FinServ Foundation

A great look at Advisor Satisfaction

Firms that prioritize 'client-centric' philosophies of technology use - viewing the most important role of technology as improving the quality of advice or clients' experience receiving it - report median revenue of around $500,000 per advisor, compared to $300,000 for those with an 'efficiency-centric' approach (whether focused on reducing costs or freeing up time). Beyond being more productive per advisor, those with client-centric philosophies are also much larger. Total practice revenue for these firms ranges from $1,000,000 to $1,200,000, compared to $400,000 to $600,000 for efficiency-centric firms.  Read more in our latest Kitces Research study on Advisor Technology: kitc.es/3BnX0tc #KitcesResearch #AdvisorTech

Tax laws are continually changing, making it challenging to keep up. In this on-demand webinar, we discuss the most recent changes, including updates related to the OBBBA, and how these could impact your clients' financial plans. Additionally, you will receive a practical demonstration of the tax planning tools available in eMoney, making it easier for you to incorporate these insights into your daily work. Stay informed about the latest tax updates by watching this free webinar at your convenience 👉🏽 bit.ly/4uz68Sa #financialplanning #taxplanning

Could not agree more here People without a great advisor think it’s all about what do you net me above the fee People with a great advisor understand the value is partially that, but so much more with a lot of intangibles It’s why people don’t leave great advisors

@MoneyMagpie are running a giveaway with four excellent Harriman House titles! See the full T&Cs and enter here moneymagpie.com/save-money/win…

How do you stand out as an advisor before the first conversation even begins, especially when prospects are comparing you to a dozen other advisors online? In this LIVE webinar with @wealthtender, you’ll see exactly how to use technology to quickly differentiate your practice, impress prospects between discovery and onboarding, and deliver a client experience people genuinely talk about. 📆 Next week, in just one session, you’ll learn how to: 📍 Turn introductory meetings into engaging discovery conversations using visual planning with Asset-Map—so prospects immediately feel the difference in working with you. 💡 Deliver a client experience clients clearly understand—and remember—so they leave every meeting with clarity and confidence instead of confusion. 🗣️ Encourage satisfied clients to share their experiences through Wealthtender reviews, turning today’s happy clients into tomorrow’s warm referrals. 🤝 Build trust with prospects researching advisors online by aligning what they read in reviews with what they experience in your meetings. 📈 Create a sustainable growth cycle powered by client advocacy and social proof, so your pipeline fills with right-fit prospects who already see your value. Seats are limited. Reserve your spot now 👇 hubs.li/Q0476N2r0

1. KEY GOALS & OBJECTIVES What are we using money for, and the purpose of all this planning? We make sure to focus on what you want to accomplish. We also want to know about big changes or things you want to accomplish this year

AI won’t eliminate advisors. It will expose which ones actually add value. This week’s Mojo explores why AI will alter the future of advice, but not in the way most people think. More here 👇 linkedin.com/pulse/ai-accel…

Financial FOMO is real. 82% say others’ finances shape how they view their own. 85% feel out of sync with friends on money milestones. Learn more in CFP Board’s Financial FOMO: A Survey About Money and Relationships: cfp.net/industry-insig…

Today's thoughts on living a life of purpose: Living a purposeful life is less about discovering the Meaning of Life and more about experiencing even small and seemingly insignificant parts of the journey itself as meaningful. Author and artist Austin Kleon refers to this as confusing nouns with verbs. He says, “Lots of people want to be the noun without doing the verb. They want the job title without the work. Let go of the thing that you’re trying to be (the noun), and focus on the actual work you need to be doing (the verb).” We want so badly to be writers that we fail to savor the joy of writing. Our desire to scale and sell a business leads us to overlook some of the small victories that got us to that place. Our wish to raise accomplished and productive children can blind us to the simple joys of a lazy afternoon in the sun or making a mess in the kitchen. Kierkegaard was wise when he said, “Life is not a problem to be solved, but a reality to be experienced.” In pursuit of purpose, don’t let The Mission become more important than the beauty of the million small steps along its path. *pictured here at the RFG Conference with Shannon Spotswood, one of the most mission-driven folks I know

What does it take to perform under pressure when everything is on the line? A few weeks ago at #FIS26, Olympic bobsledder and former NFL athlete Johnny Quinn delivered an unforgettable keynote on resilience, preparation, and performing at your best when it matters most. From getting trapped in a bathroom during the Sochi Olympics (yes, really) to pushing through setbacks on the world stage, Johnny’s story is a powerful reminder that adversity doesn’t define you, how you respond does. Whether you’re leading a team, guiding clients through uncertainty, or chasing your own goals, his message hits home: Champions are built through preparation, grit, and the courage to keep going. #FinancialAdvisors #FearlessInvesting #Nitrogen hubs.ly/Q046WSkP0

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✈️Wheels up to Denver for @NitrogenWealth #FIS26! In the meantime, enjoying the insights from the experts on all things Future Focused Estate Planning 🩵

Early copies out in the wild 📘 “Your Retirement Sketchbook” being signed by @RetirementRisks at @NitrogenWealth’s Fearless Investing Summit #fsi26

The FinServ Fellows are so excited for this one!

🚀 3 days. #FIS26 hubs.ly/Q041SJxq0

Join Chris Kopanski and Brian Sasaki for a live webinar on how advisors use Nitrogen + Wealthbox to create a premium, repeatable prospect journey that builds trust and converts. 📅 TOMORROW! Thursday, Feb 5, 2026 ⏰ 2pm ET 👉 Register now >> hubs.ly/Q041BWcG0

A huge thank you, @NitrogenWealth, for supporting our mission and for hosting @FinServOrg Fellows at Fearless 2026 at the Hyatt Regency in Denver from February 18th to 20th. oh and shhh...... Callie Devaney provided our Fellows with a sneak peek 👀

“Erin and Brian bring exceptional leadership and deep industry perspective to FinServ Foundation. Both have dedicated their careers to strengthening the profession, supporting advisors, and investing in long-term impact. ~ Jamie Hopkins @RetirementRisks President @FinServOrg

FinServ Foundation is proud to announce the appointment of Erin Wood CFP®, FBS®, Senior Vice President of Advanced Planning at @AssetMark, and Brian Hamburger, Founder and CEO of @MarketCounsel, to its Board of Directors.