Rethink. The Financial Advisor Podcast - Ep. 9 Advisor, Adviser or Advicer - featuring Michael Kitces
Rethink. The Financial Advisor Podcast - Ep. 9
Rethink: Advisor, Adviser or Advicer - featuring Michael Kitces
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
Connect With Adam Holt:
888-664-8850
Connect With 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.