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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Published or updated February 25, 2012.