Comprehensive financial planning is the center of your value proposition. You need to stay current on the latest developments and you need to apply the right solutions for your client’s circumstances.  

Our Strategic Partners also enjoy the benefit of Michael Kitces’ cutting edge financial planning research through a complimentary subscription to the premium newsletter and webinar content of  He will keep you up-to-date on the latest developments in wealth management, in financial planning and his best thinking on their applicability to your practice.