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  • #FASuccess Ep 424: Executing A Successful Internal Succession Plan In The Private Equity Era Of Advisor M&A, With David Grau Jr.
    on February 11, 2025 at 12:01 pm

    Welcome everyone! Welcome to the 424th episode of the Financial Advisor Success Podcast! My guest on today's podcast is David Grau, Jr. David is the President of Succession Resource Group, an advisory consulting and valuation business based in Portland, Oregon that serves independent financial advisors with RIAs and broker-dealers. What's unique about David, though, isRead More... The post #FASuccess Ep 424: Executing A Successful Internal Succession Plan In The Private Equity Era Of Advisor M&A, With David Grau Jr. first appeared on Kitces.com.

  • How To Determine The ‘Best’ CFP Education Program (For You): 2025 Update
    on February 10, 2025 at 12:02 pm

    To earn the CFP marks, candidates must fulfill four key requirements: Education (holding a bachelor's degree and completing the required coursework through a CFP Board registered program), Exam (passing the 170-question CFP exam), Experience (gaining hands-on experience providing financial advice to the public), and Ethics (acting as a fiduciary). Among these, the Education component offersRead More... The post How To Determine The ‘Best’ CFP Education Program (For You): 2025 Update first appeared on Kitces.com.

  • Weekend Reading For Financial Planners (February 8–9)
    on February 7, 2025 at 7:00 pm

    Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that CFP Board CEO Kevin Keller this week announced his plans to retire and step down from his position at the end of April next year. During his nearly two-decade tenure, Keller oversaw a near-doubling ofRead More... The post Weekend Reading For Financial Planners (February 8–9) first appeared on Kitces.com.

  • Kitces & Carl Ep 157: Reducing The Fears Of Prospective Clients By Communicating Clear Expectations Before The First Meeting
    on February 6, 2025 at 12:03 pm

    The introductory meeting is a high-stakes moment for both advisors and prospects, often nerve-wracking for both sides. Advisors must decide how to present themselves, respond to questions, explain complex issues in an engaging way, and propose and explain their long-term proposition. And at the same time, prospects are likely to feel vulnerable and equally nervousRead More... The post Kitces & Carl Ep 157: Reducing The Fears Of Prospective Clients By Communicating Clear Expectations Before The First Meeting first appeared on Kitces.com.

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Personal Finance

  • #FASuccess Ep 424: Executing A Successful Internal Succession Plan In The Private Equity Era Of Advisor M&A, With David Grau Jr.
    on February 11, 2025 at 12:01 pm

    Welcome everyone! Welcome to the 424th episode of the Financial Advisor Success Podcast! My guest on today's podcast is David Grau, Jr. David is the President of Succession Resource Group, an advisory consulting and valuation business based in Portland, Oregon that serves independent financial advisors with RIAs and broker-dealers. What's unique about David, though, isRead More... The post #FASuccess Ep 424: Executing A Successful Internal Succession Plan In The Private Equity Era Of Advisor M&A, With David Grau Jr. first appeared on Kitces.com.

  • How To Determine The ‘Best’ CFP Education Program (For You): 2025 Update
    on February 10, 2025 at 12:02 pm

    To earn the CFP marks, candidates must fulfill four key requirements: Education (holding a bachelor's degree and completing the required coursework through a CFP Board registered program), Exam (passing the 170-question CFP exam), Experience (gaining hands-on experience providing financial advice to the public), and Ethics (acting as a fiduciary). Among these, the Education component offersRead More... The post How To Determine The ‘Best’ CFP Education Program (For You): 2025 Update first appeared on Kitces.com.

  • Weekend Reading For Financial Planners (February 8–9)
    on February 7, 2025 at 7:00 pm

    Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that CFP Board CEO Kevin Keller this week announced his plans to retire and step down from his position at the end of April next year. During his nearly two-decade tenure, Keller oversaw a near-doubling ofRead More... The post Weekend Reading For Financial Planners (February 8–9) first appeared on Kitces.com.

  • Kitces & Carl Ep 157: Reducing The Fears Of Prospective Clients By Communicating Clear Expectations Before The First Meeting
    on February 6, 2025 at 12:03 pm

    The introductory meeting is a high-stakes moment for both advisors and prospects, often nerve-wracking for both sides. Advisors must decide how to present themselves, respond to questions, explain complex issues in an engaging way, and propose and explain their long-term proposition. And at the same time, prospects are likely to feel vulnerable and equally nervousRead More... The post Kitces & Carl Ep 157: Reducing The Fears Of Prospective Clients By Communicating Clear Expectations Before The First Meeting first appeared on Kitces.com.

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