Michael Kitces is known as the favorite financial advisor of all financial advisors. In addition, he serves as Head of Planning and Strategy for his Buckingham Strategic Wealth, a company with over $20 billion in assets under management.
Josh Brown is a regular contributor to CNBC’s Fast Money, author of the blog The Reformed Broker (approximately 100,000 visits per month), co-host of The Compound and Friends show (118K YouTube subscribers), CEO of Ritholtz Wealth Management, an RIA that has organically grown to over $3 billion in AUM.
penny phillips Co-Founder and President of Journey Strategic Wealth, RIA, founded in 2021, has grown rapidly to $2.6 billion in AUM. Penny is touted as the first female millennial to apply her career knowledge gained from coaching and consulting with financial advisors, business owners and wealth management agencies to start the rollup.
The advice industry is revolutionizing before our eyes. These three of her speakers are great at telling financial his advisors what’s happening, why it’s happening, and how it might affect their companies. Optimal. The Future Proof digital format is unique in that it highlights each speaker’s own time and brings it all together for live Q&A.
when: Wednesday, April 19, 1:00 PM PT / 4:00 PM ET
topic: Innovative Advice: How Top Performing RIAs Are Navigating Industry Transformation
The guests: Michael Kitz, Josh Brown, Penny Phillips
host: John Swolfs, Head of Content, Future Proof Festival
where: zoom
CE Credits: CFP® Professionals and IWI Certification holders are eligible for 1 CE credit
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