Often known as each monetary advisor’s favourite, Michael Kitces.com serves practically 3,000 members and his Nerd’s Eye View weblog reaches over 200,000 distinctive guests per 30 days. As well as, he’s Head of Planning Technique at Buckingham Strategic Wealth, an organization with greater than $20 billion in property underneath administration.
His greatest competitor on this class could also be Josh Brown, as an everyday contributor to CNBC’s Quick Cash, creator of The Reformed Dealer weblog (~100k visits per 30 days), co-host of The Compound and Pals (118k YouTube subscribers), and CEO of Ritholtz Wealth Administration, an entrepreneurial group that has grown to over $3 billion in organically managed property.
Penny Phillips He’s the co-founder and president of Journey Strategic Wealth, an RIA that was based in 2021 and has quickly grown to $2.6 billion in AUM. Penny has been described as the primary millennial girl to launch a gaggle by making use of her skilled data via teaching and consulting from monetary advisors, enterprise homeowners and wealth administration organizations.
The recommendation trade is being revolutionized proper earlier than our eyes, and these three audio system are one of the best at speaking what is going on to monetary advisors, why it’s occurring, and what the potential impacts are for his or her corporations. Future Proof’s digital format is exclusive in that it highlights every speaker on their very own time after which brings them again collectively for a stay Q&A.
when: Wednesday, April 19 at 1 p.m. PT / 4 p.m. ET
Title: Revolutionizing Recommendation: How the Greatest RIAs Are Navigating Trade Transformation
company: Michael Kitsis, Josh Brown, and Penny Phillips
Host: Jon Solves, Head of Content material for the Future Proof Pageant
the place: Zoom in
CE credit score: CFP® professionals and IWI-rated holders are eligible for one CE credit score
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