Skip to content
Nerd's Eye View Reader Survey - 2026
1.
Over the past few years, we’ve made several adjustments to the frequency of articles and podcasts on Nerd’s Eye View.
How do you feel about the current FREQUENCY OF NEW CONTENT?
There's more content than I can handle, but that's fine because I just read/listen to what I want.
The frequency of content is currently appropriate and is the primary reason I regularly visit.
The frequency of new blog posts is too overwhelming; I wish there were fewer.
The blog updates are now too infrequent; I wish there was more content!
Other (please specify)
2.
In the past 24 months, we have adjusted our email notifications to try to only highlight Nerd's Eye View articles that would most likely be of interest to you.
How do you feel about the current FREQUENCY OF EMAILS?
I'm fine with the email notifications; I open and read the ones of interest to me.
The emails are too infrequent now; send me updates for every new article, and I’ll decide which ones to read (or not)
The emails are too frequent; I'd prefer to get one weekly digest of all the new articles that week.
I wish I could opt in/out of articles on particular days (e.g., no more Monday practice management articles, just Wednesday articles on technical topics).
I'd like to just get notified of new articles in certain topic categories (e.g., just articles on retirement, or tax planning, or advisor technology).
I don't care about email notifications, as I keep up to date by other means (e.g., RSS feed, social media, etc.).
Other
3.
Currently, we publish the following weekly articles...
- Mondays: Career/Practice Management Trends, and Advisor FinTech
- Tuesdays: Financial Advisor Success Podcast with Transcript
- Wednesdays: Technical Topics eligible for CFP/CPA/IAR/etc CE credit & Financial Advisor Technician podcast
- Thursdays: Kitces & Carl Podcast with Transcript
- Friday: Weekend Reading
How VALUABLE do you find this content to be:
Not Very Valuable
Somewhat Valuable
Very Valuable
Mondays on Career/Practice Management
Not Very Valuable
Somewhat Valuable
Very Valuable
Mondays on AdvisorTech
Not Very Valuable
Somewhat Valuable
Very Valuable
Tuesday FA Success Podcast
Not Very Valuable
Somewhat Valuable
Very Valuable
Wednesdays on Technical Topics
Not Very Valuable
Somewhat Valuable
Very Valuable
Wednesday Financial Advisor Technician Podcast
Not Very Valuable
Somewhat Valuable
Very Valuable
Thursday Kitces & Carl Podcast
Not Very Valuable
Somewhat Valuable
Very Valuable
Friday Weekend Reading
Not Very Valuable
Somewhat Valuable
Very Valuable
4.
Currently, we publish a mixture of written articles, audio, and video content via the Nerd's Eye View blog.
How VALUABLE do you find this TYPE OF CONTENT to be:
Not Very Valuable
Somewhat Valuable
Very Valuable
Written Articles
Not Very Valuable
Somewhat Valuable
Very Valuable
Audio Podcasts
Not Very Valuable
Somewhat Valuable
Very Valuable
YouTube Videos
Not Very Valuable
Somewhat Valuable
Very Valuable
The Kitces Report
Research White Papers
Not Very Valuable
Somewhat Valuable
Very Valuable
5.
At Nerd's Eye View, we pride ourselves on being thorough enough to provide you deeper analysis and insight than what you can find elsewhere... but try not to be
too
lengthy in the process.
What do you think of the current LENGTH OF OUR CONTENT (too long, too short, or just right)?
Too long; needs to be shorter
Just the right length
Too short; needs to be more in-depth
N/A; don't follow this content
Practice Management Articles
Too long; needs to be shorter
Just the right length
Too short; needs to be more in-depth
N/A; don't follow this content
Technical Planning Articles
Too long; needs to be shorter
Just the right length
Too short; needs to be more in-depth
N/A; don't follow this content
Financial Advisor Success Podcast
Too long; needs to be shorter
Just the right length
Too short; needs to be more in-depth
N/A; don't follow this content
Kitces & Carl Podcast
Too long; needs to be shorter
Just the right length
Too short; needs to be more in-depth
N/A; don't follow this content
Financial Advisor Technician Podcast
Too long; needs to be shorter
Just the right length
Too short; needs to be more in-depth
N/A; don't follow this content
Weekend Reading
Too long; needs to be shorter
Just the right length
Too short; needs to be more in-depth
N/A; don't follow this content
YouTube Videos
Too long; needs to be shorter
Just the right length
Too short; needs to be more in-depth
N/A; don't follow this content
The Kitces Report
Research White Papers
Too long; needs to be shorter
Just the right length
Too short; needs to be more in-depth
N/A; don't follow this content
6.
Over the years, we've published a lot of content and offerings in various formats. As we look at making improvements to our search capabilities in the coming year, we'd like to know... how easy or difficult is it to FIND what you're looking for on Kitces?
