Conversations surrounding the provision of holistic financial advice have been occurring for years, but the time to embrace this approach is now. In this episode, writer and speaker Michael Kitces joins Bill Coppel — Managing Director and Chief Client Growth Officer at First Clearing —to discuss key insights to aid financial advisors in acclimating to the evolving industry landscape.

In this episode, you’ll hear:

• How to navigate today’s technology disruption
• Why generational differences matter
• Why taking a holistic approach to financial advice is important
• What distinguishes portfolio-centric advice from client-centric advice
• Suggestions for reaching new clientele

Michael Kitces is an active writer and keynote speaker whose work is frequently featured in Businessweek and The Wall Street Journal as well as on CNBC and NBC Nightly News. An industry thought leader, he is founder of the popular Nerd’s Eye View financial planning blog and hosts the Financial Advisor Success podcast which shares insights and success stories from top industry consultants and successful financial advisors with the goal of elevating your business and taking it to the next level. Michael is a partner and director of wealth management for the Pinnacle Advisory Group.

Ways to contact Michael—

Website: https://www.kitces.com/

Podcast: Financial Advisor Success https://www.kitces.com/podcast