As monetary advisors, we aren’t any stranger to the unimaginable advantages of long-term compounding. From the truth that a future retiree can save $1M by ‘simply’ saving $300/month and investing it right into a diversified progress portfolio that may develop at 8% annual for 40 years from age 25 to 65. To the illustration in James Clear’s “Atomic Habits” ebook that bettering a mere 1% per day in what you do can cumulatively compound to a 37X(!) enhance in outcomes over the span of a 12 months (or a mere 12X enhance when you solely enhance on working days 😊).
From the enterprise perspective, we (as many organizations) embrace this at Kitces.com by all the time on the lookout for alternatives to make incremental “1% higher” enhancements to what we ship to the monetary advicer group, the platform that we’ve constructed to ship it, and the way we function the enterprise internally. With the caveat that, notably in an period the place AI can expedite the constructing of just about something, the most important query is just not whether or not enhancements may be achieved, however which enhancements specifically are most necessary to concentrate on first.
And so yearly, we ask you – our readers – to take a quick survey and supply your suggestions about what you need to make this web site even higher for you, to make sure we keep heading in the right direction in including worth to the monetary planning group and pursuing our mission to make monetary advicers higher and extra profitable. And particularly after the quantity of change over the previous few years, from increasing with our new “Monetary Advisor Technician” podcasts (and creating a brand new industry-wide “Greatest Advisor Podcasts” checklist), to constructing an Advisor Providers Map to enrich our well-liked AdvisorTech Map, to the growth of our Annual Tax CE Intensive to pair with our Annual (IAR) Ethics CE Day and most not too long ago the rollout of our new “Degree Up” case-study-based coaching program for newer advisors… we’re extra keen than ever on your suggestions about how we’re doing, the place we are able to enhance, your ideas about some new concepts we’re contemplating, and your suggestions about what else we may very well be doing to assist the advicer group.
As a result of we actually do take your suggestions severely. Over time, Nerd’s Eye View reader suggestions has formed every little thing from the visible design of the weblog (from its authentic dense small font!), to the ongoing growth of our Members part from providing CFP to now CPE credit for CPAs and IAR CE for RIAs that may be earned by studying Nerd’s Eye View weblog articles (and now listening to the Monetary Advisor Technician podcast!), the launch of the Monetary Advisor Success and Kitces & Carl podcasts, our well-liked “Grasp Listing” of all the key Monetary Advisor conferences and Greatest Books for Advisors, and now the coming design refresh of our Nerd’s Eye View weblog later this 12 months.
So no matter what sort of reader you might be: an advisor or somebody who works in an advisory agency house workplace, a person shopper who reads this weblog on your personal profit, a CPA, legal professional, or one other associated skilled that works with monetary advisors, otherwise you’re related to a vendor who serves advisors… I hope you may take part on this 12 months’s survey. It is solely 12 suggestions questions, ought to take no quite a lot of minutes, and can stay open till September 4, 2026.
Thanks prematurely for taking a couple of minutes to entry our Reader Survey beneath, and share your suggestions! 😊
