknowable). And using this perspective, advisors can Read More... The post How To Manage Strong Emotions When Asking Clients Kinder Life Planning Questions first appeared on Kitces.com .

Welcome back to the 293rd episode of the Financial Advisor Success Podcast! My guest on today's podcast is Anna N’Jie-Konte. Anna is the founder of Dare to Dream Financial Planning, an independent RIA based in New York City that has grown to more than $400,000 of annual revenue in barely 3 years by building a Read More... The post #FA Success Ep 293: Jumpstarting Growth By Showing Up Differently Where Prospects Are (Digitally) Concentrated, With Anna N’Jie-Konte first appeared on Kitces.com .