Kitces.com
Business Profile
Core Value Proposition
Kitces.com provides financial planning knowledge to help advisors better serve their clients, featuring the Nerd's Eye View blog and The Kitces Report newsletter with CE credits, plus memberships, webinars, training courses, and practice-management resources.
Target Customer
Financial advisors and advisory firms seeking continuing education credits, practical practice-management insights, and advisor-technology resources (e.g., CE courses, webinars, and research).
Key Differentiator
A knowledge hub that combines rigorous financial planning research with practitioner-focused insights (Nerd's Eye View), CE-credit programs, and an AdvisorTech map/directory, all in one platform.
Implementation Timeline
Content and events occur on a continuum (weekly articles; monthly/annual events). Notable time-specific items include the Kitces Tax Intensive CE Day (2025) on Thursday, October 30, 11:00 AM–6:30 PM ET. Weekend Reading editions are published periodically (e.g., October 2025 entries).
Pain Points
- 1Advisors need to stay up-to-date with rapidly changing industry trends and insights.
- 2Advisors require access to continuing education credits (CE) for CFP/IMCA and other designations.
- 3Advisors seek practical, implementable practice-management ideas and guidance on advisor technology.
Key Features
- 1Nerd's Eye View financial planning blog
- 2The Kitces Report newsletter with CE credits
- 3Membership options (Individual and Group) with CE catalog access
- 4Live webinars and training courses (e.g., Kitces Tax Intensive CE Day, CE Day events)
- 5AdvisorTech Map & AdvisorTech Directory (fintech/advisor technology resources)
Target Customer Industries
Decision Makers
- 1Group Admin
- 2Director of Financial Planning
- 3President
- 4Managing Partner
Client Results
- 1Over 70,673 financial advisors stay up to date with the latest from the Nerd's Eye View.
- 2Example case: Greenwood Gearhart grew to approximately $1.8 billion in assets under management across 1,070 client households, with a transition to a planning-centric model and growth maintained over time.
- 3Organizations can reduce internal meetings (e.g., Lisa Brown's firm reduced meetings to a daily huddle and an investment committee) and improve staff morale via recognition programs.
Competitive Advantages
- 1CE credits and continuing education opportunities integrated with content (CFP/IMCA) and live events.
- 2A broad, integrated set of resources: research, practice-management ideas, events, and advisor-technology mappings.
- 3Recognized industry visibility and credibility (e.g.,
- 4"Top 10 Influential Blog for Financial Advisors"" quotes available on site).
- 5Access to a comprehensive AdvisorTech map/directory to evaluate technology options.
Key Benefits
Case Studies & Success Stories
Calm Excellence at Greenwood Gearhart
Lisa Brown's firm shifted from investment-centric to planning-centric growth, achieving scale to approximately $1.8B AUM across 1,070 client households, while implementing a 'calm excellence' framework, reducing meetings, and improving staff morale and client service.
Additional Product Information
Product Description
Kitces.com is the home of the Nerd's Eye View blog and The Kitces Report newsletter, offering CE credits, membership access, live webinars, training courses, conferences, and a broad set of resources for financial planning professionals.
Target Market
Financial advisors, RIAs, and advisory firms seeking knowledge, CE credits, practice-management ideas, and advisor-technology resources.
Unique Value Proposition
A centralized platform that blends rigorous financial planning research with practitioner-focused insights, CE-enabled education, and a comprehensive AdvisorTech ecosystem to support advisory firms and their clients.
Technical Requirements
Not specified in the provided content.
Pricing Model
Not specified in the provided content.
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