Please make plans to join our study group session for Faith-Based Advisors Friday October 21st at 4PM EST. No registration is required. Please share with a friend or colleague. You may join us at the appointed time by following this link: https://smart.newrow.com/#/room/mey-736Come for the fellowship and support of other advisors integrating faith into their practice.
At The Capacity Crossroads: Three Visions for Scaling the Advisory Firm you Want
After several years in the business, advisors generally hit their personal capacity limit for serving clients. Industry leader Michael Kitces outlines three options for what to do next and gives wise insight into the dynamics of scaling an advisory firm.
Michael Kitces is the Chief Financial Planning Nerd at Kitces.com, dedicated to advancing knowledge in financial planning and helping make financial advisors better and more successful. He is also the Head of Planning Strategy at Buckingham Wealth Partners, co-founder of the XY Planning Network, AdvicePay, fpPathfinder, FABeanCounters, and New Planner Recruiting, and the former practitioner editor of the Journal of Financial Planning. Additionally, he hosts the Financial Advisor Success podcast and is 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.
Securities offered through Cambridge Investment Research, Inc., a broker-dealer, Member FINRA /SIPC and investment advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Both are wholly-owned subsidiaries of Cambridge Investment Group, Inc.
For financial professional use only, and not for use with the general public.