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Financial Services Branding: When and How Should You Redesign Your Company Logo?


Ellie Alexander, creative director at Out & About Communications, shares the benefit of refreshing brand logos to best represent and convey your story.

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How to Plan In-Person Events to Build Community and Loyalty


Alan Moore, co-founder of AdvicePay and XY Planning Network, shares the benefits of diving into a niche and how doing so can strengthen communities.

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How to Navigate Financial Services Compliance in 2024


Through her firm, My RIA Lawyer, Leila Shaver helps firms navigate the top compliance concerns of 2024 and shares with us how firms can stay educated and aware of changes.

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How to Focus Your Energy to Create a Career of Abundance


Kristin Harad, a marketing coach for independent financial advisors and planners, empowers clients to achieve self-driven financial freedom.

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Building a Community Around Your Story and Lessons You’ve Learned


Jully-Alma Taveras has built a community of thousands by sharing financial wisdom for saving and investing to build wealth through her award-winning platform Investing Latina.

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Identifying Purpose to Achieve Success with Christine Beckwith of 20/20 Vision for Success Coaching


In our interview with Christine Beckwith, she shares what makes her approach to coaching financial service professionals unique.

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Cybersecurity: How to Proactively Outsmart Cyber Threats For Your Financial Services Firm


Learn how to safeguard against cyber threats and stay ahead with proactive strategies from Geoff Moore, CIO at Valmark Financial Group.

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How to Use Your LinkedIn Profile to Build Your Personal Brand and Connect with Clients


Karen Yankovich, renowned “LinkedIn Queen” and digital strategist, talks about the power of social media to build a unique personal brand and elevate your online presence.

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Making Noise to Tackle the Financial Education Problem


Stoy Hall, founder of Black Mammoth, tackles financial illiteracy, guiding clients in financial planning and emotional money understanding.

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How a Brand Personality Can Drive Company Culture and Build Trust With Your Audience


Tiffany Silverberg, content director at Out & About Communications, shares why brand personalities are a powerful tool for companies on the verge of growth.

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How to Create Trust-Based Lead Generation with Fintech Solutions


Derek Notman, advisor and fintech CEO, is revolutionizing advisor lead generation with Couplr, a platform that uses human connection to match clients with their ideal financial advisor.

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How to Skill Transfer Your Financial Services Knowledge to More Healthy Habits


Stevyn Guinnip, founder of Grow Wellthy, shares tips for financial professionals to begin to earn back their health.

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Your Media Marketing Strategy: Start By Letting Your Why Shine Through


A financial media trailblazer, Suzanne Siracuse is a highly sought-after thought leader in areas ranging from marketing to leadership and beyond.

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Financial Literacy: The First Step in Becoming Your Own Money Boss


Jamie Bosse, financial planner and mother, shares her passion for financial literacy to help people of all ages navigate their financial journeys.

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The Power of Podcasts: Building Influence by Being Your Own Loud


A fun and insightful interview with Matt Halloran about the power of “being your own loud” and using podcasts to rise above the noise and build influence.

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Providing a Human-First Value Add for Clients and Advisors


An inspiring chat with Lindsay Troxell, founder of Our Coaching Initiative, who is revolutionizing financial advising by integrating life coaching.

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How to Stand Out Through The Power of Niche Marketing


Kristen Luke is a powerhouse marketing expert who helps financial advisors and firms stand out in a crowded marketplace through niche marketing.

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Transformative Power of Taking Bold Action: New Fee and Service Models


A visionary in wealth management, Scott MacKillop followed passion and an unconventional idea to create a revolutionary service model.

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Using Technology to Capture What Matters in Relationships


Julie Littlechild launched Absolute Engagement Engine to help financial advisors bring in technology to further engage clients through all phases of life.

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How Focusing on Your Authentic Self Can Lead to Finding True Success


Mary Grothe blossomed into a sales powerhouse. Hear about her path to success and how she learned being her authentic self was her greatest power of all.

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Alleviating Client Pain Points Through Proactive Education


Andre Kwan demonstrates the importance of identifying a niche and client pain points in creating a valuable service.

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How to Lead with Compassion and Vulnerability


An in-depth interview with Dr. Preston Cherry on the value of mentorship and addressing your humanity within financial guidance.

