A prolific doer and thinker who’s passionate about moving the needle for financial advisors. Michael is a Partner and Director of Wealth Management for Pinnacle Advisory Group, a private wealth management firm. He’s the co-founder of XY Planning Network which is dedicated to helping Gen X and Gen Y advisors serve their Gen X and Gen Y client peers with a fee-only monthly retainer financial planning model. It’s designed to be a turnkey financial planning platform where they champion financial planning for a younger demographic. XY Planning Network has grown rapidly, coming up on their five year anniversary with over 850 advisors. Michael is also the publisher of The Kitces Report & Nerd’s Eye View. He’s a partner at New Planning Recruiting and the Treasure of the Board of Directors of Washington Improv Theatre. Michael’s a public speaker on financial planning and practice management topics, as well as the host of the Financial Advisor Success podcast. Michael got into financial services when he was graduating college and a life insurance sales manager told him he should be a financial advisor because it required hard work and a high income. Despite his background in psychology, financial services are exactly where he landed. Michael has always been intrigued and involved in gender and racial diversity. In fact, at a recent conference, an individual walked up to Michael and a group of women and asked, “Is this the Kitces harem?”. In response, Michael published a blog post asking for the appropriate response to these types of situations. He received a gamut of responses. From those, his biggest takeaway is that just by getting those to pause and think about the situation, is far more victorious than trying to get the conversation out there. Bottom line, let’s continue to have these conversations.
092: Championing Cybersecurity with Rachel Wilson
091: New Thoughts about Negotiating with Mori Taheripour
090: Conversation and Care with Dr. Joy Lere
089: Women, Movies, and Media with Madeline Di Nonno
088: Speak Up, Step Up, Make it Happen with Minda Harts and Christine Brown-Quinn
087: Ageless FinTech with Lisa Moyle
086: Speaking Out with Alex Chalekian
085: One Girl at a Time with Seema Hingorani
084: Clapping Back with Elijah Lawal
083: Changing the Language of Wealth with Chloe B. Mckenzie
082: Financially Fierce with Veronica Dagher
081: Power. Focus. Intention.
080: Inclusion and Belonging
079: Work and Meaning
078: Culture and Balance
077: The Lawyer Who Rocks
076: Seeds of Independence
075: To Bee or Not to Bee
074: In It For the Long Game
0:73 Money Girl’s, Money Moves
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