Michael Kitces

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

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

22mins

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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

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

1hr 33mins

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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

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

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

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

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

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

1hr 24mins

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