As you likely know, the financial services business is changing in the way advice is delivered to clients, so this begs the question, is a professional’s identity best defined by being a “financial advisor, adviser, or advicer”?
In this episode, Adam Holt & Derek Notman invite the renowned Michael Kitces to the Rethink Tank to debate professional identity, practice investments and regulation given the direction of the profession.
Adam, Derek and Michael discuss:
- How the financial professional community is changing, and what it could look like in the future
- The key differences between a financial advisor, financial adviser, and financial “advicer”
- The importance of brand-labeling yourself in the financial space, and how that plays a key role in your identity
- Takeaways that you can implement to get ahead on the changing industry
- Our guest question on the difference one the pressures of independence and firm affiliation
- And more
Resources:
Connect With Michael Kitces:
- 703-375-9478
- Kitces.com
- LinkedIn: Michael Kitces
Connect With Adam Holt:
- support@asset-map.com
- 888-664-8850
- Asset-Map
- LinkedIn: Adam Holt
- LinkedIn: Asset-Map
- Facebook: Asset-Map
- Twitter: Asset_Map
- YouTube: Asset-Map
Connect With Derek Notman:
- Conneqtor
- LinkedIn: Derek Notman
- LinkedIn: Conneqtor
- Twitter: Derek Notman
- Twitter: Conneqtor
- Facebook: Conneqtor
- YouTube: Derek Notman
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.
Podcast: Play in new window | Download | Embed