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** Please Update Your RSS Feeder Settings Now! 

We are updating the behind-the-scenes technology used to support the Nerd&apos;s Eye View blog, which will allow us to deliver content to you more effectively in the future. However, this does require you to take one (simple) step to keep getting blog updates from us. 

Please update your RSS software settings to point to this new, updated RSS feed location: http://feeds.kitces.com/KitcesNerdsEyeView 

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<feedburner:origLink>https://www.kitces.com/blog/david-mozeika-493-tomoro-cashflow-planning-client-goals-budgeting-exercise-financial-positioning/</feedburner:origLink>
		<title>Growing To $350M AUM By Putting Client Cash Flow At The Center Of The Planning Process: #FASuccess Ep 493 With David Mozeika</title>
		<link>https://feeds.feedblitz.com/~/957888389/_/kitcesnerdseyeview~Growing-To-M-AUM-By-Putting-Client-Cash-Flow-At-The-Center-Of-The-Planning-Process-FASuccess-Ep-With-David-Mozeika/</link>
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		<dc:creator><![CDATA[Michael Kitces]]></dc:creator>
		<pubDate>Tue, 09 Jun 2026 11:05:00 +0000</pubDate>
				<category><![CDATA[Financial Advisor Success Podcast]]></category>
		<guid isPermaLink="false">https://www.kitces.com/?p=237819</guid>
					<description><![CDATA[<div style="background-color:yellow;color:black;text-align:center;border-color:black;border-width: 2px;border-style:solid;"> <h2>Please Update Your RSS Feeder Settings Now!</h2> <p>We are updating the behind-the-scenes technology used to support the <i>Nerd's Eye View blog</i>, which will allow us to deliver content to you more effectively in the future. However, this does require you to take one (simple) step to keep getting blog updates from us.</p> <p><b>Please update your RSS software settings to point to this new, updated RSS feed location: <a style="color:blue" href="http://feeds.kitces.com/KitcesNerdsEyeView"><strong>http://feeds.kitces.com/KitcesNerdsEyeView</strong></a></p></b> <p>Once you update your RSS reader to the new subscription details, you will continue to receive our ongoing content! Thanks for reading!</p></div><div style="text-align:center;"><h3><a style="color:blue" href="http://feeds.kitces.com/kitcesnerdseyeview"><b>http://feeds.kitces.com/kitcesnerdseyeview</b></a></h3></div>]]></description>
										<content:encoded><![CDATA[<div style="background-color:yellow;color:black;text-align:center;border-color:black;border-width: 2px;border-style:solid;"> <h2>Please Update Your RSS Feeder Settings Now!</h2> <p>We are updating the behind-the-scenes technology used to support the <i>Nerd's Eye View blog</i>, which will allow us to deliver content to you more effectively in the future. However, this does require you to take one (simple) step to keep getting blog updates from us.</p> <p><b>Please update your RSS software settings to point to this new, updated RSS feed location: <a style="color:blue" href="http://feeds.kitces.com/KitcesNerdsEyeView"><strong>http://feeds.kitces.com/KitcesNerdsEyeView</strong></a></p></b> <p>Once you update your RSS reader to the new subscription details, you will continue to receive our ongoing content! Thanks for reading!</p></div><div style="text-align:center;"><h3><a style="color:blue" href="http://feeds.kitces.com/kitcesnerdseyeview"><b>http://feeds.kitces.com/kitcesnerdseyeview</b></a></h3></div>]]></content:encoded>
					
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<feedburner:origLink>https://www.kitces.com/blog/financial-planning-association-membership-fpa-cfp-board-career-progression/</feedburner:origLink>
		<title>Building The Profession Through (Joining) Membership Associations: How Financial Advisors Can Benefit From Being Active With FPA</title>
		<link>https://feeds.feedblitz.com/~/957860231/_/kitcesnerdseyeview~Building-The-Profession-Through-Joining-Membership-Associations-How-Financial-Advisors-Can-Benefit-From-Being-Active-With-FPA/</link>
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		<dc:creator><![CDATA[Daniel Moisand]]></dc:creator>
		<pubDate>Mon, 08 Jun 2026 11:02:42 +0000</pubDate>
