In this episode of The Big Reveal Podcast, Kitces gets candid on WHY advisors trust in him, the importance of charging fees and what factors influence him most when deciding to invest in a new venture. Bonus: find out why he always wears a blue shirt!

The Big Reveal Podcast: In this new limited series, Suzanne leads lively discussions that not only focus on the guests personal and professional journeys, but also incorporates their perspectives on news items, hot topics, and industry trends. And, at the end of each episode, Suzanne dives deep to have her guests share something they’ve never revealed before, hence the title, The Big Reveal.

https://vimeo.com/469779928

For all information relating to this podcast series, see www.envestnet.com/thebigreveal

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Industry trends

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Advisor
Technology

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Digital
Advice

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Practice
Management

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Diversity
and Advocacy
Initiatives

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Executive Leadership