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Kitces.com is a niche, practitioner-focused publication dedicated to the professional practice of financial planning.
- Indexed articles, last 90 days
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- Sep 29, 2026
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Systematizing Your Differentiated Service As A (True) Retirement Expert While Scaling To $850M Of AUM: #FASuccess Ep 509 With Dana Anspach (opens the original)
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Welcome everyone! Welcome to the 509th episode of the Financial Advisor Success Podcast! My guest on today's podcast is Dana Anspach. Dana is the founder of Sensible Money,
Ep 509: Systematizing Your Differentiated Service As A (True) Retirement Expert While Scaling To $850M Of AUM with Dana Anspach (opens the original)
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Standing out as a true retirement expert: today's guest shares how she systemized her service by leaning into decumulation planning and running multiple tests on client plans to give them greater confidence that they will meet their retirement goals. Dana Anspach is the founder of Sensible Money, an RIA based in Scottsdale, Arizona, that oversees $850 million in assets under management for 330 client households. In this episode, you'll hear how Dana uses historical return sequences to stress tes
What Really Drives Client Referrals (opens the original)
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Client referrals have long been a cornerstone of organic new client growth because they tap into a resource every established advisor already has: an existing client base. But before getting into specific referral strategies, there is a prerequisite to receiving any referrals at all: clients need to feel that the advisor provides enough value to be worth recommending. After all, referrals require clients to spend their time and put their own reputation on the line with those in their network. Cl
Weekend Reading For Financial Planners (September 26–27) (opens the original)
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Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a survey indicates many financial planning clients are concerned about rising consumer costs, with healthcare expenses at the forefront. Which suggests financial advisors have the opportunity to offer value both by increasing their clients' confidence in their financial plan (e.g., by stress testing it for different inflationary environments) and by
Applying Fiduciary Principles To Demonstrate Value And Build Client Trust During 401(k) Rollover Conversations (opens the original)
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While a financial advisor might prefer to manage all of a client's investible assets, when clients participate in a workplace retirement plan such as a 401(k), the assets in the plan typically can't be moved to a new managed account while the client remains employed there. A key moment for an advisor, then, occurs when a client separates from service by retiring or leaving their former employer and becomes eligible to roll their workplace retirement plan into an IRA. While there are many potenti
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