FinServ Foundation retweeted
Firms that prioritize 'client-centric' philosophies of technology use - viewing the most important role of technology as improving the quality of advice or clients' experience receiving it - report median revenue of around $500,000 per advisor, compared to $300,000 for those with an 'efficiency-centric' approach (whether focused on reducing costs or freeing up time). Beyond being more productive per advisor, those with client-centric philosophies are also much larger. Total practice revenue for these firms ranges from $1,000,000 to $1,200,000, compared to $400,000 to $600,000 for efficiency-centric firms.
Read more in our latest Kitces Research study on Advisor Technology: kitc.es/3BnX0tc #KitcesResearch #AdvisorTech
FinServ Foundation retweeted
Tax laws are continually changing, making it challenging to keep up. In this on-demand webinar, we discuss the most recent changes, including updates related to the OBBBA, and how these could impact your clients' financial plans.
Additionally, you will receive a practical demonstration of the tax planning tools available in eMoney, making it easier for you to incorporate these insights into your daily work.
Stay informed about the latest tax updates by watching this free webinar at your convenience 👉🏽 bit.ly/4uz68Sa
#financialplanning #taxplanning
FinServ Foundation retweeted
Could not agree more here
People without a great advisor think it’s all about what do you net me above the fee
People with a great advisor understand the value is partially that, but so much more with a lot of intangibles
It’s why people don’t leave great advisors
Here’s what people miss about the high-touch advisory world
Ignore all the value from nonstop consulting, tax alpha on the investment side, time savings, spousal relationship improvement, tax planning, financial planning, etc
Signing up is essentially buying unfettered access to 1 or more professionals' time and energy + taking up a slot on a client roster that is finite, with demand to get on it
You're buying their 3rd party network, the collective consciousness and experiences of their client base, their past experiences, past mentors, professional study groups, the ability to get on a call at a moment's notice, etc
And that ~should be~ wildly expensive
FinServ Foundation retweeted
Replying to @MoneyMagpie
@MoneyMagpie are running a giveaway with four excellent Harriman House titles!
See the full T&Cs and enter here moneymagpie.com/save-money/w…
FinServ Foundation retweeted
How do you stand out as an advisor before the first conversation even begins, especially when prospects are comparing you to a dozen other advisors online?
In this LIVE webinar with @wealthtender, you’ll see exactly how to use technology to quickly differentiate your practice, impress prospects between discovery and onboarding, and deliver a client experience people genuinely talk about.
📆 Next week, in just one session, you’ll learn how to:
📍 Turn introductory meetings into engaging discovery conversations using visual planning with Asset-Map—so prospects immediately feel the difference in working with you.
💡 Deliver a client experience clients clearly understand—and remember—so they leave every meeting with clarity and confidence instead of confusion.
🗣️ Encourage satisfied clients to share their experiences through Wealthtender reviews, turning today’s happy clients into tomorrow’s warm referrals.
🤝 Build trust with prospects researching advisors online by aligning what they read in reviews with what they experience in your meetings.
📈 Create a sustainable growth cycle powered by client advocacy and social proof, so your pipeline fills with right-fit prospects who already see your value.
Seats are limited. Reserve your spot now 👇
hubs.li/Q0476N2r0
FinServ Foundation retweeted
1. KEY GOALS & OBJECTIVES
What are we using money for, and the purpose of all this planning?
We make sure to focus on what you want to accomplish.
We also want to know about big changes or things you want to accomplish this year
FinServ Foundation retweeted
AI won’t eliminate advisors. It will expose which ones actually add value.
This week’s Mojo explores why AI will alter the future of advice, but not in the way most people think.
More here 👇
linkedin.com/pulse/ai-accele…
Financial FOMO is real.
82% say others’ finances shape how they view their own. 85% feel out of sync with friends on money milestones. Learn more in CFP Board’s Financial FOMO: A Survey About Money and Relationships: cfp.net/industry-insights/re…
FinServ Foundation retweeted
Today's thoughts on living a life of purpose:
Living a purposeful life is less about discovering the Meaning of Life and more about experiencing even small and seemingly insignificant parts of the journey itself as meaningful.
Author and artist Austin Kleon refers to this as confusing nouns with verbs. He says, “Lots of people want to be the noun without doing the verb. They want the job title without the work. Let go of the thing that you’re trying to be (the noun), and focus on the actual work you need to be doing (the verb).”