				<category><![CDATA[Planning Profession]]></category>
		<category><![CDATA[OPTIN: One Page Business Plan (BAR)]]></category>
		<category><![CDATA[OPTIN: One Page Business Plan (SLIDE IN)]]></category>
		<guid isPermaLink="false">https://www.kitces.com/?p=238000</guid>
					<description><![CDATA[<div style="background-color:yellow;color:black;text-align:center;border-color:black;border-width: 2px;border-style:solid;"> <h2>Please Update Your RSS Feeder Settings Now!</h2> <p>We are updating the behind-the-scenes technology used to support the <i>Nerd's Eye View blog</i>, which will allow us to deliver content to you more effectively in the future. However, this does require you to take one (simple) step to keep getting blog updates from us.</p> <p><b>Please update your RSS software settings to point to this new, updated RSS feed location: <a style="color:blue" href="http://feeds.kitces.com/KitcesNerdsEyeView"><strong>http://feeds.kitces.com/KitcesNerdsEyeView</strong></a></p></b> <p>Once you update your RSS reader to the new subscription details, you will continue to receive our ongoing content! Thanks for reading!</p></div><div style="text-align:center;"><h3><a style="color:blue" href="http://feeds.kitces.com/kitcesnerdseyeview"><b>http://feeds.kitces.com/kitcesnerdseyeview</b></a></h3></div>]]></description>
										<content:encoded><![CDATA[<div style="background-color:yellow;color:black;text-align:center;border-color:black;border-width: 2px;border-style:solid;"> <h2>Please Update Your RSS Feeder Settings Now!</h2> <p>We are updating the behind-the-scenes technology used to support the <i>Nerd's Eye View blog</i>, which will allow us to deliver content to you more effectively in the future. However, this does require you to take one (simple) step to keep getting blog updates from us.</p> <p><b>Please update your RSS software settings to point to this new, updated RSS feed location: <a style="color:blue" href="http://feeds.kitces.com/KitcesNerdsEyeView"><strong>http://feeds.kitces.com/KitcesNerdsEyeView</strong></a></p></b> <p>Once you update your RSS reader to the new subscription details, you will continue to receive our ongoing content! Thanks for reading!</p></div><div style="text-align:center;"><h3><a style="color:blue" href="http://feeds.kitces.com/kitcesnerdseyeview"><b>http://feeds.kitces.com/kitcesnerdseyeview</b></a></h3></div>]]></content:encoded>
					
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<feedburner:origLink>https://www.kitces.com/blog/weekend-reading-for-financial-planners-june-6-7-2026/</feedburner:origLink>
		<title>Weekend Reading For Financial Planners (June 6–7)</title>
		<link>https://feeds.feedblitz.com/~/957784583/_/kitcesnerdseyeview~Weekend-Reading-For-Financial-Planners-June-%e2%80%93/</link>
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		<dc:creator><![CDATA[Adam Van Deusen]]></dc:creator>
		<pubDate>Fri, 05 Jun 2026 18:00:41 +0000</pubDate>
				<category><![CDATA[Weekend Reading]]></category>
		<guid isPermaLink="false">https://www.kitces.com/?p=238045</guid>
					<description><![CDATA[<div style="background-color:yellow;color:black;text-align:center;border-color:black;border-width: 2px;border-style:solid;"> <h2>Please Update Your RSS Feeder Settings Now!</h2> <p>We are updating the behind-the-scenes technology used to support the <i>Nerd's Eye View blog</i>, which will allow us to deliver content to you more effectively in the future. However, this does require you to take one (simple) step to keep getting blog updates from us.</p> <p><b>Please update your RSS software settings to point to this new, updated RSS feed location: <a style="color:blue" href="http://feeds.kitces.com/KitcesNerdsEyeView"><strong>http://feeds.kitces.com/KitcesNerdsEyeView</strong></a></p></b> <p>Once you update your RSS reader to the new subscription details, you will continue to receive our ongoing content! Thanks for reading!</p></div><div style="text-align:center;"><h3><a style="color:blue" href="http://feeds.kitces.com/kitcesnerdseyeview"><b>http://feeds.kitces.com/kitcesnerdseyeview</b></a></h3></div>]]></description>
