As 2021 comes to a close, I am once again so thankful to all of you, the ever-growing number of readers who continue to regularly visit this Nerd’s Eye View blog (and share the content with your friends and colleagues, which we greatly appreciate!). This year has been one of mixed feelings for most financial advisors – a year where many people have struggled with the direct and indirect impacts of the ongoing pandemic, from health to employment challenges, but one where many financial advisory firms have managed to adapt and even excel with newfound growth as more consumers realized they need a financial advisor. Personally, it has been a big year of change as well, with a(nother) doubling of the Kitces.com team in 2021 (now more than 20 people who help to make it all happen!), as we expand further into Courses and online Summits to fulfill our own mission of “Making Financial Advicers Better and More Successful”.
We recognize (and appreciate!) that this blog – its articles and podcasts – is a regular habit for tens of thousands of advisors, but that not everyone has the time or opportunity to read every blog post or listen to every podcast that is released from Nerd’s Eye View throughout the year. As many of you noted in response to our Reader Surveys, most choose which content to read or listen to based on headlines and topics that are of interest (and skip the rest). Yet in practice, this means that an article once missed is often never seen again, ‘overwritten’ (or at least bumped out of your Inbox!) by the next day’s, week’s, and month’s worth of content that comes along.
Accordingly, just as I did last year, and in 2019, 2018, 2017, 2016, 2015, and 2014, I’ve compiled for you this Highlights List of our top 20 articles in 2021 that you might have missed, including some of our most popular episodes of ‘Kitces & Carl’ and the ‘Financial Advisor Success’ podcasts. So whether you’re new to the blog and #FASuccess (and Kitces & Carl) podcasts and haven’t searched through the Archives yet, or simply haven’t had the time to keep up with everything, I hope that some of these will (still) be useful for you! And as always, I hope you’ll take a moment to share podcast episodes and articles of interest with your friends and colleagues as well!
In the meantime, I hope you’re having a safe and happy holiday season. Thanks again for the opportunity to serve you in 2021, and I’m excited to share more soon about some new initiatives we’re planning to do even more to support the Financial Advicer community in 2022 and beyond!Read More…