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.
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