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MK

Michael Kitces

Head of Planning Strategy · Buckingham Wealth Partners

Co-founder of XY Planning Network and Advice Pay, author of the Nerd's Eye View blog, recipient of the Hart Financial Planning Award, former EMT and hacker, father of three.

2 appearances First Apr 2021 Latest May 2021

Quotes

“I think, frankly, most of our side of the industry is basically unaware this is happening and just flat out doesn't have it on the radar screen.”

Michael Kitces on 401(k) Advisors vs. Financial Planners

“You need to start with the value brought to the business over the past year and the economic impact that it's had on the growth of the business.”

Michael Kitces on 401(k) Advisors vs. Financial Planners

Episodes (2)

1:02:22

Michael Kitces on 401(k) Advisors vs. Financial Planners

Michael Kitces

May 4, 2021

At time: Head of Planning Strategy · Buckingham Wealth Partners
1:03:20

401(k) Advisors vs. Financial Planners: Partnership or Competition?

Michael Kitces

Apr 23, 2021

At time: Financial Planner, Author, Entrepreneur · Buckingham Wealth Partners, XY Planning Network, Advice Pay