Michael Kitces is available as a consultant for businesses that serve financial advisors on a B2B basis, to help strategize around how financial planning is changing in the digital age and the different types of advisors that companies may wish to serve. If you are looking to build your business or better understand and connect with financial advisors, financial planners, or wealth managers, Michael is available to work with your firm on a half or full day basis, or via 2-hour virtual sessions.

Some Companies I Have Consulted With Include:

Some Companies Where I Have/Had An Advisory Board Role Include:

Current Advisory Board

Former Advisory Board

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