News and Updates

For many financial advisors, setting asset minimums helps ensure that their firm can generate enough revenue to maintain business costs and compensate the advisor appropriately. While finding prospective clients who are a good fit for the firm can be challenging, what can be even more challenging is letting a prospect who doesn’t meet the firm’s Read More... The post Kitces & Carl Ep 105: When A Prospect Doesn’t Meet Your Minimum: Navigating The Awkwardness Gracefully first appeared on Kitces.com .

Seasoned financial advisors have likely worked with clients with a wide variety of workplace retirement accounts, which can vary in terms of their investment offerings, fees, and other characteristics. But given that the U.S. government is the largest employer in the country, it can be especially helpful for advisors to be familiar with the ins Read More... The post Navigating the Thrift Savings Plan: Planning Opportunities To Support Federal Employees, Military Servicemembers, And Veterans first appeared on Kitces.com .

Welcome back to the 319th episode of the Financial Advisor Success Podcast! My guest on today's podcast is Jim Niedzinski. Jim is a Co-Founder of Motive Wealth Advisors, an independent RIA based in the suburbs of Detroit, Michigan, that oversees $250 million in assets under management for nearly 50 families. What's unique about Jim, though, Read More... The post #FA Success Ep 319: Competing For Big Clients As A Small Boutique With A Focus On Task Management With Jim Niedzinski first appeared on Kitces.com .