Session date and time
May 2, 2023
Michael E. Kitces is the chief financial planning nerd for Kitces.com, publisher of the leading financial advisor blog Nerd’s Eye View and enthusiastic host of the Financial Advisor Success podcast, all dedicated to making real financial advisors better and more successful. Kitces has 20 years of experience as a financial advisor, having worked across multiple industry channels, and has spoken at over 700 events for financial advisors, from keynoting the largest of national industry conferences to leading workshops at elite events to presenting his research at a wide range of industry association events. He is also the co-founder of XY Planning Network and fpPathfinder, New Planner Recruiting, the AdvisorTech firm AdvicePay and the head of planning strategy at Buckingham Wealth.
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