9. Rethink: Advisor, Adviser or Advicer

What this episode covers

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.

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Frequently Asked Questions

How long is this episode of Rethink. Financial Advice?

This episode is 31 minutes long.

When was this Rethink. Financial Advice episode published?

This episode was published on October 27, 2021.

What is this episode about?

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,...

Can I download this Rethink. Financial Advice episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.