• WMA Podcast

Michael Kitces - S2 Ep.7


Apple

Spotify

Other platforms


Michael Kitces is a prominent speaker and content creator in the wealth management profession. He is the Head of Planning Strategy at Buckingham Wealth Partners, which oversees approximately $50 billion dollars of assets for their clients, and co-founder of the XY Planning Network, AdvicePay, fpPathfinder, New Planner Recruiting, publisher of his popular blog called "Nerd's Eye View", as well as being the co-founder of NexGen. NextGen is a community of financial planners, which includes pioneers and leaders already in the profession with the goal of transferring the wisdom, experience, and integrity to the next generation of financial planners. He holds several designations, with some including CFP, CLU, ChFC, MSFS, and many more. Along with this, he was named one of the 2010 recipients of the Financial Planning Association’s “Heart of Financial Planning” awards and has received many other recognitions from other media outlets such as clientwise, Advicent, and Financial Social Media.


Website: https://www.kitces.com/

The Financial Advisor Success Podcast:https://www.kitces.com/blog/category/21-financial-advisor-success-podcast/

LinkedIn: https://www.linkedin.com/in/michaelkitces/

Twitter: https://twitter.com/MichaelKitces