The Virtual Financial Advisor Series™: Michael Kitces on How Financial Advisors Can Navigate This New Digital World

Michael Kitces joined us today on this live streaming session of  The Virtual Financial Advisor Series™ and we talked all about the growth opportunities in this new virtual world.

 

Michael and I discussed:
➡️ Benefits of a conversational interview style show vs. a solo show
➡️ The broadening reach for advisors AND clients in the “New virtual norm”
➡️ Why finding your niche is so important and how it can help your business

 

Meet Michael:
👉 Michael Kitces is an American financial planner, commentator, speaker, blogger, and educator. He frequently contributes to industry publications, publishes a blog and newsletter for advisors. Michael is the former practitioner editor of the Journal of Financial Planning, the co-founder of the XY Planning Network (#168 on the Inc. 5000 list in 2018) and AdvicePay. Michael has been featured in Investopedia’s top 10 “most influential” advisors list and is also a partner of Pinnacle Advisory Group, a financial advisory firm.

 

Meet Your Host:

👉 Brad Johnson, is VP of Advisor Development at Advisors Excel and mentors a small group of the country’s most elite financial advisors. This group captured over $1.5B of new assets organically last year! Brad also hosts The Elite Advisor Blueprint® podcast, which is dedicated to sharing the “blueprint for success” in the independent financial advising world. Based on over a decade of experience, Brad distills the best advice from top thought leaders and applies it to the world of independent financial advising.

 

Did this video help you serve your audience? Comment and let me know so that we can help serve you better.

 

 


The Virtual Financial Advisor Series™ is a series of FREE live-stream discussions with global leaders to teach the latest in digital marketing, virtual office culture, leadership, and technology.

 

Each speaker is committed to helping you navigate through our current financial climate by:

👉 OFFERING TARGETED ADVICE from their unique perspective and niche

👉 FACILITATING MEANINGFUL DISCUSSION about your business, your team, and how to take the next step

👉 EMPOWER OTHERS in a high-integrity and high-impact way

 

#TheVirtualFinancialAdvisorSeries
thevirtualadvisdorseries.com

Join the conversation and let’s become better leaders in our industry.

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LET’S CONNECT!

Facebook: https://www.facebook.com/BradJohnsonEAB
Twitter: https://twitter.com/brad_johnson
Linkedin: https://www.linkedin.com/in/bradjohnsonae

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This interview was provided for informational purposes only. Financial professionals are ultimately responsible for the use and implementation of strategies discussed and should be aware of all applicable compliance requirements. Investment advisors are highly encouraged to seek pre-approval from any applicable broker-dealer or RIA prior to implementing new marketing techniques.

Neither Elite Advisor Blueprint or Advisors Excel are responsible for or guarantee the results from the strategies discussed.

This interview was provided for informational purposes only. Financial professionals are ultimately responsible for the use and implementation of strategies discussed and should be aware of all applicable compliance requirements. Investment advisors are highly encouraged to seek pre-approval from any applicable broker dealer or RIA prior to implementing new marketing techniques. Neither Elite Advisor Blueprint or Advisors Excel are responsible for or guarantee the results from the strategies discussed.

TAKING YOUR ADVISORY PRACTICE FROM

BRICKS & MORTAR TO DIGITAL