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Financial Advisor Success
- Ep 436: Hiring A Branding Firm To Figure Out The Best Way To Connect With Your Ideal Clients with Nicole Gopoian Wirick May 6, 2025Nicole Gopoian Wirick is the President of Prosperity Wealth Strategies, an RIA based out of Michigan that oversees $70 million in assets under management for 40 households. What’s unique about Nicole is how she hired a branding consultant early on to develop a clear brand identity that reflects her financial planning philosophy and resonates with […]Michael Kitces
- Ep 435: When The Next-Gen “Wealth Builder” Offering Becomes The Main Driver Of Growth For A $1B+ Advisory Firm with Gideon Drucker April 29, 2025Gideon Drucker is the CEO of Drucker Wealth, a hybrid advisory firm based out of New York City that oversees approximately $1 billion in assets under management for 800 client households. What’s unique about Gideon is how he launched a “Wealth Builder” service model to support high-income next-gen clients—within a firm traditionally focused on retirees. […]Michael Kitces
Investopedia
- Why Warren Buffett Says Index Funds Beat Stock Picking for Most Investors May 7, 2025Fact checked by Stella OsobaBloomberg / Contributor / Getty ImagesWarren Buffett, arguably the greatest stock picker of all time, has a surprising piece of advice for everyday investors: don't do it. "A very low-cost index is going to beat a majority of the amateur-managed money or professionally managed money," Buffett has said.Despite building his $166 billion fortune […]Peter Gratton
- New In-Person Requirement at Social Security Offices for 2025: How It Affects You May 7, 2025Fact checked by Suzanne KvilhaugGreggory DiSalvo / Getty ImagesIf you rely on Social Security benefits, new identity verification changes could affect you. As part of an effort to better protect individuals from fraud, the Social Security Administration (SSA) has strengthened its identity verification process.This means new steps to complete routine actions like applying for benefits […]Kristina Byas