Jan 8, 2021
Renowned financial planning professional Michael Kitces joins Tom to discuss Michael's viewpoint on the messaging as it pertains to the retirement dilemma in the US. They'll also delve into the best practices for financial professionals to fish for new clients, and what financial professionals and investors alike should focus on in today's fast-changing financial world.
About Michael Kitces:
Michael is the Publisher, Editor-In-Chief, and Chief Financial Planning Nerd at Kitces.com. He's also the head of planning and strategy at Buckingham Wealth Partners and the co-founder of several additional ventures in the financial services space. He's also the host of the Financial Advisor Success Podcast.
2:00 - What's behind the "Kitces Blue"?
5:10 - Michael reflects on how marketing for financial professionals has changed during the Coronavirus pandemic.
10:25 - Should you try to be everywhere you possibly can from a marketing perspective?
16:36 - Is there a nationwide retirement dilemma facing us today?
26:10 - Michael looks back at an old 60 Minutes segment that painted an inaccurate picture of the financial services industry and what it takes to be prepared for retirement, and the lessons that can be learned from that today.