with Michael Kitces
Do you have a problem you could use a nerd’s eye view on?
Are you trying to wrap your brain around how the financial advisor landscape is changing in the digital age?
Would you like to better understand and connect with financial advisors, financial planners, or wealth managers?
Read on to learn more about how you can hire Michael to help you solve the biggest challenges in your business trying to reach financial advisors.
Hiring Michael was one of the best decisions we could have made.
“Our SaaS company markets to a very demanding advisor market. Michael was able to provide a “finely tuned” outside perspective that added actionable clarity and focus to our process. It took us over a week to integrate the two pages of notes from our meeting into our platform, but the results are already proving that hiring Michael was simply one of the best decisions we could have made.”
Michael is available to assist with a wide variety of issues for technology vendors and product manufacturers who serve financial advisors. Here is a small sample of problems he’s been hired to solve in the past:
Michael’s consulting services are meant primarily for large enterprises of advisors, or vendors who serve advisors. If you want personal financial planning advice, or individual practice management advice, please check out our solutions below:
Due to the volume of requests Michael receives for consulting, he unfortunately cannot work with everyone who reaches out. The form below is intended to help him get a better understanding of yourself and your company, and the kind of consulting support you’re looking for, so that he can understand if you’re a good match. And if not, at a minimum he’ll do his best to refer you out to another consultant who may be a better fit.
Michael or someone from his team will reach out to you within 3 business days after reviewing your application.
Please complete the form below to be considered based on Michael’s interests and availability. Regardless of whether a consulting engagement proceeds or not, all information submitted via this form will be held in strict confidence, and any actual consulting engagement with Michael will include a further Non-Disclosure Agreement (NDA) as part of the consulting agreement.