Advice Around the World heads to the United States for episode three, where we speak to financial planning trailblazer Michael Kitces. In part one, we learn about Kitces’ numerous roles within financial planning and fintech, as well as his views on what separates a great business from a good one. We also get some practical and valuable tips on how to properly scale an advice business. For those who know Kitces, he needs very little introduction. For those who do not, listen in and hear from one of the sharpest minds in the business, and then check out his Nerd’s Eye View blog.
Advice Around the World heads to the United States for episode three, where we speak to financial planning trailblazer Michael Kitces. In part one, we learn about Kitces’ numerous roles within financial planning and fintech, as well as his views on what separates a great business from a good one. We also get some practical and valuable tips on how to properly scale an advice business. For those who know Kitces, he needs very little introduction. For those who do not, listen in and hear from one of the sharpest minds in the business, and then check out his Nerd’s Eye View blog.
This is Citywire Advice Around the World. We are Ian Horne and Amelia Garland, and we are virtually traveling around the world to find the best stories we can from the international planning community. We’re going to share some unique stories and insights from the pioneers and trailblazers in our industry and find out quirks and interesting tales about them along the way. Message us to share your story.