For many advisory corporations, 2022 has been a 12 months of relative stability, market volatility however. After 2 years of the pandemic forcing huge adjustments to most corporations’ methods and processes, from consumer conferences to inner administration to advertising and marketing and enterprise growth, advisory corporations are more and more ‘discovering their groove’ on this new post-pandemic (or a minimum of, post-acute-pandemic) period as they develop accustomed to the brand new methods of getting enterprise executed.
For Kitces.com, it has been an identical 12 months of consolidation, because the previous 2 years have tripled the Kitces staff, and led to the rollout of every little thing from our Digital Summits on Advertising and Advisor Worth to our Kitces Programs on Tax Return Evaluations and Social Safety, our AdvisorTech Listing, and most lately the launch of IAR CE in our Members Part. Which suggests now it’s time as soon as once more to take a minimum of a short pause to get some suggestions about how we’re doing.
Yearly, we ask you – our readers – for suggestions about what you wish to make this web site even higher for you, to make sure we keep heading in the right direction in including worth to the advicer group and making monetary advisors higher and extra profitable. And particularly after the quantity of change over the previous few years, 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 significantly. Through the years, 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 Remark system we use, to the enlargement 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, the launch of the Monetary Advisor Success podcast, our in style “Grasp Checklist” of all the main Monetary Advisor conferences and Greatest Books for Advisors, and turning our AdvisorTech Map into a complete AdvisorTech Listing that you should utilize to construct your individual tech stack.
So no matter what sort of reader you might be: an advisor or somebody who works in an advisory agency house workplace, a person client who reads this weblog on your personal profit, a CPA, lawyer, or one other associated skilled that works with monetary advisors, otherwise you’re related to a vendor who serves advisors… I hope you will take part on this 12 months’s survey. It is solely 12 questions, ought to take no quite a lot of minutes, and can stay open till the top of subsequent week.
Thanks prematurely for taking a couple of minutes to entry our Reader Survey beneath, and share your suggestions! 😊