The Godfather: Michael Kitces [Episode 136]

The Perfect RIA - A podcast by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

Categories:

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. You can find show notes and more information by clicking here: https://bit.ly/33Rqizc