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Growing To $660M Of AUM By Leveraging SEO (And Now AEO) To Build A Durable Pipeline Of Good-Fit Prospects: #FASuccess Ep 480 With Helen Stephens

Market Expert Mar 19, 2026

Welcome everyone! Welcome to the 480th episode of the Financial Advisor Success Podcast! My guest on today's podcast is Helen Stephens. Helen is the founder of Aspen Wealth Management, an RIA based in Fort Worth, Texas, that oversees $670 million in assets under management for 342 client households. What's unique about Helen, though, is howRead More... The post Growing To $660M Of AUM By Leveraging SEO (And Now AEO) To Build A Durable Pipeline Of Good-Fit Prospects: #FASuccess Ep 480 With Helen Stephens first appeared on Kitces.com. Click the icon below to listen.

Analysis

Why Advisor-Led Marketing Becomes Harder As Firms Grow – And How To Sustain Organic Growth (Latest From Kitces Research)

Market Expert Mar 19, 2026

In recent years, advisory firms have faced a persistent slowdown in organic growth, with average RIA growth rates declining from 9% in 2017 to closer to 3% today. At the same time, merger and acquisition (M&A) activity has surged to record highs, as firms increasingly look to inorganic growth in order to scale. While commonRead More... The post Why Advisor-Led Marketing Becomes Harder As Firms Grow – And How To Sustain Organic Growth (Latest From Kitces Research) first appeared on Kitces.com.

Analysis

Weekend Reading For Financial Planners (March 7–8)

Market Expert Mar 19, 2026

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that recent data published by Cerulli shows that the growth of assets in the RIA channel has outpaced that of broker-dealer firms over the last decade – which suggests that broker-dealers need to modernize their recruitmentRead More... The post Weekend Reading For Financial Planners (March 7–8) first appeared on Kitces.com.

Analysis

Why Clients Hire “Human” Advisors In The Age Of AI: How Advisors Can Positively Influence Clients’ Emotional States

Market Expert Mar 19, 2026

Technology presents a dual-edged sword for financial advisors. On the one hand, technology can make the advisor's job easier by expediting (or outright automating) many of the tasks that advisors do for their clients. But on the other hand, that technology can also make it easier for clients to manage their finances on their own,Read More... The post Why Clients Hire “Human” Advisors In The Age Of AI: How Advisors Can Positively Influence Clients’ Emotional States first appeared on Kitces.com.

Analysis

The 4 Components Of Senior Advisor Satisfaction: Structuring Compensation, Workload, And More For Long-Term Retention (Latest From Kitces Research)

Market Expert Mar 19, 2026

Senior advisors occupy a uniquely high-impact role within advisory firms. Typically responsible for leading client relationships, driving business development, and mentoring team members, they represent both a firm's revenue engine and its client experience core. Yet precisely because senior advisors develop portable skills – particularly prospecting and relationship management – they also have options: moveRead More... The post The 4 Components Of Senior Advisor Satisfaction: Structuring Compensation, Workload, And More For Long-Term Retention (Latest From Kitces Research) first appeared on Kitces.com.

Analysis

Weekend Reading For Financial Planners (March 14–15)

Market Expert Mar 19, 2026

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that the latest T3/Inside Information Software Survey shows an uptick in advisor use of Artificial Intelligence (AI) tools, with approximately 52% of survey respondents using AI search and generative language functionality (up from 42% in theRead More... The post Weekend Reading For Financial Planners (March 14–15) first appeared on Kitces.com.

Analysis

Leveraging Technology To Rapidly Scale Growth Delivering Financial Planning To Next-Generation Clients: #FASuccess Ep 481 With Adam Dell

Market Expert Mar 19, 2026

Welcome everyone! Welcome to the 481st episode of the Financial Advisor Success Podcast! My guest on today's podcast is Adam Dell. Adam is the founder of Domain Money, an RIA that operates virtually nationwide, serving 1,400 clients and expecting to generate approximately $10 million in revenue this year. What's unique about Adam, though, is howRead More... The post Leveraging Technology To Rapidly Scale Growth Delivering Financial Planning To Next-Generation Clients: #FASuccess Ep 481 With Adam Dell first appeared on Kitces.com.

