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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
- What Is a Qualified Small Employer Health Reimbursement Arrangement (QSEHRA)? May 12, 2025Fact checked by Vikki VelasquezMorsa Images / Getty Images Small employers may use a QSEHRA to offer tax-free reimbursement for employees' qualifying medical expenses.What Is a Qualified Small Employer Health Reimbursement Arrangement (QSEHRA)?If a small employer does not offer group health insurance coverage, it may provide a qualified small employer health reimbursement arrangement (QSEHRA) instead.With […]The Investopedia Team
- The Secret to Warren Buffett’s Longevity in Investing: 5 Habits To Follow May 12, 2025Bloomberg / Contributor / Getty ImagesWhat's truly remarkable about Warren Buffett is his longevity. From 1965 to 2024, Buffett's Berkshire Hathaway Inc. (BRK.A) returned an incredible compound return of 19.9% per year, nearly double the returns of the S&P 500 Index at 10.4%. While markets have risen and fallen and countless investment fads have come and gone, […]Peter Gratton