										<content:encoded><![CDATA[<div style="background-color:yellow;color:black;text-align:center;border-color:black;border-width: 2px;border-style:solid;"> <h2>Please Update Your RSS Feeder Settings Now!</h2> <p>We are updating the behind-the-scenes technology used to support the <i>Nerd's Eye View blog</i>, which will allow us to deliver content to you more effectively in the future. However, this does require you to take one (simple) step to keep getting blog updates from us.</p> <p><b>Please update your RSS software settings to point to this new, updated RSS feed location: <a style="color:blue" href="http://feeds.kitces.com/KitcesNerdsEyeView"><strong>http://feeds.kitces.com/KitcesNerdsEyeView</strong></a></p></b> <p>Once you update your RSS reader to the new subscription details, you will continue to receive our ongoing content! Thanks for reading!</p></div><div style="text-align:center;"><h3><a style="color:blue" href="http://feeds.kitces.com/kitcesnerdseyeview"><b>http://feeds.kitces.com/kitcesnerdseyeview</b></a></h3></div>]]></content:encoded>
					
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<feedburner:origLink>https://www.kitces.com/blog/framework-thank-listen-understand-co-create-when-clients-challenge-advice-with-ai-chatbots/</feedburner:origLink>
		<title>When Clients Use AI To Challenge Your Advice: How To Respond To Deepen Engagement</title>
		<link>https://feeds.feedblitz.com/~/957682412/_/kitcesnerdseyeview~When-Clients-Use-AI-To-Challenge-Your-Advice-How-To-Respond-To-Deepen-Engagement/</link>
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		<dc:creator><![CDATA[Meghaan Lurtz]]></dc:creator>
		<pubDate>Wed, 03 Jun 2026 11:06:19 +0000</pubDate>
				<category><![CDATA[Client Trust & Communication]]></category>
		<guid isPermaLink="false">https://www.kitces.com/?p=237679</guid>
					<description><![CDATA[<div style="background-color:yellow;color:black;text-align:center;border-color:black;border-width: 2px;border-style:solid;"> <h2>Please Update Your RSS Feeder Settings Now!</h2> <p>We are updating the behind-the-scenes technology used to support the <i>Nerd's Eye View blog</i>, which will allow us to deliver content to you more effectively in the future. However, this does require you to take one (simple) step to keep getting blog updates from us.</p> <p><b>Please update your RSS software settings to point to this new, updated RSS feed location: <a style="color:blue" href="http://feeds.kitces.com/KitcesNerdsEyeView"><strong>http://feeds.kitces.com/KitcesNerdsEyeView</strong></a></p></b> <p>Once you update your RSS reader to the new subscription details, you will continue to receive our ongoing content! Thanks for reading!</p></div><div style="text-align:center;"><h3><a style="color:blue" href="http://feeds.kitces.com/kitcesnerdseyeview"><b>http://feeds.kitces.com/kitcesnerdseyeview</b></a></h3></div>]]></description>
										<content:encoded><![CDATA[<div style="background-color:yellow;color:black;text-align:center;border-color:black;border-width: 2px;border-style:solid;"> <h2>Please Update Your RSS Feeder Settings Now!</h2> <p>We are updating the behind-the-scenes technology used to support the <i>Nerd's Eye View blog</i>, which will allow us to deliver content to you more effectively in the future. However, this does require you to take one (simple) step to keep getting blog updates from us.</p> <p><b>Please update your RSS software settings to point to this new, updated RSS feed location: <a style="color:blue" href="http://feeds.kitces.com/KitcesNerdsEyeView"><strong>http://feeds.kitces.com/KitcesNerdsEyeView</strong></a></p></b> <p>Once you update your RSS reader to the new subscription details, you will continue to receive our ongoing content! Thanks for reading!</p></div><div style="text-align:center;"><h3><a style="color:blue" href="http://feeds.kitces.com/kitcesnerdseyeview"><b>http://feeds.kitces.com/kitcesnerdseyeview</b></a></h3></div>]]></content:encoded>
					
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<feedburner:origLink>https://www.kitces.com/blog/mary-chapman-492-cummings-wealth-management-group-virtual-team-steward-leadership-work-environment/</feedburner:origLink>
