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AI Meeting Prep Now Includes Custom Fields, Custom Objects, and Emails

The best client meetings start with complete context. AI Meeting Prep has brought together client activity like notes, tasks, meetings, relationships, financial information, and more into a single...

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Build Relationships Beyond the Primary Client

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How Advisors Use Holistiplan + Wealthbox to Uncover Assets and Scale Outreach

Tax season presents one of the most consistent...

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Recorded Webinar

AMA

Ask Me Anything - featuring Michael Kitces

PRESENTED BY

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Partner

ABOUT THIS WEBINAR

Join us for a previously recorded live “AMA” webinar with industry luminary, Michael Kitces, where we’ll host an Ask Me Anything session! This engaging webinar offered a unique opportunity for attendees to interact directly with Michael Kitces, tapping into his wealth of knowledge and expertise in financial planning, practice management, wealthtech, and more.

This webinar will give you a chance to

1 Hear Michael Kitces’ answers to questions from the advisor community.
2 Gain unique perspectives from Michael on the latest trends and developments shaping the financial landscape.
3 Discover strategies and tactics from Michael to enhance your financial planning and client service approach.

About Michael Kitces

Michael Kitces is the Chief Financial Planning Nerd at Kitces.com, dedicated to advancing knowledge in financial planning and helping to make financial advisors better and more successful. In addition, he is the Head of Planning Strategy at Buckingham Wealth Partners, the co-founder of the XY Planning Network, AdvicePay, New Planner Recruiting, fpPathfinder, and FA BeanCounters, the former Practitioner Editor of the Journal of Financial Planning, the host of the Financial Advisor Success podcast, and 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.

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