Michael Kitces: The Model Has to Change Again

The Long View

Morningstar

Finance, Dan Lefkovitz, Amy Arnott, Entrepreneurship, Investing Leaders, Jeff Ptak, Investors, Christine Benz, Influential Investors, Careers, Long-term Investing, Financial Services, Business, Investing, Morningstar

4.5 • 775 Ratings

🗓️ 5 June 2019

⏱️ 55 minutes

🔗️ Recording | iTunes | RSS

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Summary

Financial planning guru Michael Kitces on the future of financial advice: technology, specialization, planning versus investment guidance, and how to pay for it.

Transcript

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0:00.0	At Jackson, we've created a digital retirement planning experience with you and mine.
0:05.5	Visit jackson.com to explore our easy-to-understand resources and user-friendly tools
0:10.1	that are designed to enable financial professionals and clients to plan a path to financial freedom.
0:15.5	Jackson is short for Jackson Financial Incorporated, Jackson National Life Insurance Company, Lansing, Michigan,
0:20.5	and Jackson National Life Insurance Company of New York.
0:23.3	Purchase New York.
0:26.5	Please stay tuned for important disclosure information at the conclusion of this episode.
0:32.5	Hi, and welcome to the Longview.
0:34.3	I'm Jeff Battack, Global Director of Manager Research for Morningstar Research
0:37.8	Services.
0:38.8	And I'm Christine Ben's Director of Personal Finance for Morning Star Inc.
0:42.3	Our guest on the podcast today is Michael Kitsis. Michael is a partner and the Director
0:46.4	of Welf Management for Pinnacle Advisory Group, a Columbia, Maryland-based wealth management
0:51.0	firm that advises on about $1.8 billion of assets. In addition, Michael is a
0:56.0	co-founder of the XY Planning Network. As the host of the Financial Advisor Success podcast and the
1:01.4	publisher of the popular financial planning industry blog, Nerd's Eye View, Michael has established
1:06.0	himself as one of the most prolific and insightful commentators on the financial advice and planning
1:10.7	business. A fixture on the financial advice and planning business.
1:11.9	A fixture on the speaking circuit into the media, Michael often addresses key trends and innovations
1:16.2	in the way advisors serve their clients, subjects we look forward to taking up with him today.
1:22.2	Michael, welcome to the Longview, and thanks so much for joining us.
1:25.1	Thanks so much, Michael.
	...

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