Michael Kitces

True North Retirement Advisors CEO Ashley Micciche figured out how to raise a family and build her business.

Donna Skeels Cygan explains why she sold her first advisory firm and started over.

Justin Goodbread measures his firm's performance not on the returns tracked in a client's portfolio but rather how the small business owner's net worth increases over time.

Jania Stout, co-founder of Fiduciary Plan Advisors at HighTower, built and automated a stewardship report in her CRM to show all of her clients all the behind-the-scenes work that the firm does on their behalf.

Sullivan, Bruyette, Speros & Blayney's Martine Lellis describes her career path.

Sabrina Lowell takes Michael Kitces behind the scenes of Mosaic Financial Partners' sale to Private Ocean last year.

Shirl Penney, co-founder and CEO of Dynasty Financial Partners, discuses the four key service lines the firm offers and why he's so upbeat on the RIA model.

Savant Capital's Brent Brodeski explains what it takes to buy out a retiring co-founder and the trials and tribulations he went through finding new outside investors.