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Financial Advisor Success
- Ep 502: Managing $240M As A 3-Person Team Through A Structured Meeting Approach with Wendy Ciehanski August 11, 2026Your client review meetings could become your firm's biggest competitive advantage. Today's guest shares how her advisory firm has refined a structured client review process over more than 25 years, creating a consistent meeting cadence that improves efficiency while strengthening long-term client relationships. Wendy Ciehanski is a Senior Wealth Advisor at Composition Wealth, and she joins […]Michael Kitces
- Ep 501: Navigating Succession Planning That Doesn't Turn Out As Expected (Even When You're Doing Everything Right) with Rick Kahler August 4, 2026You can take all the 'right' steps for succession planning… and it still might not go according to plan. After building an RIA managing approximately $300 million in assets for 130 client households, today's guest discovered that even the most carefully considered succession plans can unravel, forcing firm owners to adapt and rethink their future. Rick Kahler […]Michael Kitces
NY Times Economix
- 😭 or 😂: Do Your Emojis Make You Look Old? August 16, 2026When it comes to emoji usage, we’re all just following teen girls.Eve Washington, Larry Buchanan and Claire Cain Miller
- Could El-Sayed Cost Democrats Michigan? August 16, 2026Not all progressives are equal: Candidates of the activist left typically don’t perform as well as other Democrats.Nate Cohn
- Outrage at UnitedHealth and Other Insurers Persists After Brian Thompson Killing August 14, 2026Higher premiums and rising medical bills have intensified Americans’ dissatisfaction with their medical coverage.Reed Abelson
- Flashback: Your Weekly History Quiz, Aug. 15, 2026 August 14, 2026Can you sort 8 historical events?Charlie Millson
- Flashback: Your Weekly History Quiz, Aug. 8, 2026 August 14, 2026Can you sort 8 historical events?Steve Anderson
