Scaling Advice: From Financial Advisor To Financial Advicer

All successful financial planning practices face the challenge of scaling their advice to serve more clients and making their businesses more profitable. However, making a practice more scalable while still providing excellent service to the client can be a multi-faceted challenge that can take advisors years to address, while finding themselves unable to grow sustainably.

In this webinar, Michael Kitces shares research on scalability, walking advisors through the process of establishing expertise, systematizing client deliverables and engagement, coping with client variability, and delegating to leverage time efficiently. Throughout the webinar, Michael provides practical steps advisors can take to work toward scaling to financial advicers, and how doing so can not only make practices run more efficiently, but also increase advisor revenues.    


In this webinar, advisors will learn to:   
- Distinguish between the core offering of various professionals on a continuum from salesperson to specialists
- Explain the impact of gaining expertise on earnings and productivity
- Develop a plan to systematize ongoing planning for clients
- Analyze ways to cope with client variability that could provide advisors from scaling their businesses
- Evaluate when it may make sense to scale a practice and how this would increase an advisor’s ability to leverage their time

Accessing the webinar:
You can find your custom link by accessing the email confirmations that have been sent to you via email from webinar.host@bigmarker.com. You can also find your individual sign-on link within the downloadable calendar invite for the webinar.

Continuing Education (CE): 1.5 Credits
For attendees who want to receive CE credit for designations managed by the CFP Board, IWI, and American College, we will report your attendance directly to these organizations within 72 hours as long as you enter your certification numbers during registration and attend the live session for at least 75 minutes.

For attendees who want to receive CE credit as an Investment Adviser Representative (IAR), we will report your attendance directly to FINRA within 72 hours as long as you enter your certification numbers during registration and attend the live session for at least 75 minutes. Additionally, Kitces Members must have purchased the IAR Add-on to have their CE reported to FINRA as an IAR.

For attendees who want to receive CE credit as a Certified Public Accountant (CPA), you must attend the live session for at least 75 minutes and complete all polls presented at the live event. A certificate will be provided to you for self-reporting to NASBA.

All attendees who meet the minimum attendance requirement of 75 minutes will also receive a completion certificate that you can use to report CE to other organizations. We don't report for state-level insurance licensing although some states may accept completion certificates if you self-report.

Recordings:
Non-Members: Those who are NOT Kitces.com Members will have access to the recording for 30 days. Though continuing education is available for the live session, the recording is not CE eligible. 

Kitces.com Basic & Premier Members: The video presentation and a recording of the live Q&A will be available on the Webinars page in the Members Section. Note: If you were not able to attend the live session for the full 50 minutes, successful completion of a quiz will be required in order to receive CE for viewing the RECORDED VERSION posted to the Members Section.