Today, I'm talking to one of the most prolific content creators in financial services, Michael Kitces.

His website, Kitces.com, serves over 12,000 advisors, and his blog, Nerd's Eye View, has become a go-to resource for financial advisors, reaching more than 200,000 unique monthly visitors.

Investopedia named him "one of the most influential financial advisors in the United States."

He also runs 2 podcasts, Kitces & Carl (which he co-hosts with Carl Richards, creator of the NYTimes Sketch Guy column) and Financial Advisor Success—one of the most highly rated podcasts for financial advisors.

3 of the biggest insights from Michael Kitces …

#1 The digital marketing shift that most advisors are NOT capitalizing on—and why your ideal clients are not choosing the local advisor who's closest in proximity; they are choosing the advisor that offers the best solution to their high-stakes problem.

#2 The power of "The One-Page Financial Plan" and how to effectively use it so you can eliminate overwhelm for your clients and drive them to take action.

#3 Why the happiest advisors are not the ones who earn the most money; they're the ones who earn the most money on their time. Michael shares his dollars-to-time ratio for maximizing happiness—and advice for buying your time back so you can successfully scale your business.

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SHOW NOTES

To get access to today's show notes, including links to all the resources mentioned, visit https://bradleyjohnson.com/7

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DISCLOSURE

These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations. Copyright ©️ 2023 Triad Partners, LLC. All rights reserved. TP04232712353