Michael Kitces

Adam Cmejla describes the steps he went through to raise his financial planning fees and focus on a niche audience of optometrists.

In order to focus more on her clients and less on the hassles of being a business owner, Michele Clark joined Acropolis Investment Management, an independent RIA with nearly $1.1 billion in assets under management.

Bone Fide Wealth found Douglas Boneparth uses a media and PR-driven marketing strategy to attract high-income millennial clients.

Lou Tranquilli details his journey through the financial advisory industry, from life insurance sales agent to broker/dealer to hybrid RIA and now an independent RIA.

Leveraging risk tolerance and financial planning software upfront to deepen conversations with prospects, with Nina O’Neal.

Katie Brown and her partner have created playbooks for various aspects of the business, from business development to client experience, in order to stay on track and measure their growth.

Andrew Altfest is the second generation leader in a family advisory firm. He describes how he got involved in the business and his plans for it for the future.

Danna Jacobs focuses on the financial planning aspect of the business while her brother Robert handles the accounting and tax planning aspects.