About Michael Kitces

Michael Kitces is a financial advisor’s financial advisor. His daily blog is read by tens of thousands of financial advisors, and he serves a wide community of paid members with premium educational content and Continuing Education credits.


How We Help

In 2015, Michael hired us on retainer to manage his WordPress based membership site. He had recently switched from Joomla and was having a number of issues with his membership system. And he had big plans for the future.

We rebuilt his website from the ground up on WordPress and helped migrate his membership system from iMember360 and InfusionSoft to a combination of Memberium, ChargeBee, and InfusionSoft. In 2016 we built a robust CE credit quiz system as part of his membership site.

As part of this, we moved his website into version control and setup deployment systems that allow us to push safe and easy updates to his website.


InfusionSoft's membership and billing system was fragile and difficult to manage.

Build a quiz system for administering CE credits.

Website could not sustain performance under high load.


We migrated all of this memberships into ChargeBee and built a custom integration between ChargeBee, WordPress, and InfusionSoft.

Using Gravity Forms and a lot of custom code, we built a quiz system that supports limited attempts, quiz resets, and custom CE reports.

We migrated the site to a fast cloud server and setup a lean WordPress stack using Nginx and PHP-FPM.

“The Objectiv team operates like an extension of our own, allowing us to have the website design and development support we need without the responsibility of hiring and managing our own full-time team.”

- Michael Kitces, serial entrepreneur, & publisher of the Nerd’s Eye View at www.kitces.com

Need Monthly Support?

We have retainer availability for 2017. To get started drop us a line via our contact form.