Recorded by: Adam Holt & Derek Notman
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 debate professional identity, practice investments and regulation given the direction of the profession.
Adam, Derek and Michael discuss:
- How the financial professional community is changing, and what it could look like in the future
- The key differences between a financial advisor, financial adviser, and financial “advicer”
- The importance of brand-labeling yourself in the financial space, and how that plays a key role in your identity
- Takeaways that you can implement to get ahead on the changing industry
- Our guest question on the difference one the pressures of independence and firm affiliation
- And more
Resources:
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