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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
- The Ultimate Guide to IDR Applications: What Changed and What Didn't May 9, 2025Fact checked by Betsy PetrickDjelicS / Getty ImagesThe United States Department of Education reopened the application for income-driven repayment (IDR) plans on March 26, 2025, after having suspended it in February. While applying for an IDR plan might be worth it for people with limited incomes or hefty loan balances, IDR might not be the […]Jessica Gibson
- Unpacking the SBA's Involvement in Student Debt Management: What You Need to Know May 9, 2025Fact checked by Ward WilliamsChip Somodevilla / Staff / Getty Images Exterior of the U.S. Small Business Administration’s (SBA) headquarters.On March 21, President Trump announced that the United States Department of Education's portfolio of student loans would be transferred to the Small Business Administration (SBA). Moving this portfolio, currently totaling nearly $1.7 trillion, means that […]Jake Safane