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067: Michael Kitces on Building a Digital Platform That Attracts Your Ideal Clients

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Manage episode 248768064 series 2359408
Content provided by Brad Johnson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Brad Johnson or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Today, I’m talking with Michael Kitces. If you’re in financial services and aren’t familiar with Michael, my guess is you haven’t been on the internet recently as he has one of the most prolific platforms in all of finance. Michael creates content deconstructing some of the most complex financial planning topics out there and he shares much of this on his blog, Nerd’s Eye View - which is actively followed by over 36,000 subscribers.

He’s also a partner in a number of other businesses including: Director of Wealth Management at Pinnacle Advisor Solutions, co-founder of XY Planning Network with past guest Alan Moore, and he currently produces 2 podcasts, Kitces & Carl (which he co-hosts with Carl Richards, creator of the NYTimes Sketch Guy column and the Behavior Gap blog) as well as Financial Advisor Success - one of the most highly rated podcasts for financial advisors on the internet. As a self-titled life long learner, he’s also collected a number of graduate degrees and designations including a Master of Science in Financial Services, Master’s in Taxation, CFP, CLU, ChFC and numerous others.

In typical Kitces fashion, this is an expansive episode, so if you are travelling for the holidays, no worries, we have you covered!

FREE OFFER

  • Get a Copy of Michael Kitces's Report, 5 Financial Advisor Blogging And Social Media Lessons I’ve Learned (The Hard Way). Visit BradleyJohnson.com/67 to get access!

SHOW NOTES

To get access to today's show notes, including free offer, transcript, and links to all the resources mentioned, visit BradleyJohnson.com/67

  continue reading

81 episodes

Artwork
iconShare
 
Manage episode 248768064 series 2359408
Content provided by Brad Johnson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Brad Johnson or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Today, I’m talking with Michael Kitces. If you’re in financial services and aren’t familiar with Michael, my guess is you haven’t been on the internet recently as he has one of the most prolific platforms in all of finance. Michael creates content deconstructing some of the most complex financial planning topics out there and he shares much of this on his blog, Nerd’s Eye View - which is actively followed by over 36,000 subscribers.

He’s also a partner in a number of other businesses including: Director of Wealth Management at Pinnacle Advisor Solutions, co-founder of XY Planning Network with past guest Alan Moore, and he currently produces 2 podcasts, Kitces & Carl (which he co-hosts with Carl Richards, creator of the NYTimes Sketch Guy column and the Behavior Gap blog) as well as Financial Advisor Success - one of the most highly rated podcasts for financial advisors on the internet. As a self-titled life long learner, he’s also collected a number of graduate degrees and designations including a Master of Science in Financial Services, Master’s in Taxation, CFP, CLU, ChFC and numerous others.

In typical Kitces fashion, this is an expansive episode, so if you are travelling for the holidays, no worries, we have you covered!

FREE OFFER

  • Get a Copy of Michael Kitces's Report, 5 Financial Advisor Blogging And Social Media Lessons I’ve Learned (The Hard Way). Visit BradleyJohnson.com/67 to get access!

SHOW NOTES

To get access to today's show notes, including free offer, transcript, and links to all the resources mentioned, visit BradleyJohnson.com/67

  continue reading

81 episodes

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