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Freeing Advisors to Build the Practice of Their Dreams
Financial Advisors Are Furious Over New Ad Campaign - Michael Kitces
Talking Wealth
25 minutes
1 month ago
Financial Advisors Are Furious Over New Ad Campaign - Michael Kitces
On this episode of Talking Wealth, Josh Brown is joined by Michael Kitces, one of the most influential financial advisors in America. Michael is the Head of Planning Strategy for Buckingham Wealth Partners, Co-Founder of the XY Planning Network, and publisher of the blog Nerd’s Eye View. The guys discuss the CFP Board, which controls the CERTIFIED FINANCIAL PLANNER™ standard and manages the organization, and their ad campaign, which was targeted toward college students who are trying to figure out their careers. The gist of the commercials is that if you can’t have the imaginary job of your dreams, like professional day dreamer, becoming a CFP® might be the next best thing. The reactions from the financial planner community online have bordered on outrage.
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Talking Wealth
Freeing Advisors to Build the Practice of Their Dreams