Yesterday, I connected with Michael Kitces, a thought-leader in financial planning and publisher of the highly regarded Nerd’s Eye View Blog for the latest edition of FinalytiQ hangout.
It was a fantastic session, to say the least as Michael shares incredible insight into key opportunities for planners to differentiate in the digital age.
He talked in-depth about how the internet is changing the way clients find a financial planner. ‘ If Google says you don’t exist, then you don’t’ he said.
Enjoy!
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Director
Abraham is the founder of FinalytiQ, a research consultancy for platforms, asset managers, and advisory firms. Recognised as one of the country’s leading experts in retirement income, platforms and investment propositions, Abraham has authored several papers on these subjects and delivered talks to the Personal Finance Society, The FCA and several conferences across the country.
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