9. Rethink: Advisor, Adviser or Advicer – featuring Michael Kitces

As you likely know, the financial services business is changing in the way advice is delivered to clients, so this begs the question, is a professional’s identity best defined by being a “financial advisor, adviser, or advicer”? In this episode,

Episode 9 of the Rethink. Financial Advice podcast, hosted by H. Adam Holt, CFP and Derek N.H. Notman, CFP, titled "9. Rethink: Advisor, Adviser or Advicer – featuring Michael Kitces" was published on October 27, 2021 and runs 31 minutes.

October 27, 2021 ·31m · Rethink. Financial Advice

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Summary

As you likely know, the financial services business is changing in the way advice is delivered to clients, so this begs the question, is a professional’s identity best defined by being a “financial advisor, adviser, or advicer”? In this episode, Adam Holt & Derek Notman invite the renowned Michael Kitces to the Rethink Tank to … Continue reading 9. Rethink: Advisor, Adviser or Advicer – featuring Michael Kitces → Hosted on Acast. See acast.com/privacy for more information.

Episode Description

As you likely know, the financial services business is changing in the way advice is delivered to clients, so this begs the question, is a professional’s identity best defined by being a “financial advisor, adviser, or advicer”? In this episode, Adam Holt & Derek Notman invite the renowned Michael Kitces to the Rethink Tank to … Continue reading →

Hosted on Acast. See acast.com/privacy for more information.

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