Michael Kitces is called each monetary advisor’s favourite monetary advisor, with Kitces.com serving almost 3,000 members and his Nerd’s Eye View weblog reaching greater than 200,000 distinctive guests month-to-month. As well as, he serves as Head of Planning Technique at Buckingham Strategic Wealth, a agency with greater than $20B in AUM.
Josh Brown may be his largest rival in that class, as an everyday contributor to CNBC’s Quick Cash, creator of the weblog The Reformed Dealer (~100k visits/month), co-host of The Compound and Pals present (118K YouTube subscribers), and CEO of Ritholtz Wealth Administration, an RIA that grew to greater than $3B in AUM organically.
Penny Phillips is co-founder and president of Journey Strategic Wealth, an RIA based in 2021 that has rapidly grown to $2.6B in AUM. Penny has been touted as the primary millennial girl to launch a rollup by making use of her profession information from teaching and consulting monetary advisors, enterprise house owners, and wealth administration establishments.
The recommendation trade is being revolutionized proper earlier than our eyes, and these three audio system are the perfect at speaking to monetary advisors what is occurring, why it’s taking place, and what the potential impacts are for his or her companies. The Future Proof digital format is exclusive in that it highlights every speaker with their very own time after which brings all of them again collectively for a stay Q&A.
When: Wednesday, April nineteenth at 1pm PT / 4pm ET
Matter: Revolutionizing Recommendation: How Prime Performing RIAs are Navigating the Trade’s Transformation
Visitors: Michael Kitces, Josh Brown, and Penny Phillips
Host: John Swolfs, Head of Content material for Future Proof Competition
The place: Zoom
CE Credit score: CFP® Professionals and IWI designation holders are eligible for 1 CE credit score
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