		<title>Getting Your (Virtual) Team’s Best Work Through Steward Leadership On The Growth Path To $500M: #FASuccess Ep 492 With Mary Chapman</title>
		<link>https://feeds.feedblitz.com/~/957641525/_/kitcesnerdseyeview~Getting-Your-Virtual-Team%e2%80%99s-Best-Work-Through-Steward-Leadership-On-The-Growth-Path-To-M-FASuccess-Ep-With-Mary-Chapman/</link>
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		<dc:creator><![CDATA[Michael Kitces]]></dc:creator>
		<pubDate>Tue, 02 Jun 2026 11:07:44 +0000</pubDate>
				<category><![CDATA[Financial Advisor Success Podcast]]></category>
		<guid isPermaLink="false">https://www.kitces.com/?p=237755</guid>
					<description><![CDATA[<div style="background-color:yellow;color:black;text-align:center;border-color:black;border-width: 2px;border-style:solid;"> <h2>Please Update Your RSS Feeder Settings Now!</h2> <p>We are updating the behind-the-scenes technology used to support the <i>Nerd's Eye View blog</i>, which will allow us to deliver content to you more effectively in the future. However, this does require you to take one (simple) step to keep getting blog updates from us.</p> <p><b>Please update your RSS software settings to point to this new, updated RSS feed location: <a style="color:blue" href="http://feeds.kitces.com/KitcesNerdsEyeView"><strong>http://feeds.kitces.com/KitcesNerdsEyeView</strong></a></p></b> <p>Once you update your RSS reader to the new subscription details, you will continue to receive our ongoing content! Thanks for reading!</p></div><div style="text-align:center;"><h3><a style="color:blue" href="http://feeds.kitces.com/kitcesnerdseyeview"><b>http://feeds.kitces.com/kitcesnerdseyeview</b></a></h3></div>]]></description>
										<content:encoded><![CDATA[<div style="background-color:yellow;color:black;text-align:center;border-color:black;border-width: 2px;border-style:solid;"> <h2>Please Update Your RSS Feeder Settings Now!</h2> <p>We are updating the behind-the-scenes technology used to support the <i>Nerd's Eye View blog</i>, which will allow us to deliver content to you more effectively in the future. However, this does require you to take one (simple) step to keep getting blog updates from us.</p> <p><b>Please update your RSS software settings to point to this new, updated RSS feed location: <a style="color:blue" href="http://feeds.kitces.com/KitcesNerdsEyeView"><strong>http://feeds.kitces.com/KitcesNerdsEyeView</strong></a></p></b> <p>Once you update your RSS reader to the new subscription details, you will continue to receive our ongoing content! Thanks for reading!</p></div><div style="text-align:center;"><h3><a style="color:blue" href="http://feeds.kitces.com/kitcesnerdseyeview"><b>http://feeds.kitces.com/kitcesnerdseyeview</b></a></h3></div>]]></content:encoded>
					
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<feedburner:origLink>https://www.kitces.com/blog/the-latest-in-financial-advisortech-june-2026-altruist-corporate-ria-flourish-taxstatus-risr/</feedburner:origLink>
		<title>Altruist Plans To Launch A New Corporate RIA (And More Of The Latest In Financial #AdvisorTech – June 2026)</title>
		<link>https://feeds.feedblitz.com/~/957608414/_/kitcesnerdseyeview~Altruist-Plans-To-Launch-A-New-Corporate-RIA-And-More-Of-The-Latest-In-Financial-AdvisorTech-%e2%80%93-June/</link>
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		<dc:creator><![CDATA[Ben Henry-Moreland]]></dc:creator>
		<pubDate>Mon, 01 Jun 2026 11:04:09 +0000</pubDate>
				<category><![CDATA[Technology & Advisor FinTech]]></category>
		<guid isPermaLink="false">https://www.kitces.com/?p=237855</guid>
					<description><![CDATA[<div style="background-color:yellow;color:black;text-align:center;border-color:black;border-width: 2px;border-style:solid;"> <h2>Please Update Your RSS Feeder Settings Now!</h2> <p>We are updating the behind-the-scenes technology used to support the <i>Nerd's Eye View blog</i>, which will allow us to deliver content to you more effectively in the future. However, this does require you to take one (simple) step to keep getting blog updates from us.</p> <p><b>Please update your RSS software settings to point to this new, updated RSS feed location: <a style="color:blue" href="http://feeds.kitces.com/KitcesNerdsEyeView"><strong>http://feeds.kitces.com/KitcesNerdsEyeView</strong></a></p></b> <p>Once you update your RSS reader to the new subscription details, you will continue to receive our ongoing content! Thanks for reading!</p></div><div style="text-align:center;"><h3><a style="color:blue" href="http://feeds.kitces.com/kitcesnerdseyeview"><b>http://feeds.kitces.com/kitcesnerdseyeview</b></a></h3></div>]]></description>
