Advisor Productivity Trends And Best Practices – The Latest From Kitces Research
Exclusive Webinar: Newly released Kitces Research on advisor productivity highlights trends and best practices in the marketplace!
About Kitces Research Spotlight
Historically, the “productivity” of a financial advisor was the volume of their sales commissions – the key to boosting was to prospect better and sell faster. Over the past decade, though, financial advisors have shifted from product distribution to the business of delivering financial advice itself. While “productivity” may still be a function of the advisor’s total revenue, what it takes to actually grow and scale the advisor’s productive capacity, through various combinations of team and technology, is now fundamentally different.
In this session, financial advisor, industry consultant, and advisor researcher Michael Kitces, along with Kitces Director of Advisor Research Mark Tenenbaum, will share the results of the latest Kitces research study on Advisor Productivity. As part of this research, more than 600 independent advisors completed a questionnaire, providing insights into best practices in the current marketplace. This includes strategies for providing advisors with sufficient staff leverage while avoiding inefficiencies of larger teams, trends in technology adoption and pricing models, the relationship between CFP certification and productivity, as well as the growing popularity of surge meetings, client service calendars, and AI meeting notes.
This session will include 60 minutes of commentary and perspective on the Kitces research, and 30 minutes of open Q&A with Michael Kitces and Mark Tenenbaum after the presentation. Participants will receive an advance copy of this detailed 100+ page Kitces Research on Advisor Productivity whitepaper.
*Single pricing event. No Premier member discount. Not a CE-eligible event.
The Hosts
In this session, financial advisor, industry consultant, and advisor researcher Michael Kitces, along with Kitces Director of Advisor Research Mark Tenenbaum, will share the results of the latest Kitces Research on Advisor Productivity.
Michael Kitces
Michael Kitces
Michael is the Head of Planning Strategy at Buckingham Wealth Partners and is a passionate advocate for evolving, expanding, and institutionalizing excellence in financial planning. In addition, he is a co-founder of the XY Planning Network, the former Practitioner Editor of the Journal of Financial Planning, and the publisher of the e-newsletter The Kitces Report and the popular financial planning industry blog Nerd’s Eye View through his website www.Kitces.com, dedicated to advancing knowledge in financial planning.
Mark Tenenbaum
Mark Tenenbaum
Mark Tenenbaum is the Director of Advisor Research at Kitces, where he oversees the production of the site’s semi-annual research studies on advisor technology, productivity, wellbeing, and marketing. He also contributes to the Nerd's Eye View blog on these topics. Mark specializes in quantitative research methodology and data science, and has conducted research on a range of topics, including financial planning practice management and political behavior. In addition to his work at Kitces, he serves as the Managing Editor of Congress & the Presidency, a peer-reviewed academic journal publishing cutting-edge research on the executive and legislative branches. Before joining Kitces, Mark worked as a Financial Advisor for a Rhode Island-based RIA. He holds a Master’s degree in Political Science and is currently completing his Ph.D. in the same field. With experience as both a financial planner and a quantitative researcher, Mark is dedicated to creating data-driven, insightful content that supports the Kitces mission of helping financial advicers become better and more successful.
Pricing & Sign-Up Information
Wednesday, February 26 | 2:00–3:30 PM ET
Cost: $500*
This is a virtual event. Join from anywhere and access a full recording to reference after the event.
Purchase of a pass includes: Access to the live event and Q&A, a full event recording, and a copy of the Kitces Advisor Productivity Research Report.
*Single pricing event. No Premier member discount. Not a CE-eligible event.
FAQs
This event is geared toward Investors (VC and PE firms and family offices that invest in the AdvisorTech / FinTech / WealthTech space); Vendors that serve the independent advisor space that want competitive trend analysis and ideas for merger & acquisition opporutnities; Chief Strategy Officers and Executive Leaders of advisor enterprises that need to make technology decisions; and other interested advisor groups.
This webinar spotlight is not CE-eligible.
This exclusive spotlight event has a single pricing structure of $500. Kitces Premier members are not eligible for a discount.
