Home Financial Planning 2023 Highlights – The Prime 22 Nerd’s Eye View Weblog Posts You Would possibly Have Missed

2023 Highlights – The Prime 22 Nerd’s Eye View Weblog Posts You Would possibly Have Missed

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2023 Highlights – The Prime 22 Nerd’s Eye View Weblog Posts You Would possibly Have Missed


As 2023 involves a detailed, I’m as soon as once more so grateful to all of you, the ever-growing variety of readers who proceed to often go to this Nerd’s Eye View Weblog (and share the content material with your mates and colleagues, which we drastically respect!).

We acknowledge (and respect!) that this weblog – its articles and podcasts – is an everyday behavior for tens of hundreds of advisors, however that not everybody has the time or alternative to learn each weblog publish or pay attention to each podcast that’s launched from Nerd’s Eye View all year long. As a lot of you famous in response to our Reader Surveys, most of you select which content material to learn or hearken to based mostly on headlines and subjects which are of curiosity (and skip the remainder). But in follow, which means that an article as soon as missed is usually by no means seen once more, ‘overwritten’ (or at the least bumped out of your Inbox!) by the subsequent day’s, week’s, and month’s price of content material that comes alongside.

Accordingly, simply as I did final 12 months, and in 2021, 2020, 20192018201720162015, and 2014I’ve compiled for you this Highlights Checklist of our high 22 articles in 2023 that you just might need missed, together with just a few of our hottest episodes of “Kitces & Carl” and the “Monetary Advisor Success” podcasts. So whether or not you are new to the weblog and #FASuccess (and Kitces & Carl) podcasts and have not searched by means of the Archives but, or just have not had the time to maintain up with all the pieces, I hope that a few of these will (nonetheless) be helpful for you! And as all the time, I hope you may take a second to share podcast episodes and articles of curiosity with your mates and colleagues as nicely!

Do not miss our Annual Guides as nicely – together with our record of the “10 Finest Monetary Advisor Conferences To Attend in 2024“, the ever-popular annual “2023 Studying Checklist of Finest Books For Monetary Advisors“, and our more and more in style Monetary Advisor “FinTech” Options Map and AdvisorTech Listing!

Within the meantime, I hope you are having a secure and joyful vacation season. Thanks once more for the chance to serve you in 2023, and  I hope you get pleasure from all the brand new options and sources we’ll be rolling out in 2024 (and past!), too!

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