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Crafting A (Marketing) Manifesto To Show What You Really Stand For: Kitces & Carl Ep 108

Kitces and Carl - Real Talk for Real Financial Advisors

CHAPTER

The Evolution of the Financial Advisor Industry

"Financial advisor is just so lost as an interspersed term that we need a new word," he says. "So the new word I made up was advisor like you give advice with an R at the endso I give advice which means I'm an advisor who does thiswho just got bro" He also advocates for separation of sales from advice and advises people to be more product agnostic.

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