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Do you know an advisor who may be interested in outsourcing some of their financial planning tasks? Our firm, Outsourced Planning, is usually completely booked, but we just opened up a spot for one advisor (maybe two, depending on workload). 👉 Our info: outsourcedplanning.com
Want a chance to share YOUR marketing best practices with fellow advicers on the Kitces platform? Join @MichaelKitces (and team) for a free Info Session about contributing to the 2025 Kitces Marketing Summit tomorrow, Friday, January 3rd, from 1:30 – 2 PM ET. You'll learn more…
Great re-frame:
I love this passage from 'Good Work'. If you never leave money on the table, you'll always leave something else on it. That's why I believe 99% of money-at-all-costs businesspeople are miserable. A great new read by @p_millerd
"Advisor Marketing Made Simple" is LIVE! If you're an advisor who is... ‣ Tired of experimenting without results ‣ Craving simple marketing strategies (that work) ‣ Excited to learn from experts and peers ...you're going to love what @kendrarockslife and I have in store…
3 solid questions to ask around your marketing messaging:
we took this clip from @david_perell's podcast episode with @harrydry and added some magic 🪄 • added images to highlight the story • used colors that go in line with a studio • highlighted the key points #buildinpublic
1/? 🚨SECURE Act FINAL Regs are here!🚨 I honestly can't remember a time when advisors, tax pros and "mom and pop" investors more eagerly awaited news from the IRS. But more than 4 1/2 years after SECURE was passed, we now have some definitive answers to key Qs. A thread...
For anyone who's in industry media (or has a friend who is that you can @ tag in the thread)... our Kitces Team is hiring for a new Managing Editor! Our existing Managing Editor - the awesome Sydney Squires - has decided she wants to spend more time writing with us and pursuing…
"7 Of The Biggest Mistakes Advisors Make On Social Media," ft. @SamanthaTwenty, "10 Factors To Determine If Your Potential Niche Is Really Viable (And How To Finetune If Necessary) by @KristenLuke, and more… 👉 benjamindaniel.com/new-advisor-ma…
"The Landscape For Back-Office Planning Vs. Client-Facing Roles" ft. @NewPlnrRec, "Yes, Every Advisor Can Learn To Sell Comfortably And Effectively" by Beverly Flaxington, and more… 👉 benjamindaniel.com/whats-trending…
Are you a new advisor hesitant to publish your first blog post, podcast, or video? A look at how even today's top creators — @garyvee, @MichaelKitces, & @jayclouse — didn't start out PERFECT. @DefineFinancial's advice: "Just" press publish, learn, & iterate. 👉 Link in bio.
A new marketing podcast for advisors is launching... Advisors get to ask the questions and @TaylorSchulte & I will provide actionable advice from TWO different perspectives. Sign up to get 1:1 help from us: bit.ly/4dcPM9c
"The Best Way to Get Things Done" by @dollarsanddata, "How to Sell Your Value and Other Lessons Learned from Running a Solo Practice for 25 Years" ft. @cathycurtis, and more… 👉 benjamindaniel.com/whats-trending…
🎉🔥 The Externship is back!!! 🔥🎉 And we are giving five registrations for $5 on April 5th!! To be eligible, register to our insiders list: amplifiedplanning.com/externship
Advisor wellbeing, "Scarcity Loops," & much more: • The "Big 4" factors driving advisor happiness ft. @MichaelKitces • How Scarcity Loops impact client plans ft. @Michael_Easter • How to give advice clients actually follow ft @jbrendanfrazier 👉 Link in bio: @Advisor_Project
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