Executive Summary
For most advisory firms, 2022 has been a year of relative stability, market volatility notwithstanding. After 2 years of the pandemic forcing massive changes to most firms’ systems and processes, from client meetings to internal management to marketing and business development, advisory firms are increasingly ‘finding their groove’ in this new post-pandemic (or at least, post-acute-pandemic) era as they grow accustomed to the new ways of getting business done.
For Kitces.com, it has been a similar year of consolidation, as the past 2 years have tripled the Kitces team, and led to the rollout of everything from our Virtual Summits on Marketing and Advisor Value to our Kitces Courses on Tax Return Reviews and Social Security, our AdvisorTech Directory, and most recently the launch of IAR CE in our Members Section. Which means now it’s time once again to take at least a brief pause to get some feedback about how we’re doing.
Every year, we ask you – our readers – for feedback about what you want to make this website even better for you, to ensure we stay on the right track in adding value to the advicer community and making financial advisors better and more successful. And especially after the amount of change over the past few years, we’re more eager than ever for your feedback about how we’re doing, where we can improve, your thoughts about some new ideas we’re considering, and your feedback about what else we could be doing to help the advicer community.
Because we really do take your feedback seriously. Over the years, Nerd’s Eye View reader feedback has shaped everything from the visual design of the blog (from its original dense small font!) to the Comment system we use, to the expansion of our Members section from offering CFP to now CPE credits for CPAs and IAR CE for RIAs that can be earned by reading Nerd’s Eye View blog articles, the launch of the Financial Advisor Success podcast, our popular “Master List” of all the major Financial Advisor conferences and Best Books for Advisors, and turning our AdvisorTech Map into an entire AdvisorTech Directory that you can use to build your own tech stack.
So regardless of what kind of reader you are: an advisor or someone who works in an advisory firm home office, an individual consumer who reads this blog for your own benefit, a CPA, attorney, or another related professional that works with financial advisors, or you’re associated with a vendor who serves advisors… I hope you’ll participate in this year’s survey. It’s only 12 questions, should take no more than a few minutes, and will remain open until the end of next week.
Thanks in advance for taking a few minutes to click through on the “Read More” link below to access our reader survey and share your feedback! 🙂
