Podcast: Elementality for Financial Advisors | Elements Financial Vitals System™ (LS 35 · TOP 3% what is this?)
Episode: The Rise of the “Financial Advicer” With Michael Kitces
Pub date: 2021-09-14

Get Podcast Transcript →
powered by Listen411 - fast audio-to-text and summarization

Depending on the advice you’re after, you hire a personal trainer, or a lawyer, or a therapist … or a financial “advicer.” That’s the term Michael Kitces’ coined to clarify the difference between fiduciaries and commission-driven advisors.

Michael is Reese’s guest on this episode of the Elementality podcast. XY Planning Network co-founder and iconic thought-leader, Michael explains why the financial services ecosystem is changing as we move from being product-centric to being advice-centric.

The podcast and artwork embedded on this page are from Jordan Haines, CFP®, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.