We want so badly to be writers that we fail to savor the joy of writing. Our desire to scale and sell a business leads us to overlook some of the small victories that got us to that place. Our wish to raise accomplished and productive children can blind us to the simple joys of a lazy afternoon in the sun or making a mess in the kitchen.
Kierkegaard was wise when he said, “Life is not a problem to be solved, but a reality to be experienced.” In pursuit of purpose, don’t let The Mission become more important than the beauty of the million small steps along its path.
*pictured here at the RFG Conference with Shannon Spotswood, one of the most mission-driven folks I know
FinServ Foundation retweeted
What does it take to perform under pressure when everything is on the line?
A few weeks ago at #FIS26, Olympic bobsledder and former NFL athlete Johnny Quinn delivered an unforgettable keynote on resilience, preparation, and performing at your best when it matters most.
From getting trapped in a bathroom during the Sochi Olympics (yes, really) to pushing through setbacks on the world stage, Johnny’s story is a powerful reminder that adversity doesn’t define you, how you respond does.
Whether you’re leading a team, guiding clients through uncertainty, or chasing your own goals, his message hits home: Champions are built through preparation, grit, and the courage to keep going.
#FinancialAdvisors #FearlessInvesting #Nitrogen
hubs.ly/Q046WSkP0
FinServ Foundation retweeted
⬇️
To quote @RyanDetrick 💬
“Bad things happen, they aren't fun, they are worrisome and confusing, but we will get past this one also.”
The @MitlinFinancial Team is looking forward to the rest of your deck during Carson Group Partner’s Morning Call. ☎️
Thank you to Ryan and the rest of the research team for all their due diligence.
FinServ Foundation retweeted
✈️Wheels up to Denver for @NitrogenWealth #FIS26! In the meantime, enjoying the insights from the experts on all things Future Focused Estate Planning 🩵
FinServ Foundation retweeted
🚀 3 days. #FIS26
hubs.ly/Q041SJxq0
FinServ Foundation retweeted
Join Chris Kopanski and Brian Sasaki for a live webinar on how advisors use Nitrogen + Wealthbox to create a premium, repeatable prospect journey that builds trust and converts.
📅 TOMORROW! Thursday, Feb 5, 2026
⏰ 2pm ET
👉 Register now >> hubs.ly/Q041BWcG0
FinServ Foundation retweeted
Consider donating before year end and help the next generation of leaders
This Giving Tuesday....
Join us in shaping the future of financial services.
Donate Here → finservfoundation.org/donate
FinServ Foundation retweeted
The Blue Bear is peeking into 2026 👀 🐻 and something big is coming to Denver.
#FearlessInvesting Summit hits Colorado this February ⛷️
⚠️ Ticket prices increase Jan 1, grab yours now.
Be fearless. 🔥 hubs.ly/Q03Ydld_0
FinServ Foundation retweeted
Focus on the process more than anything.
Results matter without question, but you can't always control the results……
#NYR now 2-0-2 in their last four games at home and Mike Sullivan was pleased that was brought up.
"Thanks for pointing that out," he said with a smile.
"We try to really focus on the process more than anything. Results matter without question, but you can't always control the results. What you can control is the process. The process of playing the game the right way, of generating offense, of defending against our opponents, things of that nature...I think now we're scoring. And so that's probably the biggest difference."
FinServ Foundation retweeted
If your 'financial plan' is
• "xyz mutual" permanent life insurance
• "xyz mutual" disability insurance
• "xyz mutual" term insurance
• "xyz mutual" mutual funds
• "xyz mutual" long term care
You aren't working with a financial planner
You have a sales professional
FinServ Foundation retweeted
Is the American Dram of home ownership dead?
Rents are climbing faster than wages.
Long-term renters feel the squeeze.
Without home equity, inflation quietly eats away at your income.
FinServ Foundation retweeted
🧾 Connect tax insights to the Risk Number® with AI Tax Center.
Show clients how taxable vs. gross income shapes their plan, clarity they’ll love.
👉 Learn more
hubs.ly/Q03Wy4-j0
#AITaxCenter #Nitrogen #FinancialAdvisors #TaxPlanning

