										<content:encoded><![CDATA[<div style="background-color:yellow;color:black;text-align:center;border-color:black;border-width: 2px;border-style:solid;"> <h2>Please Update Your RSS Feeder Settings Now!</h2> <p>We are updating the behind-the-scenes technology used to support the <i>Nerd's Eye View blog</i>, which will allow us to deliver content to you more effectively in the future. However, this does require you to take one (simple) step to keep getting blog updates from us.</p> <p><b>Please update your RSS software settings to point to this new, updated RSS feed location: <a style="color:blue" href="http://feeds.kitces.com/KitcesNerdsEyeView"><strong>http://feeds.kitces.com/KitcesNerdsEyeView</strong></a></p></b> <p>Once you update your RSS reader to the new subscription details, you will continue to receive our ongoing content! Thanks for reading!</p></div><div style="text-align:center;"><h3><a style="color:blue" href="http://feeds.kitces.com/kitcesnerdseyeview"><b>http://feeds.kitces.com/kitcesnerdseyeview</b></a></h3></div>]]></content:encoded>
					
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<feedburner:origLink>https://www.kitces.com/blog/weekend-reading-for-financial-planners-may-30-31-2026/</feedburner:origLink>
		<title>Weekend Reading For Financial Planners (May 30–31)</title>
		<link>https://feeds.feedblitz.com/~/957492509/_/kitcesnerdseyeview~Weekend-Reading-For-Financial-Planners-May-%e2%80%93/</link>
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		<dc:creator><![CDATA[Adam Van Deusen]]></dc:creator>
		<pubDate>Fri, 29 May 2026 18:00:07 +0000</pubDate>
				<category><![CDATA[Weekend Reading]]></category>
		<guid isPermaLink="false">https://www.kitces.com/?p=237870</guid>
					<description><![CDATA[<div style="background-color:yellow;color:black;text-align:center;border-color:black;border-width: 2px;border-style:solid;"> <h2>Please Update Your RSS Feeder Settings Now!</h2> <p>We are updating the behind-the-scenes technology used to support the <i>Nerd's Eye View blog</i>, which will allow us to deliver content to you more effectively in the future. However, this does require you to take one (simple) step to keep getting blog updates from us.</p> <p><b>Please update your RSS software settings to point to this new, updated RSS feed location: <a style="color:blue" href="http://feeds.kitces.com/KitcesNerdsEyeView"><strong>http://feeds.kitces.com/KitcesNerdsEyeView</strong></a></p></b> <p>Once you update your RSS reader to the new subscription details, you will continue to receive our ongoing content! Thanks for reading!</p></div><div style="text-align:center;"><h3><a style="color:blue" href="http://feeds.kitces.com/kitcesnerdseyeview"><b>http://feeds.kitces.com/kitcesnerdseyeview</b></a></h3></div>]]></description>
										<content:encoded><![CDATA[<div style="background-color:yellow;color:black;text-align:center;border-color:black;border-width: 2px;border-style:solid;"> <h2>Please Update Your RSS Feeder Settings Now!</h2> <p>We are updating the behind-the-scenes technology used to support the <i>Nerd's Eye View blog</i>, which will allow us to deliver content to you more effectively in the future. However, this does require you to take one (simple) step to keep getting blog updates from us.</p> <p><b>Please update your RSS software settings to point to this new, updated RSS feed location: <a style="color:blue" href="http://feeds.kitces.com/KitcesNerdsEyeView"><strong>http://feeds.kitces.com/KitcesNerdsEyeView</strong></a></p></b> <p>Once you update your RSS reader to the new subscription details, you will continue to receive our ongoing content! Thanks for reading!</p></div><div style="text-align:center;"><h3><a style="color:blue" href="http://feeds.kitces.com/kitcesnerdseyeview"><b>http://feeds.kitces.com/kitcesnerdseyeview</b></a></h3></div>]]></content:encoded>
					
