It’s usually mentioned that, “The one factor fixed is change”, which pairs properly with the widespread monetary advisor philosophy, “In case you’re not rising, you are dying”. The top results of this dynamic is that even when advisory corporations are profitable and purchasers are properly served, we’re continuously looking out for what we may very well be doing in a different way to serve purchasers higher, and have to stay continuously vigilant to threats from the altering panorama (from unstable markets to the rise of AI).
And the identical holds true for Kitces.com and our Nerd’s Eye View weblog as properly. At the same time as our readership (and listenership, and viewership) has grown over time, and our reader retention stays extremely excessive, we stay ever vigilant concerning the altering panorama and the way we will nonetheless enhance additional, whether or not it is refining how we ship the articles, podcasts, and movies that we do, exploring different content material codecs or approaches, or determining tips on how to finest leverage AI ourselves, to raised serve all of you, our advicer readers.
And so 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 neighborhood and making monetary advisors higher and extra profitable. And particularly after the quantity of change over the previous few years, from increasing our podcasts to YouTube (and creating a brand new “Greatest Advisor Podcasts” record), to constructing an AdvisorTech Listing to enhance (and supply extra data than) our common AdvisorTech Map, to the rollout of our Annual IAR Ethics CE Day… we’re extra keen than ever in your suggestions about how we’re doing, the place we will 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 neighborhood.
As a result of we actually do take your suggestions significantly. Through the years, Nerd’s Eye View reader suggestions has formed the whole lot 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, the launch of the Monetary Advisor Success podcast, our common “Grasp Record” of all the key Monetary Advisor conferences and Greatest Books for Advisors, and now the approaching rebuilding of our Members Part by the top of this yr (to be adopted by a design refresh of our Nerd’s Eye View weblog in 2026!).
So no matter what sort of reader you’re: an advisor or somebody who works in an advisory agency residence workplace, a person shopper who reads this weblog in 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 yr’s survey. It is solely 13 suggestions questions, ought to take no quite a lot of minutes, and can stay open till the top of subsequent week.
Thanks upfront for taking a couple of minutes to click on by on the “Learn Extra” hyperlink beneath to entry our reader survey, and share your suggestions! 😊Learn Extra…