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Financial Planning
 
Financial Planning
 
Wealthtech Weekly
 
September 11, 2025
 
 
 
 
Rob Burgess - head shot.pngBy Rob Burgess Reporter
 

My phone's step counter says I have clocked over 30 miles since I touched down Saturday for Future Proof in Huntington Beach, California. My legs are a bit sore, but it's been worth it. Be sure to read about Samantha Russell's guide to getting noticed in AI search summaries, and Michael Kitces' latest advisor tech findings.

Did you also attend Future Proof? If so, what were your highlights? Let me know — robert.burgess@arizent.com.

I hope you'll check out these articles, along with the rest of this week's stories.

As always, thank you for reading. Talk to you next Thursday!

 
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Tech serving higher-value clients beats expanding capacity: Kitces
 
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It is easier to double the average client, or average up, than it is to double the number of current-average clients served, or efficiency up.
 
 
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