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<feedburner:origLink>https://www.kitces.com/blog/191-kitces-and-carl-podcast-challenges-client-communication-couple-disengaged-spouse-planning/</feedburner:origLink>
		<title>Challenges In Engaging The Disengaged Spouse Of A Client Couple: Kitces &#038; Carl 191</title>
		<link>https://feeds.feedblitz.com/~/957419285/_/kitcesnerdseyeview~Challenges-In-Engaging-The-Disengaged-Spouse-Of-A-Client-Couple-Kitces-Carl/</link>
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		<dc:creator><![CDATA[Michael Kitces]]></dc:creator>
		<pubDate>Thu, 28 May 2026 11:03:00 +0000</pubDate>
				<category><![CDATA[Kitces & Carl Podcast]]></category>
		<guid isPermaLink="false">https://www.kitces.com/?p=237731</guid>
					<description><![CDATA[<div style="background-color:yellow;color:black;text-align:center;border-color:black;border-width: 2px;border-style:solid;"> <h2>Please Update Your RSS Feeder Settings Now!</h2> <p>We are updating the behind-the-scenes technology used to support the <i>Nerd's Eye View blog</i>, which will allow us to deliver content to you more effectively in the future. However, this does require you to take one (simple) step to keep getting blog updates from us.</p> <p><b>Please update your RSS software settings to point to this new, updated RSS feed location: <a style="color:blue" href="http://feeds.kitces.com/KitcesNerdsEyeView"><strong>http://feeds.kitces.com/KitcesNerdsEyeView</strong></a></p></b> <p>Once you update your RSS reader to the new subscription details, you will continue to receive our ongoing content! Thanks for reading!</p></div><div style="text-align:center;"><h3><a style="color:blue" href="http://feeds.kitces.com/kitcesnerdseyeview"><b>http://feeds.kitces.com/kitcesnerdseyeview</b></a></h3></div>]]></description>
										<content:encoded><![CDATA[<div style="background-color:yellow;color:black;text-align:center;border-color:black;border-width: 2px;border-style:solid;"> <h2>Please Update Your RSS Feeder Settings Now!</h2> <p>We are updating the behind-the-scenes technology used to support the <i>Nerd's Eye View blog</i>, which will allow us to deliver content to you more effectively in the future. However, this does require you to take one (simple) step to keep getting blog updates from us.</p> <p><b>Please update your RSS software settings to point to this new, updated RSS feed location: <a style="color:blue" href="http://feeds.kitces.com/KitcesNerdsEyeView"><strong>http://feeds.kitces.com/KitcesNerdsEyeView</strong></a></p></b> <p>Once you update your RSS reader to the new subscription details, you will continue to receive our ongoing content! Thanks for reading!</p></div><div style="text-align:center;"><h3><a style="color:blue" href="http://feeds.kitces.com/kitcesnerdseyeview"><b>http://feeds.kitces.com/kitcesnerdseyeview</b></a></h3></div>]]></content:encoded>
					
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<feedburner:origLink>https://www.kitces.com/blog/client-childfree-trust-planning-lifetime-care-defense-estate-ltc-insurance/</feedburner:origLink>
		<title>Long-Term Care And Estate Planning For Childfree Clients: Inverting The Timeline For Lifetime Care Defense</title>
		<link>https://feeds.feedblitz.com/~/957359183/_/kitcesnerdseyeview~LongTerm-Care-And-Estate-Planning-For-Childfree-Clients-Inverting-The-Timeline-For-Lifetime-Care-Defense/</link>
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		<dc:creator><![CDATA[Jay Zigmont]]></dc:creator>
		<pubDate>Wed, 27 May 2026 11:03:19 +0000</pubDate>
				<category><![CDATA[Estate Planning]]></category>
		<category><![CDATA[OPTIN: Estate Planning (BAR)]]></category>
		<category><![CDATA[OPTIN: Estate Planning (SLIDE IN)]]></category>
		<guid isPermaLink="false">https://www.kitces.com/?p=237669</guid>
