Strategy + Consulting

with Michael Kitces

Strategy + Consulting

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.”

Steve Hutchinson

How Michael Can Help

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:

  • Exploring how to uniquely position a new technology offering for advisors in a crowded category to differentiate and stand out
  • Determining new ways to segment financial advisors based on their business model and mindset to refine an investment offering towards a particular niche
  • Gathering expert feedback on how to refine a new analytical process to be relevant for how financial advisors work with their clients
  • Assessing usability and getting the advisor’s perspective on the client/advisor experience for a new advisor technology solution
  • Evaluating a prospective new annuity product to determine its likely product-market fit in the fee-only advisor landscape
  • Assistance in weighing the future product roadmap for an advisor technology solution based on rapidly evolving industry trends
Looking for personal financial planning advice, or consulting for your advisory firm practice?

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:

Consulting Packages

2-Hour Virtual Consult

Want to do a rapid fire over video with Michael to answer a few big, burning, pressing questions?

Full Day On-Site

Need a full day in-person on site to tackle multiple, large challenges in your business?

Advisory Board

Want to have Michael as a voice on your advisory board?

Kind Words From Past Clients

BovaMetrics was at a critical crossroad in terms of the deployment of our flagship product called Equilla. We decided we needed a knowledgeable Wealth Management consultant. We asked 8 people who they would recommend and 7 out of 8 said “Michael Kitces” was the “go to guy”. While we were slightly concerned with the pricing, we realized within the first 20 minutes of our 2hr virtual session that our money was very well spent. Within the two hour virtual consulting engagement we held with Michael, he not only answered all of our questions, he also told us what questions we weren’t asking and promptly answered them for us. Michael gave us insight that altered the way we viewed our product and our pricing.

We have been working with Michael on various financial planning issues and implication to our financial planning solution. Michael has provided extremely valuable insight. He not only share thought and suggestions from a technical perspective but also provided insight from an advisor point of view and potential impact on advisor’s business. We very much look forward to continuing working with Michael going forward.

As we develop new products to help Advisor’s grow their Practices, Michael’s perspective on the challenges and needs of Advisors have been an enormous help.  His insight compelled us to re-examine previously held assumptions that could have taken us down the wrong roads.  His balance of real-world micro and macro perspective of the wealth management business also opened our eyes to new opportunities that will propel our solutions into some exciting areas that we likely would not have not spotted without him.

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Companies Michael Has Consulted With In The Past

Companies Michael Has/Had An Advisory Board Role Include

Current Advisory Board

Former Advisory Board

Apply For Consulting With Michael

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.

We were thrilled with our 2 hour engagement with Michael.   Our intention going into our consulting engagement with Michael was simple:  we wanted to tap into his wealth of knowledge and experience in the industry in order to gain some additional insights and recommendations on the future-state of the market, challenges facing wealth advisors, and the competitive landscape.  We wanted to delve into these topics without reaching the typical consulting pay-phone-like conclusion of “Well, time is up. Ante up a bunch more money for a longer consulting engagement to get what you really want”.  In our 2 hours with Michael, he came well prepared, and provided us with the interesting and well informed perspectives we were looking for…and then concluded the session cleanly, with no lingering follow up items.   Because Michael gave us what we were looking for at a fair price, with not even a whisper of follow on work, I’m confident we will tap into Michael again-and-again.  He is what we all hope for in a consultant – an efficient, high ROI experience.

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