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Strategies to Elevate Your Wealth Advisory Practice
Michael Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL, is the Chief Financial Planning Nerd at Kitces.com, dedicated to advancing knowledge in financial planning and helping to make financial advisors better and more successful, and the Head of Planning Strategy at Buckingham Wealth Partners, an independent RIA with more than $50 billion of assets under management, that provides private wealth management to consumers and turnkey asset management platform services to advisors.
In addition, he is the Head of Planning Strategy at Buckingham Wealth Partners, the co-founder of the XY Planning Network, AdvicePay, New Planner Recruiting, fpPathfinder, and FA BeanCounters, the former Practitioner Editor of the Journal of Financial Planning, the host of the Financial Advisor Success podcast, and the publisher of the popular financial planning industry blog Nerd’s Eye View.
In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.
Having spent 31 years in the financial services business and achieving at the highest levels (Barron’s Top 100 in all categories – Independent, Advisor, and Women Advisor), Erin sold her business in 2017 in a successful exit – a step most advisors want to achieve at the end of their careers.
She now provides advisors the ability to replicate her success by modeling exactly what she did to achieve next-level growth.
As Chief Market Strategist at Carson Group, Ryan Detrick brings a wealth of expertise and a strong understanding of financial markets to guide the firm’s strategic investment decisions. With a proven track record of insightful market analysis and a passion for helping both advisors and clients navigate the complexities of the financial landscape, Ryan plays a pivotal role in shaping the investment strategies that drive Carson Group’s success.
Jackie Wilke is a highly requested and respected expert in practice management and business development. She studies the success of forward-thinking financial professionals and enterprises, then delivers those proven processes as a keynote speaker, coach, consultant, and content creator.
Since joining the Advisor Consulting Group in 2015, Jackie has helped numerous financial professionals and firms build their ideal business with their ideal clients by focusing on process, planning, and people.
A portfolio of stocks and bonds was once the gold standard. But it’s no longer serving investors well – and hasn’t for some time. Join the forward-thinkers who are using alternative investments to protect and improve client portfolios.
Alternative investments include investment vehicles like REITs, BDCs, Interval Funds, Tender Offer Funds, Private Credit, Private Offerings, 1031 Exchange Programs, Qualified Opportunity Zone Funds, Nontraded Preferred Stock, hedge funds, hard assets and derivatives.
Alts typically have low correlation to mainstream asset classes like stocks and bonds – making them attractive for portfolio diversification. They also have the potential to provide current income and a hedge against inflation.
Don’t let a lack of knowledge keep you from utilizing alts with your clients. Join industry experts to learn about the value and growth of the alternative investments industry.
Our Ambassador Partners are firms dedicated to the alternative investments industry and educating advisors about how to incorporate alts, playing an influential role in expanding access to and simplifying the investment process of alts.
We specialize in industry insights, data, trends and tools. We are the high-octane fuel behind connecting advisors with alternative asset managers and driving investment solutions. We help advisors stay informed and provide the power to help select the best alts strategies for your clients and your practice.
We collect, consolidate and interpret alternative asset manager and investment offering data from across the industry so you don’t have to. Our reports unlock factual performance metrics needed to make better informed decisions concerning nontraded REITs, BDCs, Tender Offer Funds, Interval Funds and Private Offerings to help diversify client portfolios and expand your practice.
