The Elite Advisor Blueprint®: A Podcast for Financial Advisors - 067: Michael Kitces on Building a Digital Platform That Attracts Your Ideal Clients

067: Michael Kitces on Building a Digital Platform That Attracts Your Ideal Clients

12/24/19 • 120 min

The Elite Advisor Blueprint®: A Podcast for Financial Advisors

Today, I’m talking with Michael Kitces. If you’re in financial services and aren’t familiar with Michael, my guess is you haven’t been on the internet recently as he has one of the most prolific platforms in all of finance. Michael creates content deconstructing some of the most complex financial planning topics out there and he shares much of this on his blog, Nerd’s Eye View - which is actively followed by over 36,000 subscribers.

He’s also a partner in a number of other businesses including: Director of Wealth Management at Pinnacle Advisor Solutions, co-founder of XY Planning Network with past guest Alan Moore, and he currently produces 2 podcasts, Kitces & Carl (which he co-hosts with Carl Richards, creator of the NYTimes Sketch Guy column and the Behavior Gap blog) as well as Financial Advisor Success - one of the most highly rated podcasts for financial advisors on the internet. As a self-titled life long learner, he’s also collected a number of graduate degrees and designations including a Master of Science in Financial Services, Master’s in Taxation, CFP, CLU, ChFC and numerous others.

In typical Kitces fashion, this is an expansive episode, so if you are travelling for the holidays, no worries, we have you covered!

FREE OFFER

Get a Copy of Michael Kitces's Report, 5 Financial Advisor Blogging And Social Media Lessons I’ve Learned (The Hard Way). Visit BradleyJohnson.com/67 to get access!

SHOW NOTES

To get access to today's show notes, including free offer, transcript, and links to all the resources mentioned, visit BradleyJohnson.com/67

In typical Kitces fashion, this is an expansive episode, so if you are travelling for the holidays, no worries, we have you covered!

FREE OFFER

Get a Copy of Michael Kitces's Report, 5 Financial Advisor Blogging And Social Media Lessons I’ve Learned (The Hard Way). Visit BradleyJohnson.com/67 to get access!

SHOW NOTES

To get access to today's show notes, including free offer, transcript, and links to all the resources mentioned, visit BradleyJohnson.com/67

Previous Episode

066: Bob Burg on How Financial Advisors Can Embrace The Go-Giver Mindset to Win More Business

Today, I’m talking to Bob Burg. For 30 years, Bob’s been helping sales leaders and their teams more effectively communicate their value and grow their businesses in ways they never thought possible.

His book, The Go-Giver, is a Wall Street Journal bestseller that has sold close to a million copies since its release. It was rated #10 by Inc. Magazine as one of the Most Motivational Books Ever Written, and was on HubSpot’s 20 Most Highly Rated Sales Books of All Time.

Bob has been named one of the 30 Most Influential Leaders by The American Management Association, as well as one of Inc.’s 100 Great Leadership Speakers. I was fortunate enough to see Bob speak at our company’s Journey event in Indianapolis earlier this year, and I knew I had to get him on the show to share his wisdom with all you Blueprint listeners.

In our conversation, you’ll discover why shifting your mindset from "getting" to "giving" isn’t just the most fulfilling way to live life and do business, but it’s also the most profitable!

FREE OFFER

SHOW NOTES

To get access to today's show notes, including free offer, transcript, and links to all the resources mentioned, visit BradleyJohnson.com/66

Next Episode

068: BONUS - How Financial Advisors Can Build Wildly Successful Marketing Machines - Between Now and Success

Today, I’m thrilled to share a bonus episode from a conversation with Steve Sanduski from his podcast, Between Now and Success. Steve was kind enough to allow us to replay it here. If you aren’t already subscribed to his show, Steve’s podcast is easily one of my top listens in financial services, so be sure to check it out!

A little background for those of you unfamiliar with Steve... He has over 20 years of experience in our industry and has helped launch and build a $1.8 billion RIA, also in partnership with Ron Carson grew Peak Advisor Alliance from 0 to 1,000 coaching clients as a Managing Partner. He’s also the New York Times bestselling co-author of Tested in the Trenches: A 9-Step Plan for Success as a New-Era Advisor and Avalanche: The 9 Principles for Uncovering True Wealth.

As far as his podcast, Steve is a master interviewer and has had past guests on his podcast that include Ric Edelman, Marty Bicknell, David Bach, and other heavy hitters in finance. He was also a guest on an earlier episode of my podcast (Episode 19 if you want to check it out!) and with the Rockstar lineup of past guests Steve’s had on, it was an honor to return the favor and hop on the mic with him. We covered a lot of ground but primarily focused on how financial advisors can take their marketing to the next level and the simple 3-step framework we’ve coached on to help them scale their firms!

FREE OFFER