After several years in the business, advisors generally hit their personal capacity limit for serving clients. Industry leader Michael Kitces outlines three options for what to do next and gives wise insight into the dynamics of scaling an advisory firm.
This Listening Guide accompanies the Study Group of the same name.
Michael Kitces is the Chief Financial Planning Nerd at Kitces.com, dedicated to advancing knowledge in financial planning and helping make financial advisors better and more successful. He is also the Head of Planning Strategy at Buckingham Wealth Partners, co-founder of the XY Planning Network, AdvicePay, fpPathfinder, FABeanCounters, and New Planner Recruiting, and the former practitioner editor of the Journal of Financial Planning. Additionally, he hosts the Financial Advisor Success podcast and is the publisher of the popular financial planning industry blog Nerd’s Eye View.
In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.