It’s usually mentioned that “the one factor fixed is change”, which pairs effectively with the widespread monetary advisor philosophy, “in case you’re not rising, you’re dying”. The tip results of this dynamic is that even when advisory companies are profitable and shoppers are effectively served, we’re consistently looking out for what we could possibly be doing in another way to serve shoppers higher, and have to stay consistently 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 effectively. At the same time as our readership (and listenership, and viewership) has grown through the years, and our reader retention stays extremely excessive, we stay ever vigilant concerning the altering panorama and the way we are able to nonetheless enhance additional, whether or not it’s refining how we ship the articles, podcasts, and movies that we do, exploring various content material codecs or approaches, or determining how you can 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 group 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 “Finest Advisor Podcasts” record), to constructing an AdvisorTech Listing to enrich (and supply extra info than) our fashionable AdvisorTech Map, to the rollout of our Annual IAR Ethics CE Day… we’re extra keen than ever on your suggestions about how we’re doing, the place we are able to enhance, your ideas about some new concepts we’re contemplating, and your suggestions about what else we could possibly be doing to assist the advicer group.
As a result of we actually do take your suggestions critically. Over time, Nerd’s Eye View reader suggestions has formed the whole lot from the visible design of the weblog (from its unique dense small font!), to the ongoing enlargement 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 fashionable “Grasp Listing” of all the main Monetary Advisor conferences and Finest Books for Advisors, and now the coming rebuilding of our Members Part by the tip 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 client who reads this weblog on your personal profit, a CPA, legal professional, 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 tip of subsequent week.
Thanks prematurely for taking a couple of minutes to entry our Reader Survey under, and share your suggestions! 😊