Michael Kitces describes himself as “a bit of a nerd when it comes to financial planning.” That’s quite the understatement. Michael’s rabid attention to detail and obsessive focus on all aspects of the advising process have made him a bona fide rock star within the wealth management world.

In this engaging, high-energy conversation, the financial planner, commentator and blogger riffs candidly about what advisors must know to thrive today with Ray Sclafani, founder and CEO of ClientWise, Barron’s exclusive advisor-coaching partner, and Jack Otter, Global Head, Wealth & Asset Management, at Barron’s Group.

Hear why Michael asserts that growth is “almost inevitable” for RIAs and why the Dunbar Effect and 20% annual growth are so important. What’s the impact of private equity investors on RIAs? What’s the upshot of more money chasing fewer firms worth $1+ billion? And why is client continuity and service so crucial? Lastly, with Bitcoin near a record high, Michael explains what advisors need to know about cryptocurrencies.

Find the answers to these questions and more in this webinar!
Tue, Oct 26, 2021 · 3:00 PM Eastern Time (US & Canada) (GMT -4:00)
Michael Kitces
Chief Financial Planning Nerd at Kitces.com
Michael Kitces is the Chief Financial Planning Nerd at Kitces.com, dedicated to advancing knowledge in financial planning and helping to make financial advisors better and more successful.

In addition, he is the Head of Planning Strategy at Buckingham Wealth Partners, the co-founder of the XY Planning Network, AdvicePay, New Planner Recruiting, fpPathfinder, and FA BeanCounters, the former Practitioner Editor of the Journal of Financial Planning, the host of the Financial Advisor Success podcast, and the publisher of the popular financial planning industry blog Nerd’s Eye View.

In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.
Jack Otter, Global Head, Wealth & Asset Management
Barron's Group
Jack is the Global Head of Wealth and Asset Management at Barron’s Group. Previously, Jack was the Editor-at-Large for Barron’s Group and the Executive Editor of Barrons.com, where he assigned and edited articles, promoted the site through social media and built a video operation. Jack launched Barron’s Next, a new site aimed at millennials. Jack is the author of Worth It…Not Worth It: Simple and Profitable Answers to Life’s Tough Financial Questions (Hachette). Before coming to Barron’s, Jack was executive editor of CBS MoneyWatch.com, and he has 18 years of experience as a business journalist, having been features editor of SmartMoney magazine and a columnist at Newsday. Jack has written for The Wall Street Journal, O magazine, Men’s Health and The New Yorker. Jack frequently appears on television to talk about investing and personal finance, and has been seen on NBC's “Today,” CBS “This Morning,” CNN, CNBC and Fox. Jack currently hosts “Barron’s Roundtable,” an all-new show on FOX Business News.
Ray Sclafani, Founder and CEO
ClientWise, LLC
Ray is the Founder and CEO of ClientWise, the premier coaching and training company exclusively serving the financial-services industry. Ray’s experience as a specialist in coaching and training mirrors his long and profitable history in the industry, including 20 years at AllianceBernstein, where he developed and directed programs that proved invaluable to advisors in creating improved and sustainable motivation, sales, and client relationships. Ray is recognized as a professional certified coach (PCC) by the International Coach Federation; he holds a Master’s Certification in Neuro-Linguistics from the International Association for Neuro-Linguistic Programming and a B.A. from Baylor University. His book You’ve Been Framed: How to Reframe Your Wealth Management Business and Renew Client Relationships was published by Wiley in 2015.