Elementality for Financial Advisors | Elements Financial Vitals System™ Unlock Growth By Serving The Underserved w/ Michael Kitces [164]
12 snips
May 9, 2024 Michael Kitces joins Elementality to discuss trends in advisory firm growth, writing impactful content, and serving underserved markets. They explore subscription-based service models, setting fees based on income levels, and strategies for scaling financial advisory firms.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 3min
Curiosity and Motivation in Writing
02:52 • 9min
Evolution of Blog Specializations Over 16 Years
11:43 • 3min
Evolution through Research, Tech, and Business Models in the Financial Advisory Field
14:48 • 3min
Strategies for Scaling Financial Advisory Firms and Wealth Concentration
17:37 • 25min
Setting Financial Advice Fees Based on Income Levels
42:51 • 16min
Reevaluating Goals and Motivations in the Financial Advisory Field
58:41 • 3min