Michael Kitces
Scaling Advice: From Financial Advisor to Financial Advicer - Listening Guide
Listening Guide
May 2023
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Offering specialized advice is a key driver to scale any advice business.
This Listening Guide accompanies the Study Group of the same name.
About the Speaker
Michael Kitces
Buckingham Wealth PartnersMichael Kitces is the Chief Financial Planning Nerd at Kitces.com, dedicated to advancing knowledge in financial planning and helping make financial advisors better and more successful. He is also the Head of Planning Strategy at Buckingham Wealth Partners, co-founder of the XY Planning Network, AdvicePay, fpPathfinder, FABeanCounters, and New Planner Recruiting, and the former practitioner editor of the Journal of Financial Planning. Additionally, he hosts the Financial Advisor Success podcast and is the publisher of the popular financial planning industry blog Nerd’s Eye View.
In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.
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