As you likely know, the financial services business is changing in the way advice is delivered to clients, so this begs the question, is a professional’s identity best defined by being a “financial advisor, adviser, or advicer”? 

In this episode, Adam Holt & Derek Notman invite the renowned Michael Kitces to the Rethink Tank to debate professional identity, practice investments and regulation given the direction of the profession.  

Adam, Derek and Michael discuss:

• How the financial professional community is changing, and what it could look like in the future
  
• The key differences between a financial advisor, financial adviser, and financial “advicer”
  
• The importance of brand-labeling yourself in the financial space, and how that plays a key role in your identity
  
• Takeaways that you can implement to get ahead on the changing industry
  
• Our guest question on the difference one the pressures of independence and firm affiliation
  
• And more
  

Resources:

• Nerd’s Eye View – Financial Adviser Vs Advisor – What’s The Difference? 
  

Connect With Michael Kitces:

• 703-375-9478
  
• Kitces.com 
  
• LinkedIn: Michael Kitces
  

Connect With Adam Holt:

• support@asset-map.com 
  
• 888-664-8850
  
• Asset-Map 
  
• LinkedIn: Adam Holt
  
• LinkedIn: Asset-Map
  
• Facebook: Asset-Map
  
• Twitter: Asset_Map
  
• YouTube: Asset-Map 
  

Connect With Derek Notman:

• Conneqtor
  
• LinkedIn: Derek Notman
  
• LinkedIn: Conneqtor 
  
• Twitter: Derek Notman
  
• Twitter: Conneqtor
  
• Facebook: Conneqtor 
  
• YouTube: Derek Notman 
  

About Our Guest:

Michael E. Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL, is the Head of Planning Strategy for Buckingham Wealth Partners, a private wealth management firm located in St Louis, Missouri, that oversees approximately $50 billion of client assets. In addition, he is the co-founder of the XY Planning Network, AdvicePay, fpPathfinder, and New Planner Recruiting, former practitioner editor of the Journal of Financial Planning, and the publisher of the e-newsletter The Kitces Report and the popular financial planning industry blog Nerd’s Eye View through his website dedicated to advancing knowledge in financial planning.