Today on the Consumerism Commentary Podcast, Bryan J Busch talks with Flexo and Michael Kitces, Director of Research for Pinnacle Advisory Group.
They discuss how online money management tools compare to personalized financial planning and other trends in the changing field of financial advice.
Table of contents
[00:00] Introduction from Bryan J Busch
[00:32] Interview with Michael Kitces
– [01:00] Different career paths toward financial planning
– [03:40] Personal advice vs. online money software with advice components
– [06:59] Clearing up the dizzying array of professional designations
– [10:11] Where do the advisors’ suggestions come from?
– [12:47] Typical clients, and how to attract more by making planning more accessible
– [18:38] How can the industry appeal more to young clients?
– [24:51] Finding the right planner for you
– [27:26] Attracting young would-be planners
[30:42] End
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Published or updated February 25, 2012. If you enjoyed this article, subscribe to the RSS feed or receive daily emails. Follow @flexo on Twitter and visit our Facebook page for more updates.
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Luke Landes founded Consumerism Commentary in 2003 and has been building online communities since 1990. Luke, also known as Flexo, has contributed to PC World Magazine, US News, Forbes, and other publications. 
