Michael Kitces

Geometric Wealth Advisors founder Andrew Leonard discusses how he set up his practice to specialize on serving the partners of the big three strategy consulting firms, Bain, McKinsey, and BCG.

Minoti Rajput of Secure Planning Strategies details what it really means to work with special needs families.

Tom Kennedy discusses what it's like to shift from the wholesale business to the advisory business.

True Measure Wealth Management's Patrick Turner explains why he intentionally crafted his advisory firm to achieve his own personal goals instead of just growth, growth, growth.

Element Financial Group's Alexandra Levi details her business strategy split 50/50 between investment management and financial planning services.

Erin Botsford describes how she built and evolved her advisory firm, Bostford Financial Group, over the years.

Scott Frank details how he incorporates life planning questions into client meetings to create buy-in to the financial planning process.

Creative Planning's Peter Mallouk reveals to Michael Kitces what he plans to do with the outside capital the firm's received from private equity firm General Atlantic.