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How to Connect with Clients to Keep Them Happy and Attract More Like Them


An interview with Jackie Mazur discussing how understanding personality types converts leads to loyal clients.

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How Authenticity Can Help You Attract Your Tribe, Find Your Target Market, and Add Passion to the Bottom Line


How does authenticity drive your marketing and operations efforts? Hear from Sarah Carlson about connecting passion to the bottom line.

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The Evolution of Chasing a Passion


Gail Perry-Mason is an expert dream-chaser. Hear about how she built a community around her passion that will have a lasting impact on future generations.

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Mindset Changes Everything


High-performance business coach Stephanie Bogan shares how efficient change and success begins with mindset.

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Growth Strategy for a Successful 2023


Human capital management expert, Eliza De Pardo shares her insights on hiring challenges and the strategic solutions that will help you build your team in 2023.

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The Future of Work Culture and What You Can Do About It


Nancy Lyons, founder of Clockwork Interactive and author, discusses the role leadership plays in the future of workplace culture.

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Defining Client Engagement Through Co-Creation


Julie Littlechild of Absolute Engagement helps us define client engagement through authentic connection and high-impact service.

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Create a Standout Hiring Process


Owner of Human Being Resources, a “full-life cycle recruitment” firm with a specialization in finding professional talent for the financial services industry, Stephanie Roberts has firsthand insight on how companies can elevate their employee searches to engage top talent in today’s market.

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Promoting Financial Literacy for the Next Generation with Mac Gardner


Mac Gardner shared with us his mission for improving financial literacy for children using books and technology. Watch the interview.

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Tackling the Challenges of Hiring in the Post-COVID Market with Ken Schmitt


In our interview with Ken Schmitt, he describes the current hiring and recruiting trends for employers to note in this post-COVID market.

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How Building Community Helps Create a Space for Women in Finance with Sheryl Hickerson


Females and Finance™ founder Sheryl Hickerson shares her experience of growing a membership community from scratch. Listen here.

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The Trends Influencing Financial Planning Strategies for the Next Decade with Bob Veres


Bob Veres provides his insight on trends in the financial planning field and how financial planners can use these strategies to find success. Listen here.

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Using Education to Elevate the Reverse Mortgage Vertical and Change the Industry with Wendy Peel


In our interview with Wendy Peel, learn more about her approach to changing the industry by addressing the lack of education in reverse mortgages.

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The Power of Community and Simple Messaging to Build the Institute for the Fiduciary Standard


As the president of the Institute for the Fiduciary Standard, Knut Rostad knows the importance of building a community with simple messaging. Listen here to learn more.

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The Importance of Having Processes in Place to Produce High-Quality Content


Learn more about Kitces.com’s behind-the-scenes process for creating relevant and quality content with Sydney Squires, managing editor.

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Building a Virtual Externship for the Next Generation of Financial Planners, with Hannah Moore


Learn more about Amplified Planning founder Hannah Moore’s journey to creating a virtual financial planning externship to fill a gap left by the pandemic.

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How Dr. George M. Blount Transitioned From Wealth Management to Financial Therapist


George M. Blount founded nBalance Financial and shifted his focus from wealth management to the intersectionality of mental and financial health. Learn more about his journey here.

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Driving NAPFA Membership Growth Organically Through Partnerships and New Member Opportunities


Learn more about how Geoffrey Brown, CEO of NAPFA, strives to create an organization that supports financial advisors throughout their professional journey.

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Meet Anita Knotts, Founder and CEO of the Lotus Women’s Institute


We sat down with Anita Knotts, founder of the Lotus Women’s Institute, who is committed to advancing women in financial services. Watch our interview with Anita here.

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Spotlight: Meet Stephanie Gripne, Founder and Executive Director of Impact Finance Center


Find out more about Stephanie Gripne, the founder of Impact Finance Center, which helps investors donate to quality nonprofits and social ventures, in our “On Purpose” series.

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Spotlight: Meet Kira Frye, Financial Services Sales Consultant at TriNet


Meet Kira Frye, sales consultant for TriNet. Learn more about how she helps financial services companies streamline HR processes to grow.

