68 Podcast Episodes
Michael Kitces explains how to use AI to improve your advisory business
Michael Kitces explains how to use AI to improve your advisory business
Bruce and Jeff speak with forward thinker Michael Kitces, chief financial planning nerd at kitces.com. With ChatGPT push... Read more
5 Jun 2023
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31mins
Michael Kitces: Why Chat GPT Complements (Not Replaces) Advisors
Michael Kitces: Why Chat GPT Complements (Not Replaces) Advisors
The rapid emergence of artificial intelligence and Chat GPT specifically has raised a bunch of fresh questions about the... Read more
22 May 2023
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22mins
Michael Kitces: How Higher Yields Affect Asset Allocation and Retirement Planning
Michael Kitces: How Higher Yields Affect Asset Allocation and Retirement Planning
Today on the podcast, we welcome back financial planning guru and Michael Kitces. I recently had the chance to catch up ... Read more
9 May 2023
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48mins
Banks Collapsing?! What’s Next? – Plus ENCORE episode with Financial Advisor Michael Kitces
Banks Collapsing?! What’s Next? – Plus ENCORE episode with Financial Advisor Michael Kitces
#439: There are massive rapid changes unfurling in the financial world. This week’s biggest news: First Republic Bank co... Read more
4 May 2023
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1hr 33mins
Michael Kitces, Industry Thought Leader: Insights on the Path to $1 Billion Goal
Michael Kitces, Industry Thought Leader: Insights on the Path to $1 Billion Goal
Now it's our turn! CEO, Matt Blocki, speaks with industry thought leader, Michael Kitces, on this episode. Listen as Mat... Read more
20 Apr 2023
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43mins
007: Michael Kitces on Advisor Marketing, Niches, One Page Plans, Building a Team, and Being a CEO
007: Michael Kitces on Advisor Marketing, Niches, One Page Plans, Building a Team, and Being a CEO
Today, I'm talking to one of the most prolific content creators in financial services, Michael Kitces. His website, Kit... Read more
12 Apr 2023
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1hr 5mins
Michael Kitces: Does Portfolio Customization Pay Off?
Michael Kitces: Does Portfolio Customization Pay Off?
We welcome back Michael Kitces, who was one of our first guests on The Long View. Michael is the head of planning strate... Read more
23 Aug 2022
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1hr 2mins
The Paradox of Attracting and Repelling Prospects with Michael Kitces
The Paradox of Attracting and Repelling Prospects with Michael Kitces
Michael Kitces is an industry speaker, trailblazing Twitteree and the founder of Kitces.com. As the publisher of both Th... Read more
9 Aug 2022
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41mins
How One Presentation Started a Digital Empire With Michael Kitces Part 2 (Ep 28)
How One Presentation Started a Digital Empire With Michael Kitces Part 2 (Ep 28)
Do you want to know the secret behind the success of Michael Kitces, one of the most sought-after speakers and thought l... Read more
2 Mar 2022
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29mins
091: Special Re-Broadcast of Michael Kitces Podcast – Financial Advisor Success Featuring Patti Brennan
091: Special Re-Broadcast of Michael Kitces Podcast – Financial Advisor Success Featuring Patti Brennan
Patti was recently asked to be a guest on Michael Kitces’ Podcast “Financial Advisor Success”. Michael is a brilliant t... Read more
25 Feb 2022
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1hr 24mins