CXO
CXO
Sep 30, 2021
E13: Buckingham Wealth Partners. Three Trends That Define The Financial Planning Industry Ft Michael Kitces
Play • 41 min

You could describe Michael Kitces, Head of Planning Strategy at Buckingham Wealth Partners, as a man about town.  Speaking at over 50 industry conferences per year – averaging one per week – Michael has rubbed shoulders with many of the leading voices in the financial planning industry.  He regularly shares his insights around practice management on his widely-read blog, nerd’s eye view, and he joins us today on CXO to discuss the key trends driving the financial planning industry.   

Hear Michael’s views on: 

  • Identifying the rise of what he refers to as turnkey advice and planning platforms (‘TAPs’).
  • Understanding why bigger firms keep getting bigger. 
  • Moving from a focus on products, to a focus on the advisor. 
  • Delivering actionable insights to clients, establishing what is cutting edge – and what is simply noise to cut through.
  • Bucking the trend: a controversial take on the rise of millennials.  


Follow Michael Kitces: Twitter, LinkedIn

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