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:
- Conneqtor
- LinkedIn: Derek Notman
- LinkedIn: Conneqtor
- Twitter: Derek Notman
- Twitter: Conneqtor
- Facebook: Conneqtor
- YouTube: Derek Notman
Connect With Michael Kitces:
Connect With Adam Holt:
- Asset-Map
- LinkedIn: Adam Holt
- LinkedIn: Asset-Map
- Facebook: Asset-Map
- Twitter: Asset_Map
- YouTube: Asset-Map
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.
