Five Industry Trends Reshaping Financial Advice

1 Five Industry Trends Reshaping Financial Advice 2 07.07.2021 | SEC AMAC Michael E. Kitces MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL Head of Planning Strategy. Buckingham Wealth Partners Publisher. The Kitces Report, www.kitces.com Blogger. Nerd's Eye View, www.kitces.com/blog Twitterer. @MichaelKitces, www.twitter.com/MichaelKitces Five Industry Trends Handouts/Additional Materials at: kitces.com/SECAMAC The Luddites 1 KITCES ..COM Advancing Knowledge In Financial Planning... © 2013 Michael Kitces | kitces.com Handouts/Materials: kitces.com/SECAMAC Treppe 1

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