This guide is a companion resource to my article, titled "AI Search Favors Fee-Only Fiduciary Financial Advisors", published by the National Association of Personal Financial Advisors' NAPFA Magazine in January 2026. In that article, I explain why AI-based search systems increasingly surface fee-only fiduciary advisors over advisors that make commission and…...
It was an honor to interview George Kinder, and learn about his 35-year journey to transform financial planning from a numbers-driven discipline into one that begins with a client’s life, and about where that journey has ultimately led him. As the founder of the Kinder Institute of Life Planning, he has trained thousands of advisors…
This article was originally published in the National Association of Personal Financial Advisors’ NAPFA Magazine in January 2026. It’s easy to be excited about what is unfolding with AI search. I’m not talking about the convenience of a synthesized comparison on rock salt versus calcium chloride for melting ice on your front steps. This is…
This guide is a companion resource to my article, titled “AI Search Favors Fee-Only Fiduciary Financial Advisors”, published by the National Association of Personal Financial Advisors‘ NAPFA Magazine in January 2026. In that article, I explain why AI-based search systems increasingly surface fee-only fiduciary advisors over advisors that make commission and referral fees, and why this…
David Bromelkamp, long-time NAPFA member, founder of Allodium Investment Consultants, and author of “AdvisorSmart for the Individual Investor“, graciously invited me to write the foreword for his book. This insightful guide advocates for individual investors to seek Fee-Only Fiduciary advisors and cautions against the marketing tactics and biased advice of commission-driven salespeople. In the forward,…
Inspiration for this article came from a conversation with David Bromelkamp, long-time NAPFA member, founder of Allodium Investment Consultants, and author of “AdvisorSmart for the Individual Investor” (published in April 2025). David graciously invited me to write the foreword for his book, which advocates for individual investors to seek Fee-Only Fiduciary advisors and cautions against the…
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