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.
071: Finance, Fashion and Feminism
070: Debugging Meritocracy
069: It’s Not the End of the Road
068: Hustle and Hard Work
067: Being A Modernist in Finance
066: Slowing Down to Speed Things Up
065: Changing Your Filter
064: Finding Energy to Recharge Your Battery
063: Battling Inequality Through Words
062: Financial Freedom Through Intention
061: Surviving the Overwired World
060: Your Brand, Your Business, Your Bottom Line
059: Influencing The Masses
058: Financial Power
057: Women in Securities Law
056: Thriving in Business
055: Business Is in Her Blood
054: Finessing Financial Education
053: Winning in Sales
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