Podknife - Michael Kitces - Leveraging Social Accountability by Standard Deviations with Dr. Daniel Crosby

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Michael Kitces - Leveraging Social Accountability

Podcast |: Standard Deviations with Dr. Daniel Crosby
Publisher |: Dr. Daniel Crosby
Media Type |: audio
Podknife tags |: Interview,; Investing,; Personal Finance,; Psychology,; Science & Medicine
Categories Via RSS |: Education
Publication Date |: Sep 14, 2023
Episode Duration |: 00:53:07

Description
iTunes Summary

Tune in to hear:

- How does salience work with respect to different advisory fee models?

- How can we use social accountability to better help clients see through their plans?

- As the “meat and potatoes” of financial planning gets automated away, what does the future look like for financial planners? Will they operate in a broader life coach type capacity or does this feel off base?

- Why is AI potentially “the kiss of death” for tech vendors?

https://www.kitces.com

Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor.

Custom Indexing offered through Orion Portfolio Solutions, LLC a registered investment advisor. Orion Portfolio Solutions, LLC, is a subsidiary of Orion Advisor Solutions, Inc. (“Orion”). Please visit https://orion.com/OCIO/custom-indexing for more information on Custom Indexing.

Compliance Code: 2240-OAS-8/14/2023

Ad Compliance Code: 2120-OPS-8/2/2023

Connect with Us

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Michael Kitces. Michael Kitces has been in the financial space for more than two decades, serving as a financial advisor and educator who helps clients improve their financial situation at all stages of life. He has been at the top of the Investopedia 100 list since 2019. After completing an undergraduate degree with a major in psychology and a minor in theater, along with a pre-med concentration, Michael Kitces started his career as a life insurance agent. In the early 2000s, he made the switch to financial planning. With a broad range of financial planning topics to learn, he dove quickly into the educational process full steam, ultimately racking up two Master's degrees (one in Financial Services and one in Taxation), along with Certified Financial Planner (CFP) marks and a slew of other designations. Eventually, his desire to continue learning—beyond what the available designation programs could teach—and reach a wider audience led him to professional speaking, the launch of an advanced educational newsletter for financial planners called "The Kitces Report," and the curation of the blog, The Nerd’s Eye View. The latter contains publicly accessible retirement research that has been referenced and featured in numerous consumer-oriented podcasts to help further promote retirement literacy. Michael speaks at 50 to 70 conferences every year to share his knowledge with other advisors. His website, Kitces.com, serves nearly 3,000 advisors, and his Nerd's Eye View blog reaches more than 200,000 unique visitors each month.

Tune in to hear:

- How does salience work with respect to different advisory fee models?

- How can we use social accountability to better help clients see through their plans?

- Why is AI potentially “the kiss of death” for tech vendors?

https://www.kitces.com

Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor.

Compliance Code: 2240-OAS-8/14/2023

Ad Compliance Code: 2120-OPS-8/2/2023

Connect with Us

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