Summary: This is the second of two blog posts covering my conversation with Michael Kitces. In this one we pushed into the current trends of financial planning. You can read the first post here. To give you a sense for how Michael operates, our conversation was conducted while he was on a long drive. In total, we chatted for about two hours, during which he became more and more passionate. I only hope there weren’t many other drivers about, as a lot of brain power was focused on the phone, so there cannot have been much left for the road.
 Advisors should stop looking for excuses not to outsource! With a focus on clients, it allows advisors more time for strategically honing a value proposition and developing differentiated services to match."Michael Kitces, Director of Research, Pinnacle Advisory Group. |
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