The Perfect RIA

Encore Episode:The Godfather: Michael Kitces


Listen Later

Running a successful, value-adding practice consists of a lot of moving pieces. It takes hard work, focus, and accountability. Matthew's guest today is someone who has been contributing to this industry in a massive way for a long time now and is someone many in the financial realm look up to for advice. Michael Kitces is the Head of Planning Strategy for Buckingham Wealth Partners, as well as the co-founder of the XY Planning Network, AdvicePay, fpPathfinder, and New Planner Recruiting—just to name a few. In this episode, Michael and Matthew discuss their advice for building a sustainable and sizeable practice, including what mindset you need to have to make this model work.

Listen in as Michael explains how to build a thriving community filled with people who share the same values and business mentality as you. You will learn the benefit of focusing your practice on a specific niche, which niches may not actually work for a financial advisor, and how to deliver unique massive value. This could be the year you make a huge impact on the world, and Michael will explain exactly which steps you can take to accomplish that.

Encore Episode:The Godfather: Michael Kitces

Resources in today's episode:

- Matt Jarvis: Website | LinkedIn- Michael Kitces: LinkedIn | Twitter | Website - Learn More about our Coaching Programs

...more
View all episodesView all episodes
Download on the App Store

The Perfect RIABy Matthew Jarvis, CFP® & Micah Shilanski, CFP®

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

458 ratings


More shows like The Perfect RIA

View all
Investing Insights by Morningstar

Investing Insights

522 Listeners

Behind The Advisor by XYPN

Behind The Advisor

137 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

940 Listeners

Capital Ideas Podcast by Capital Group

Capital Ideas Podcast

283 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

676 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

2,024 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,107 Listeners

The Long View by Morningstar

The Long View

917 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

241 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

114 Listeners

Ask The Compound by The Compound

Ask The Compound

324 Listeners

Retirement Tax Services Podcast by Steven Jarvis

Retirement Tax Services Podcast

128 Listeners

The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

The Efficient Advisor: Tactical Business Advice for Financial Planners

134 Listeners

Facts vs Feelings with Ryan Detrick & Sonu Varghese by Carson Investment Research

Facts vs Feelings with Ryan Detrick & Sonu Varghese

49 Listeners

The Great Retirement Debate with Ed Slott & Jeffrey Levine by The Great Retirement Debate with Ed Slott & Jeffrey Levine

The Great Retirement Debate with Ed Slott & Jeffrey Levine

150 Listeners