Running a successful, value-adding practice consists of a lot of moving pieces. It takes hard work, focus, and accountability. Matthew's guest today is someone who has been contributing to this industry in a massive way for a long time now and is someone many in the financial realm look up to for advice. Michael Kitces is the Head of Planning Strategy for Buckingham Wealth Partners, as well as the co-founder of the XY Planning Network, AdvicePay, fpPathfinder, and New Planner Recruiting—just to name a few. In this episode, Michael and Matthew discuss their advice for building a sustainable and sizeable practice, including what mindset you need to have to make this model work.
Listen in as Michael explains how to build a thriving community filled with people who share the same values and business mentality as you. You will learn the benefit of focusing your practice on a specific niche, which niches may not actually work for a financial advisor, and how to deliver unique massive value. This could be the year you make a huge impact on the world, and Michael will explain exactly which steps you can take to accomplish that.
Encore Episode:The Godfather: Michael Kitces
Resources in today's episode:
- Matt Jarvis: Website | LinkedIn- Michael Kitces: LinkedIn | Twitter | Website - Learn More about our Coaching Programs
