We've all encountered moments in our careers where we question whether we're maximizing our impact. Discover how one of the industry's most recognized thought leaders transformed from cold-calling struggles into building platforms that serve over 2,100 advisors. Join host Jason L Smith as he sits down with Michael Kitces, CFP®, founder of Kitces.com, Head of Planning Strategy at Focus Partners Wealth and the driving force behind XY Planning Network and AdvicePay. Learn strategies for building subscription-based planning models, implementing scalable business systems, and multiplying your influence impact beyond traditional client service.

• Platform referenced: XY Planning Network
• Software referenced: AdvicePay
• Content platform: Kitces.com
• Podcast referenced: Financial Advisor Success podcast

Statistics:

• Over 20,000 advisors subscribe to Kitces.com member content for continuing education
• XY Planning Network has grown to 2,100 advisors since its 2014 launch