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Monday, October 5, 2026The Morning Brief →Sign in
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Nerd's Eye View

In PWD coverage since August 19, 2026 · 4 stories
PWD coverage
practice

Kitces research ties client service calendars to faster referral growth

Practices that ask more than once a year report 3.0% referral growth, against 5.4% for those that never ask; service calendar users add 1.1 points.
practice · Sep 14Career changers cost more up front and less in churn
practice · Aug 31Complexity pricing is how flat-fee advisors scale
practice · Aug 19For the misengaged spouse, meeting format is the fix
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