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

1Stay informed with industry insights and research (Nerd's Eye View).

2Earn CE credits through newsletters, events, and courses.

3Access practical, implementable practice-management ideas.

4Explore and map advisor technology options via the AdvisorTech Map/Directory.

5Engage with podcasts, Weekend Reading, and case studies to improve client service.

Case Studies & Success Stories

Calm Excellence at Greenwood Gearhart

Case #1

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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