Easy, can find right away
Good, I search and find it
Fine, but may take a few tries
Difficult, searching gets frustrating
Very difficult, often I just give up
N/A, don't use
Blog Articles
Easy, can find right away
Good, I search and find it
Fine, but may take a few tries
Difficult, searching gets frustrating
Very difficult, often I just give up
N/A, don't use
Podcasts
Easy, can find right away
Good, I search and find it
Fine, but may take a few tries
Difficult, searching gets frustrating
Very difficult, often I just give up
N/A, don't use
Research White Papers
Easy, can find right away
Good, I search and find it
Fine, but may take a few tries
Difficult, searching gets frustrating
Very difficult, often I just give up
N/A, don't use
Resources (e.g., Tech Map, Conference List)
Easy, can find right away
Good, I search and find it
Fine, but may take a few tries
Difficult, searching gets frustrating
Very difficult, often I just give up
N/A, don't use
Training Courses
Easy, can find right away
Good, I search and find it
Fine, but may take a few tries
Difficult, searching gets frustrating
Very difficult, often I just give up
N/A, don't use
Live Events (e.g., Summits, CE Intensives)
Easy, can find right away
Good, I search and find it
Fine, but may take a few tries
Difficult, searching gets frustrating
Very difficult, often I just give up
N/A, don't use
Webinars (for members)
Easy, can find right away
Good, I search and find it
Fine, but may take a few tries
Difficult, searching gets frustrating
Very difficult, often I just give up
N/A, don't use
CE Quizzes (for members)
Easy, can find right away
Good, I search and find it
Fine, but may take a few tries
Difficult, searching gets frustrating
Very difficult, often I just give up
N/A, don't use
7.
On a scale of 0 to 10,
How likely is it that you would recommend the Nerd's Eye View blog to a friend or colleague?
0 for Not at all likely, 10 for Extremely likely
Not at all likely
Extremely likely
0
1
2
3
4
5
6
7
8
9
10
8.
Have you joined the
paid Members Section
of Kitces.com?
Yes
No
Not yet, but planning to
Wait, there's a Members Section, too? I had no idea!
Former member, just here for the free content now
9.
We are always experimenting with new content formats for Kitces.com.
Please indicate how VALUABLE each of the following potential NEW CONTENT options would be:
Not Valuable
Somewhat Valuable
Very Valuable
30-minute "This Week In Financial Planning" audio/video broadcast of Kitces team commentating on weekly industry news
Not Valuable
Somewhat Valuable
Very Valuable
15-minute Practice Management podcast sharing one notable Kitces Research finding you can use in your practice
Not Valuable
Somewhat Valuable
Very Valuable
AI-Search Tool where you ask your questions and the system suggests Kitces articles/podcasts/videos/webinars on the topic
Not Valuable
Somewhat Valuable
Very Valuable
Narrated video walkthroughs of advisor tech software/demos
Not Valuable
Somewhat Valuable
Very Valuable
Quarterly Highlights Recap (easily find the most popular Kitces articles of the past 90 days)
Not Valuable
Somewhat Valuable
Very Valuable
10.
As we consider new ways to add value to the financial advisor community, we are exploring several new potential features or services.
Please indicate how VALUABLE the following would be as POTENTIAL FEATURES on Kitces.com:
Not Valuable
Somewhat Valuable
Very Valuable
Advicer-Only Community platform/forums to talk about Nerd's Eye View content/topics
Not Valuable
Somewhat Valuable
Very Valuable
Advisor Ratings and Reviews of technology vendors and consultants serving financial advisors
Not Valuable
Somewhat Valuable
Very Valuable
Jobs Board for hiring or finding financial planner/paraplanner opportunities
Not Valuable
Somewhat Valuable
Very Valuable
1-2 day in-person live Kitces Conference or Workshop
Not Valuable
Somewhat Valuable
Very Valuable
Virtual Book Club for financial advicers on practice management/personal productivity
Not Valuable
Somewhat Valuable
Very Valuable
Connect Kitces to AI tools (e.g., ChatGPT, Claude) to surface relevant Kitces content links directly in your AI assistant
Not Valuable
Somewhat Valuable
Very Valuable
CE Center to manage and track the status of all your Kitces-eligible CE content
Not Valuable
Somewhat Valuable
Very Valuable
11.
In your own words, what are the primary reason(s) you choose to continue subscribing to the Nerd’s Eye View on an ongoing basis?
12.
If you could alter any one thing about the Nerd's Eye View blog to make it more useful or valuable to you, what would you change?
13.
Which best describes your primary connection to financial planning and the Nerd's Eye View?
I am primarily a(n):
Student/Future financial advicer (working on/thinking about it!)
Solo advicer running my own practice
Employee advicer working in an advisory firm
Owner/Partner of a multi-advicer firm
Retired/former financial advicer
Non-advisor employee of a financial services firm (e.g., compliance, operations, support, financial planning department)
Affiliated professional (e.g., attorney, accountant/CPA/tax preparer, trust officer, etc.) that works with advisors and/or their clients
Industry vendor that serves financial advisors
Strategic investor looking for opportunities (e.g., VC, PE, investment banking, enterprise Strategy team)
Individual who reads the content for my own personal use
Other (please specify)