					<description><![CDATA[<div style="background-color:yellow;color:black;text-align:center;border-color:black;border-width: 2px;border-style:solid;"> <h2>Please Update Your RSS Feeder Settings Now!</h2> <p>We are updating the behind-the-scenes technology used to support the <i>Nerd's Eye View blog</i>, which will allow us to deliver content to you more effectively in the future. However, this does require you to take one (simple) step to keep getting blog updates from us.</p> <p><b>Please update your RSS software settings to point to this new, updated RSS feed location: <a style="color:blue" href="http://feeds.kitces.com/KitcesNerdsEyeView"><strong>http://feeds.kitces.com/KitcesNerdsEyeView</strong></a></p></b> <p>Once you update your RSS reader to the new subscription details, you will continue to receive our ongoing content! Thanks for reading!</p></div><div style="text-align:center;"><h3><a style="color:blue" href="http://feeds.kitces.com/kitcesnerdseyeview"><b>http://feeds.kitces.com/kitcesnerdseyeview</b></a></h3></div>]]></description>
										<content:encoded><![CDATA[<div style="background-color:yellow;color:black;text-align:center;border-color:black;border-width: 2px;border-style:solid;"> <h2>Please Update Your RSS Feeder Settings Now!</h2> <p>We are updating the behind-the-scenes technology used to support the <i>Nerd's Eye View blog</i>, which will allow us to deliver content to you more effectively in the future. However, this does require you to take one (simple) step to keep getting blog updates from us.</p> <p><b>Please update your RSS software settings to point to this new, updated RSS feed location: <a style="color:blue" href="http://feeds.kitces.com/KitcesNerdsEyeView"><strong>http://feeds.kitces.com/KitcesNerdsEyeView</strong></a></p></b> <p>Once you update your RSS reader to the new subscription details, you will continue to receive our ongoing content! Thanks for reading!</p></div><div style="text-align:center;"><h3><a style="color:blue" href="http://feeds.kitces.com/kitcesnerdseyeview"><b>http://feeds.kitces.com/kitcesnerdseyeview</b></a></h3></div>]]></content:encoded>
					
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<feedburner:origLink>https://www.kitces.com/blog/patrick-lonergan-491-vital-wealth-tax-savings-business-owners-planning-consulting/</feedburner:origLink>
		<title>Earning Premium Planning Fees By Demonstrating Hard-Dollar Tax Savings For Business Owner Clients: #FASuccess Ep 491 With Patrick Lonergan</title>
		<link>https://feeds.feedblitz.com/~/957294722/_/kitcesnerdseyeview~Earning-Premium-Planning-Fees-By-Demonstrating-HardDollar-Tax-Savings-For-Business-Owner-Clients-FASuccess-Ep-With-Patrick-Lonergan/</link>
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		<dc:creator><![CDATA[Michael Kitces]]></dc:creator>
		<pubDate>Tue, 26 May 2026 11:03:16 +0000</pubDate>
				<category><![CDATA[Financial Advisor Success Podcast]]></category>
		<guid isPermaLink="false">https://www.kitces.com/?p=237746</guid>
					<description><![CDATA[<div style="background-color:yellow;color:black;text-align:center;border-color:black;border-width: 2px;border-style:solid;"> <h2>Please Update Your RSS Feeder Settings Now!</h2> <p>We are updating the behind-the-scenes technology used to support the <i>Nerd's Eye View blog</i>, which will allow us to deliver content to you more effectively in the future. However, this does require you to take one (simple) step to keep getting blog updates from us.</p> <p><b>Please update your RSS software settings to point to this new, updated RSS feed location: <a style="color:blue" href="http://feeds.kitces.com/KitcesNerdsEyeView"><strong>http://feeds.kitces.com/KitcesNerdsEyeView</strong></a></p></b> <p>Once you update your RSS reader to the new subscription details, you will continue to receive our ongoing content! Thanks for reading!</p></div><div style="text-align:center;"><h3><a style="color:blue" href="http://feeds.kitces.com/kitcesnerdseyeview"><b>http://feeds.kitces.com/kitcesnerdseyeview</b></a></h3></div>]]></description>
