Michael Kitces

Derek Notman describes his journey from a high-volume bricks-and-mortar office-based practice to an entirely virtual one.

Mary Beth Storjohann details why she left her successful independent advisory firm to become the chief marketing officer at Abacus Wealth Partners.

Feedback Marketing Group's Dan Allison breaks down the five key points he focuses on to generate productive referrals.

Beverly Flaxington, founder of The Collaborative, details her approach to sales training and how to conduct a meeting with a prospect.

Luna Jaffe describes how she uses her Sacred Money Studios & Prosperity Pie Shoppe to expand her advisory firm's reach.

Tanya Nichols describes why she took a leap last year to start her own independent advisory firm after nearly 20 years in a larger firm environment.

Susan John tells Michael Kitces why she decided to fold the financial planning firm she built from scratch into the bigger F.L. Putnam.

Laura LaTourette discusses the challenges she faced in building up a LGBTQ niche in her rural Georgia town, as well as figuring out how and when to come out of the closet to her own broker-dealer.