kyle fritz

[kyle fritz @kylefritz23]

@AdviserCounsel @mike_mo21 Romney as well

[kyle fritz @kylefritz23]

@Eric_M_Courage Preach

[kyle fritz @kylefritz23]

@markcecchini @caseyg0128 @TaxAlphaInsider 😂😂

[kyle fritz @kylefritz23]

@caseyg0128 @markcecchini @TaxAlphaInsider And yet there’s no conflicts of interest…. Sounds like we’ve got a wire house die hard here

[kyle fritz @kylefritz23]

@CaseyGaldieri @markcecchini @TaxAlphaInsider You do understand that at a RIA you do not have to sell one single firms product(s) Including lending, long short SMA’s etc?

[kyle fritz @kylefritz23]

@markcecchini @TaxAlphaInsider Once caught a MS advisor telling a client who had equity comp administered by MS they HAD to work with them …

[kyle fritz @kylefritz23]

@markcecchini Preach it Mark!

[kyle fritz @kylefritz23]

@T_Gatzemeier CRUTs, QOZs?

[kyle fritz @kylefritz23]

@AdviserCounsel I was thinking the same, why not hire folks as w-2 employees of a managed entity? I guess to much costs or friction

[kyle fritz @kylefritz23]

@AdviserCounsel I’m surprised if any advisor was actually suprised by this

[kyle fritz @kylefritz23]

@MarketPalmer_ For those of us on the institutional side with Fidelity… I think there’s a lot of strong opinions…

[kyle fritz @kylefritz23]

@markcecchini Piece of mind for someone that is competent at what they do is worth every penny!

[Brad Powers @BradPowers7]

The Definition of a Narcissist.

[kyle fritz @kylefritz23]

@TaxAlphaInsider 😂

[kyle fritz @kylefritz23]

@MebFaber @Fidelity Go ask any RIA their experience with long short SMA’s with Fidelity….. lots of fun stories there

[kyle fritz @kylefritz23]

@markcecchini Love QSBS stacking but it is complex, makes more sense the larger the estimated exit

[kyle fritz @kylefritz23]

I’m not one of those advisors that doesn’t think AI will dramatically effect our industry but… I think we are still a ways off

The level of accuracy by just how you a change a simple prompt can wildly change the answer. Folks need to be careful taking everything at face value

[kyle fritz @kylefritz23]

@MrFamilyOffice I think to much is lost on thought of what the tangible cost is of a family office in any form, having a team can bring so much soft benefit, really tough to state what it’s worth

[kyle fritz @kylefritz23]

@TKopelman The irony is im a financial planner and i think about hiring one for me and my wife every day lol

It’s not always a sole skillset of knowledge but time

[kyle fritz @kylefritz23]

@Budgetdog_ Hold on I thought you were a passive index dca guy?!