										<content:encoded><![CDATA[<div style="background-color:yellow;color:black;text-align:center;border-color:black;border-width: 2px;border-style:solid;"> <h2>Please Update Your RSS Feeder Settings Now!</h2> <p>We are updating the behind-the-scenes technology used to support the <i>Nerd's Eye View blog</i>, which will allow us to deliver content to you more effectively in the future. However, this does require you to take one (simple) step to keep getting blog updates from us.</p> <p><b>Please update your RSS software settings to point to this new, updated RSS feed location: <a style="color:blue" href="http://feeds.kitces.com/KitcesNerdsEyeView"><strong>http://feeds.kitces.com/KitcesNerdsEyeView</strong></a></p></b> <p>Once you update your RSS reader to the new subscription details, you will continue to receive our ongoing content! Thanks for reading!</p></div><div style="text-align:center;"><h3><a style="color:blue" href="http://feeds.kitces.com/kitcesnerdseyeview"><b>http://feeds.kitces.com/kitcesnerdseyeview</b></a></h3></div>]]></content:encoded>
					
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		<enclosure url="https://feeds.feedblitz.com/-/957625217/_/kitcesnerdseyeview.mp3" length="0" type="audio/mpeg" />
<feedburner:origEnclosureLink>https://media.blubrry.com/financial_advisor_success/traffic.libsyn.com/fasuccess/FAS491.final.mp3?stats-code=blog_embed</feedburner:origEnclosureLink>
</item>
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<feedburner:origLink>https://www.kitces.com/blog/scalable-advisory-firm-pto-policy-paid-time-off-vacation-practice-management-structure-employee-benefits/</feedburner:origLink>
		<title>Designing A (Scalable) Advisory Firm PTO Policy For Your First Hire And Beyond</title>
		<link>https://feeds.feedblitz.com/~/957229334/_/kitcesnerdseyeview~Designing-A-Scalable-Advisory-Firm-PTO-Policy-For-Your-First-Hire-And-Beyond/</link>
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		<dc:creator><![CDATA[Sydney Squires]]></dc:creator>
		<pubDate>Mon, 25 May 2026 11:04:18 +0000</pubDate>
				<category><![CDATA[Practice Management]]></category>
		<category><![CDATA[Research]]></category>
		<category><![CDATA[OPTIN: One Page Business Plan (BAR)]]></category>
		<category><![CDATA[OPTIN: One Page Business Plan (SLIDE IN)]]></category>
		<guid isPermaLink="false">https://www.kitces.com/?p=237764</guid>
					<description><![CDATA[<div style="background-color:yellow;color:black;text-align:center;border-color:black;border-width: 2px;border-style:solid;"> <h2>Please Update Your RSS Feeder Settings Now!</h2> <p>We are updating the behind-the-scenes technology used to support the <i>Nerd's Eye View blog</i>, which will allow us to deliver content to you more effectively in the future. However, this does require you to take one (simple) step to keep getting blog updates from us.</p> <p><b>Please update your RSS software settings to point to this new, updated RSS feed location: <a style="color:blue" href="http://feeds.kitces.com/KitcesNerdsEyeView"><strong>http://feeds.kitces.com/KitcesNerdsEyeView</strong></a></p></b> <p>Once you update your RSS reader to the new subscription details, you will continue to receive our ongoing content! Thanks for reading!</p></div><div style="text-align:center;"><h3><a style="color:blue" href="http://feeds.kitces.com/kitcesnerdseyeview"><b>http://feeds.kitces.com/kitcesnerdseyeview</b></a></h3></div>]]></description>
										<content:encoded><![CDATA[<div style="background-color:yellow;color:black;text-align:center;border-color:black;border-width: 2px;border-style:solid;"> <h2>Please Update Your RSS Feeder Settings Now!</h2> <p>We are updating the behind-the-scenes technology used to support the <i>Nerd's Eye View blog</i>, which will allow us to deliver content to you more effectively in the future. However, this does require you to take one (simple) step to keep getting blog updates from us.</p> <p><b>Please update your RSS software settings to point to this new, updated RSS feed location: <a style="color:blue" href="http://feeds.kitces.com/KitcesNerdsEyeView"><strong>http://feeds.kitces.com/KitcesNerdsEyeView</strong></a></p></b> <p>Once you update your RSS reader to the new subscription details, you will continue to receive our ongoing content! Thanks for reading!</p></div><div style="text-align:center;"><h3><a style="color:blue" href="http://feeds.kitces.com/kitcesnerdseyeview"><b>http://feeds.kitces.com/kitcesnerdseyeview</b></a></h3></div>]]></content:encoded>
					
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