Building Advisory Platforms Beyond AUM: The Michael Kitces Story
Update: 2025-09-10
Description
We've all encountered moments in our careers where we question whether we're maximizing our impact. Discover how one of the industry's most recognized thought leaders transformed from cold-calling struggles into building platforms that serve over 2,100 advisors. Join host Jason L Smith as he sits down with Michael Kitces, CFP®, founder of Kitces.com, Head of Planning Strategy at Focus Partners Wealth and the driving force behind XY Planning Network and AdvicePay. Learn strategies for building subscription-based planning models, implementing scalable business systems, and multiplying your influence impact beyond traditional client service.
- Platform referenced: XY Planning Network
- Software referenced: AdvicePay
- Content platform: Kitces.com
- Podcast referenced: Financial Advisor Success podcast
Statistics:
Comments
In Channel
Download from Google Play
Download from App Store
United States00:00
00:00
x