Analysis

A 5-Step Framework To Get More Out Of Discovery Meetings And Uncover What Clients Really Want

Market Expert Mar 19, 2026

Financial advisors often begin new client relationships with a long checklist of logistical onboarding tasks – transferring accounts, gathering data, completing paperwork, and integrating information into the firm's CRM. Yet focusing exclusively on these operational details risks overlooking a more important foundation: understanding what truly matters to the client. A clear picture of a client'sRead More... The post A 5-Step Framework To Get More Out Of Discovery Meetings And Uncover What Clients Really Want first appeared on Kitces.com.

Uber’s stock powers higher as Nvidia robotaxi deal helps avert ‘doomsday’ scenario

3 signals will reveal if the Iran oil shock is just a blip — or the new normal

Stock

The spike in gas prices might affect Olive Garden sales, but not in the way you’d expect

Market Expert Mar 18, 2026

Olive Garden parent Darden Restaurants reports earnings this week amid concerns over rising oil prices and a strike at a large U.S. meatpacking plant.

Stock

Why Nvidia’s stock is shrugging off a $1 trillion revenue forecast

Market Expert Mar 18, 2026

There are questions about how much upside is really implied by Nvidia’s new outlook. In the meantime, investors may be looking for clearer growth opportunities elsewhere.

Stock

Nebius’s stock falls as investors get a wake-up call on the cost of competing in AI

Market Expert Mar 18, 2026

The neocloud company has new deals with major tech companies, and just announced that it will be taking on debt to help finance data centers.

Stock

Lilly gets rare downgrade as analysts question hype over GLP-1 pills and Zepbound’s cash sales

Market Expert Mar 18, 2026

If middle-class Americans lose their jobs to AI, that could mean fewer cash sales of weight-loss drugs like Zepbound.

‘Selling will be a very difficult process’: My mom, 93, owns a timeshare in Florida. How can I disclaim this inheritance?

Stock

Lululemon hopes more new gear will revive sales. Wall Street thinks it might not be enough.

Market Expert Mar 18, 2026

Yoga-wear maker reports earnings results as founder tries to shake up the board. A Jefferies analyst says Lululemon’s forecast suggests challenges endure.

Stock

‘It’s complicated’: My husband, 61, wants to leave me everything. His kids will hate me. What should I do?

Market Expert Mar 18, 2026

“I would likely give little to nothing to his children because they are irresponsible spendthrifts.”

Growing To $660M Of AUM By Leveraging SEO (And Now AEO) To Build A Durable Pipeline Of Good-Fit Prospects: #FASuccess Ep 480 With Helen Stephens

Why Advisor-Led Marketing Becomes Harder As Firms Grow – And How To Sustain Organic Growth (Latest From Kitces Research)

Weekend Reading For Financial Planners (March 7–8)

Why Clients Hire “Human” Advisors In The Age Of AI: How Advisors Can Positively Influence Clients’ Emotional States

The 4 Components Of Senior Advisor Satisfaction: Structuring Compensation, Workload, And More For Long-Term Retention (Latest From Kitces Research)

Weekend Reading For Financial Planners (March 14–15)

Leveraging Technology To Rapidly Scale Growth Delivering Financial Planning To Next-Generation Clients: #FASuccess Ep 481 With Adam Dell

A 5-Step Framework To Get More Out Of Discovery Meetings And Uncover What Clients Really Want

Uber’s stock powers higher as Nvidia robotaxi deal helps avert ‘doomsday’ scenario

3 signals will reveal if the Iran oil shock is just a blip — or the new normal

Micron’s stock gains officially carry the company into an exclusive club

The spike in gas prices might affect Olive Garden sales, but not in the way you’d expect

Why Nvidia’s stock is shrugging off a $1 trillion revenue forecast

Nebius’s stock falls as investors get a wake-up call on the cost of competing in AI

Lilly gets rare downgrade as analysts question hype over GLP-1 pills and Zepbound’s cash sales

‘Selling will be a very difficult process’: My mom, 93, owns a timeshare in Florida. How can I disclaim this inheritance?

Lululemon hopes more new gear will revive sales. Wall Street thinks it might not be enough.

‘It’s complicated’: My husband, 61, wants to leave me everything. His kids will hate me. What should I do?

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