Michael Kitces—Head of Planning Strategy at Focus Partners Wealth, Co-Founder of XY Planning Network, and one of the industry's most recognized voices—joins Sean Walters for a "This or That" conversation on the questions every advisor is quietly wrestling with:
-
Investments or wealth? Specialization is rising. Which path is right for you?
-
Solo or team? Why going solo has never been more profitable—despite what the big firms say.
-
Utopian or dystopian? Why Kitces is bullish on advice, even as AI raises the bar for everyone.
A must-listen for every advisor thinking about where the profession is headed.
Available On:
