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Strategy & Consulting

with Michael and the Kitces Consulting Consortium

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, and where the opportunities may lie?

Would you like to better understand the opportunities in serving and how to connect with financial advisors, financial planners, or wealth management firms?

Are you uncertain about whether you’re making the right strategic technology decisions for your financial services enterprise’s future?

Read on to learn more about how you can hire Kitces Consulting Consortium to help solve your biggest challenges in the financial advisor space.

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.”

How We Can Help

Kitces Consulting provides a wide variety of services for technology vendors and platforms who serve financial advisors, investment firms evaluating opportunities in the FinTech/WealthTech/AdvisorTech landscape, and financial services enterprises trying to make good technology decisions.

Here is a small sample of problems we have been hired to solve:

	Consulting Services
Product Strategy	Advice on creating differentiated offerings Determining product market fit Assessing software useability Economic profitability models Gathering expert feedback Product roadmap
Research	Calculate total addressable market Competitive product comparisons Surveys of prospective clients Client segmentation analysis Detailed revenue projections
Execution	Building best-of-breed integrated solutions Implementing new all-in-one platforms Optimizing back-office operations Managing RFP & vendor selection
Distribution	Go-to-market strategy Advisor channel analysis Messaging and positioning feedback Conference & PR strategy

Don't see what you're looking for here?

We do custom projects. Submit an application below with your needs.

Who We Serve

Advisor Tech & FinTech

Private Equity & Investment Firms

Advisor Enterprises

Kitces Consulting works with AdvisorTech and FinTech firms and platforms serving the advisor marketplace, private equity and investment firms evaluating acquisition or strategic opportunities, and advisor enterprises looking to make good strategic technology decisions (including broker-dealers, banks, asset managers, TAMPs, RIA consolidators and large RIAs)

Looking for personal financial planning advice, or consulting for your advisory firm practice?

Kitces consulting services primarily serve 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 for advisors and consumers.

Here Are Our Consultants

In addition to Michael Kitces — one of the world’s most in-demand financial planning
and practice management consultants — our Kitces Consulting Consortium team includes other high – quality and experienced advisor technology consultants with deep specializations in their respective domains.

Many of the world’s leading FinTech firms, platforms for advisors, private equity and investment firms, and advisor enterprises, turn to the Kitces Consulting Consortium to deliver the strategic and tactical consulting they need to take action.

Michael Kitces

Title: MSFS, MTAX, CFP®, CLU, CHFC, RHU, REBC, CASL - Chief Financial Planning Nerd

Travels From: Washington, D.C.

Specializes In: AdvisorTech and industry strategic trends, advisor messaging and positioning, feedback for product/market fit

Bio: Michael E. Kitces is the Chief Financial Planning Nerd for Kitces.com, publisher of the leading financial advisor blog Nerd’s Eye View, and the host of the Financial Advisor Success podcast, all dedicated to making real financial advisors better and more successful. Michael has 20 years of experience as a financial advisor, having worked across multiple industry channels, and consulted with the largest of enterprises and the newest of startups. In addition, he is the co-founder of XY Planning Network and fpPathfinder, the AdvisorTech firm AdvicePay, and the Head of Planning Strategy at Buckingham Wealth

Craig Iskowitz

Title: CEO of Ezra Group

Travels From: Newark, NJ

Specializes In: Ezra Group develops custom strategies that drive revenue growth and operational efficiency for technology providers, broker-dealers, asset managers, and RIA consolidators.

Bio: Craig Iskowitz has been a driving force for growing the wealthtech ecosystem since founding his consulting firm in 2005. Craig has over 30 years of experience in financial services including wealth and asset management, retail brokerage, and front to back-office operations. Ezra Group’s consulting clients include industry leaders such as LPL Financial, Pershing, AXA Equitable, Envestnet, Morningstar, and Orion Advisor Tech. He is also the publisher of the WealthTech Today blog and podcast and recently launched Ezra Group Research to deliver in-depth analysis of trends in the wealth management space.

Michael Kitces

Craig Iskowitz

Title

MSFS, MTAX, CFP®, CLU, CHFC, RHU, REBC, CASL - Chief Financial Planning Nerd

CEO of Ezra Group

Travels From

Washington, D.C.

Newark, NJ

Specializes In

AdvisorTech and industry strategic trends, advisor messaging and positioning, feedback for product/market fit

Ezra Group develops custom strategies that drive revenue growth and operational efficiency for technology providers, broker-dealers, asset managers, and RIA consolidators.

Bio

Michael E. Kitces is the Chief Financial Planning Nerd for Kitces.com, publisher of the leading financial advisor blog Nerd’s Eye View, and the host of the Financial Advisor Success podcast, all dedicated to making real financial advisors better and more successful. Michael has 20 years of experience as a financial advisor, having worked across multiple industry channels, and consulted with the largest of enterprises and the newest of startups. In addition, he is the co-founder of XY Planning Network and fpPathfinder, the AdvisorTech firm AdvicePay, and the Head of Planning Strategy at Buckingham Wealth

Craig Iskowitz has been a driving force for growing the wealthtech ecosystem since founding his consulting firm in 2005. Craig has over 30 years of experience in financial services including wealth and asset management, retail brokerage, and front to back-office operations. Ezra Group’s consulting clients include industry leaders such as LPL Financial, Pershing, AXA Equitable, Envestnet, Morningstar, and Orion Advisor Tech. He is also the publisher of the WealthTech Today blog and podcast and recently launched Ezra Group Research to deliver in-depth analysis of trends in the wealth management space.

Consulting Packages

2-Hour Virtual Consult

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

$2,000

I Want This

Full Day On-Site

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

$10,000 + travel

I Want This

Competitive Product Quick Market Scan

Looking for a report comparing strengths & weaknesses of your top 3 - 5 competitors’ products?

$19,500 - $29,500

I Want This

Market Sizing Research Report

Are you looking for data & analysis to support expanding into a new market? Total addressable market, projected revenue broken out by client segments.

$29,500 - $39,500

I Want This

Turnkey RIA Tech Platform Design

Are you launching a 1099 RIA platform but need an integrated tech stack? We have the experience and expertise to deliver the right solutions to meet your needs

$49,500 and up

I Want This

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 couldn’t be happier that we selected Ezra Group for our market analysis project. They did an outstanding job marrying their technology expertise with deep dive data research. Their team not only understood how our products fit in the asset and wealth management ecosystems, but also grasped our business challenges. They helped us size the global addressable market for our software and created a “sales battle map” that enabled our sales team to focus on those prospects with the greatest revenue potential. They integrated the market research with explanations of key industry trends that created tangible value for our firm. We enjoyed working with Ezra Group and highly recommend them.

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.

Companies We Have Consulted With In The Past

Apply To Work With Kitces Consulting

Due to the volume of requests we receive for consulting, we unfortunately cannot work with everyone who reaches out. The form below is intended to help us get a better understanding of yourself and your company, and the kind of consulting support you’re looking for, so that we can understand if you’re a good match. And if not, at a minimum we will do our best to refer you out to another consultant who may be a better fit.

Someone from our team will reach out to you within 3 business days after reviewing your application.

Please complete the form below to be considered. 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 Kitces Consulting 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.

Competitive Product Quick Market Scan

Market Sizing Research Report

Turnkey RIA Tech Platform Design

Showcase YOUR Expertise

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