Ep 200: Scaling A Successful Business Beyond Yourself By Constantly Reinventing Your Role with Michael Kitces

Financial Advisor Success

Michael Kitces

News, Business, Entrepreneurship, Business News

4.8 • 696 Ratings

🗓️ 27 October 2020

⏱️ 103 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

This is a milestone 200th episode, and we’re doing things a little differently today! We put out a survey to the listenership asking who we should invite as our guest today, and overwhelmingly, you told us that you want to hear more of my own story on this journey of navigating the challenges of building a successful advisory business. So, you’ve got your wish!

In this episode, Alan Moore joins me to talk about my career journey from college to financial services, why I split my time in the advisory firm between writing and speaking, and why I spend so much time advocating for smaller advisory firms despite switching to a much larger RIA myself. We also talk about all of the different ways that a career journey can unfold, and I’m taking you behind the scenes of kitces.com—including how I manage my own time and schedule to stay focused on having the biggest possible positive impact on the advisory community. I'll also be answering your number one burning question: Do I actually sleep?

For show notes and more visit: https://www.kitces.com/200

Transcript

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0:00.0	Welcome to the Financial Advisor Success Podcast, where you go behind the scenes with financial planner,
0:08.4	speaker and consultant Michael Kitsis to hear stories of how leading financial advisors
0:13.5	navigated the inevitable challenges that arise on the path to success and get insight
0:18.6	from leading industry consultants about how to break through to the
0:22.0	next level in your advisory business. And now here's your host, Michael Kitsis. Welcome, everyone.
0:29.0	Welcome to the 200th episode of Financial Advisor's Success Podcast. Our guest of today's podcast is
0:35.2	me interviewed by our guest host, Alan Moore.
0:39.3	As leading up to this milestone 200th episode of the podcast, we put out a survey to the
0:44.0	listenership via Kinsis.com about who to invite as the guest.
0:48.0	And overwhelmingly, the feedback from all of you is a desire to hear more of my own story
0:52.4	and how it's changed in the nearly four years
0:55.0	since I was first on the podcast back on episode 20. In this episode, we're talking in depth
1:01.4	about my own career journey, starting out with how I landed in the financial services industry
1:06.2	straight out of college, despite having studied psychology, theater, and medicine, and not finance or economics
1:12.2	while I was an undergrad. Why I made the leap to launch the KitsaS.com platform and split my time
1:17.3	between writing and speaking and the advisory firm. And the reason I spent so much time advocating for
1:22.5	smaller independent advisory firms, but recently made the decision myself to switch to a much larger, so-called
1:28.8	mega-R-IA. We also talk about the unexpected ways that a career journey can unfold, including
1:34.8	why I spent the first three years of my career trying to avoid a role that required any new
1:39.1	business development, and then 10 years later became a partner because of my success in bringing
1:43.7	new clients.
1:45.3	Why spending years developing financial plans and delivering them to hundreds of clients
	...

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