RIA National Webinar: Five industry trends reshaping financial advice
Date: Tuesday, March 07, 2023
Time: 10:00 AM PST | 1:00 PM PST
SPEAKERS
Michael Kitces
Financial Advisor
Kristen Nelson
Relationship Manager

The rise of the “robo-advisor” has called into question the relevance of financial advisors and the viability of current advisory business models. In an environment where more firms are competing for the same clients, it is essential to differentiate yourself.


Capital Group is pleased to host Michael E. Kitces, Chief Financial Planning Nerd at Kitces.com, to share what he sees as the five industry trends reshaping financial advice. Michael will cover:
 

  • How to stay competitive in the new digital age of investing when balancing technology advancements and the next generation of wealth
  • How the “Great Convergence” in business models is triggering regulatory change
  • How to provide an exceptional experience that will differentiate your service

This is an invitation-only webinar. If you would like to attend, please contact your Capital Group relationship manager or specialist.


Michael E. Kitces 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. In addition, he is the Head of Planning Strategy at Buckingham Wealth Partners; the co-founder of the XY Planning Network, Advice Pay, 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.

Kristen Nelson is a relationship manager at Capital Group. She has 23 years of industry experience and has been with Capital Group for five years. Earlier in her career at Capital, she was an institutional relationship specialist. Prior to joining Capital, Kristen worked as a senior customer engagement manager at Appirio, a Wipro Company. Before that, she was a senior operations manager at Oxford Financial Group, Ltd. She holds a bachelor’s degree in business administration with a concentration in management from the University of St. Francis. She also holds the Project Management Professional certification. Kristen is based in Indianapolis.

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