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Rethink: The Financial Advisor Podcast – Advisor, Adviser or Advicer – featuring Michael Kitces

What type of “advisor” are you? As you likely know, the financial services business is changing in the way advice is delivered to clients, so this begs the question; are you an adviser, an adviser, or an advicer?

In this episode, Adam Holt & I invite the distinguished Michael Kitces to the Rethink Tank to discuss what it means to be an advisor today and in the future.  

To summarize, Adam, Michael and I discuss:

  • How the financial advisor community is changing, and what it might look like in the future
  • The notable differences between a financial advisor, financial adviser, and financial “advicer”
  • The importance of branding yourself in the financial space
  • Learnings that you can implement
  • The pressures of being independent versus firm affiliation
  • And more

Resources:

Connect With Derek Notman:

Connect With Michael Kitces:

Connect With Adam Holt:

About Our Guest:

Michael E. Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL, is the Head of Planning Strategy for Buckingham Wealth Partners, a private wealth management firm located in St Louis, Missouri, that oversees approximately $50 billion of client assets. In addition, he is the co-founder of the XY Planning Network, AdvicePay, fpPathfinder, and New Planner Recruiting, former practitioner editor of the Journal of Financial Planning, and the publisher of the e-newsletter The Kitces Report and the popular financial planning industry blog Nerd’s Eye View through his website dedicated to advancing knowledge in financial planning.

Rethink: The Financial Advisor Podcast – Advisor, Adviser or Advicer – featuring Michael Kitces

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