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
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