Rethink: Advisor, Adviser or Advicer featuring Michael Kitces

Recorded by: Adam Holt & Derek Notman

As you likely know, the financial services business is changing in the way advice is delivered to clients, so this begs the question, is a professional’s identity best defined by being a “financial advisor, adviser, or advicer”? 

In this episode, Adam Holt & Derek Notman invite the renowned Michael Kitces to the Rethink Tank to debate professional identity, practice investments and regulation given the direction of the profession.  

Adam, Derek and Michael discuss:

  • How the financial professional community is changing, and what it could look like in the future
  • The key differences between a financial advisor, financial adviser, and financial “advicer”
  • The importance of brand-labeling yourself in the financial space, and how that plays a key role in your identity
  • Takeaways that you can implement to get ahead on the changing industry
  • Our guest question on the difference one the pressures of independence and firm affiliation
  • And more


Related: Rethink: Paid vs Organic Digital