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Spotlight: Meet Daniel Lozier, Director of Sales and Marketing at Primary Funding


Learn how Daniel Lozier, director of sales and marketing at Primary Funding, positions the company to succeed by investing in his team.

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Spotlight: Meet Kristin Hull, Founder and CEO of Nia Impact Capital


Kristin Hull, founder of Nia Global Solution, strives to make investing more accessible to all. Learn more about how she approaches the intersection of social change and finances.

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Spotlight: Meet Cameo Roberson, Founder of Atlas Park Consulting


Find out more about Cameo Roberson, the founder of Atlas Park Consulting, who helps advisory firms create a simple set of systems for success in our “On Purpose” series.

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Spotlight: Meet Marguerita Cheng, Founder and Chief Executive Officer of Blue Ocean Global Wealth


We interviewed Marguerita Cheng, founder and CEO of Blue Ocean Global Wealth. Learn more about how she made the career change to financial planning and did it one with two kids in tow.

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Spotlight: Meet Jason Phillips, Chief of Staff at Onramp Invest


We are spotlighting Jason Phillips, chief of staff at Onramp Invest, who is helping position the company to be the go-to advisory firm for those interested in cryptoassets.

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Spotlight: Meet Morgan Simon, Founding Partner of the Candide Group


Learn about this week’s spotlight on Morgan Simon, an investment advisor who believes in the power of Impact Investing in the financial services industry.

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Spotlight: Meet Ray Lewis, Marketing Director at Brandes Investment Partners in San Diego


We are spotlighting Ray Lewis, marketing director at Brandes Investment Partners, who works to build a corporate culture of collaboration, fun, and independence.

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Spotlight: Meet Daphne Jordan, Wealth Advisor at Pioneer Wealth Management Group


We chatted with Daphne Jordan, a wealth advisor from Pioneer Wealth Management Group, who approaches financial planning and advising from a helping perspective.

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Spotlight: Meet Daniella Chuckran, Marketing Manager at Aspiriant


Today, we are spotlighting Daniella Chuckran, Marketing Manager from Aspiriant in San Diego, who shares an innovative approach to this problem.

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Spotlight: Meet Armond Croom, founder and CEO of The Financial Effect in San Diego, CA


Since I had a degree in finance, I wanted to start a business using my degree, but I wasn't sure what exactly I wanted to do. My best friend at the time, convinced me to attend a dinner where financial planners were pitching their services to new clients.

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Spotlight: Meet Ben Hockema of Illuminate


In this week’s spotlight, we interviewed Ben Hockema, founder and advisor at Illuminate Wealth Management LLC based in Chicago.

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Spotlight: Meet Marianela Collado of Tobias Financial Advisors


I was taught early on about the importance of saving and planning. It was drilled into me. My mom would always say, “I don’t care how much you make, you need to save.”

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Spotlight: Meet Sheena Gray of JPMorgan Chase & Co.


We had the honor to interview Sheena Gray, Executive Director of U.S. Wealth Management, Diversity and Inclusion Leed at J.P Morgan and Chase. In this role, she has been able to have a huge impact on the leaders across the organization.

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Spotlight: Meet Susan Weiner of Investment Writing in Boston, MA


I never thought earning a doctorate in Japanese history would lead me to a career in finance.

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Spotlight: Meet Michelle Donovan


Advisors work hard to help their clients reach their financial goals and make their dreams become a reality. I do the same for my advisor clients. I help them surpass their personal best and develop their own financial security.

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Spotlight: Meet Meredith Benton of Whistle Stop Capital


The investments we make build the world we live in. People often forget how strong that link is. When we provide capital to a company to support its growth, we allow the visions and values of its leaders to come to life.

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Spotlight: Meet Chloé Moore of Financial Staples


I’ve always been good with money, I enjoy crunching numbers and solving problems, and I find joy in helping others. Looking back, I realize that a career in finance is my calling, and I couldn’t see myself doing anything else.

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Spotlight: Meet Danielle Seurkamp of Well Spent Wealth


I didn't know much about financial planning until after college when I happened to be hired at a wealth management firm as a temporary employee. I was supposed to be there for 90 days while an assistant was out for surgery, but I ended up staying for 9 years and working my way up through the ranks.

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