The Exceptional Advisor Podcast

The Future of Advice with Michael Kitces


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Michael Kitces, Head of Planning Strategy at Focus Partners Wealth, Co-Founder of XY Planning Network, and one of the industry's most recognized voices, joins Sean Walters on this episode of The Exceptional Advisor for a "This Or That" conversation on:

  • Investments or wealth? Firms do both, but individual advisors are increasingly specializing in one or the other as investment management centralizes.

  • Solo or team? Both paths are thriving, and it has never been more profitable or easier to run as a solo advisor, despite what mega firms want you to believe.

  • Utopian or dystopian? Why Kitces is bullish on advice, even as AI raises the bar for everyone.

It's a wide-ranging conversation with one of the sharpest minds in the business and a must-listen for advisors.

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The Exceptional Advisor PodcastBy Investments & Wealth Institute

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