Ep 020: Building A Successful Business By Giving Away 99% Of What You Do For Free with Michael Kitces
Financial Advisor Success
Michael Kitces
4.8 • 696 Ratings
🗓️ 16 May 2017
⏱️ 118 minutes
🧾️ Download transcript
Summary
I’ve received a lot of requests for me a to be a guest on my own show - so here you have it!
In this interview, I talk with my XYPN co-founder Alan Moore about how I manage to keep up with the blog, five growing businesses, speaking gigs, and actual financial planning - on top of spending time with family. I retrace the steps I’ve taken to arrive at the varied career I have today, and share some of the formative experiences of that journey.
Alan and I also talk about the time management strategies I’ve implemented in order to balance everything and avoid overcommitting myself.
Get the full show notes and transcript for this episode at: https://www.kitces.com/20
Transcript
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| 0:00.0 | Welcome to the Financial Advisor Success Podcast, where you go behind the scenes with |
| 0:07.3 | financial planner, speaker, and consultant Michael Kitsis to hear stories of how leading financial |
| 0:13.2 | advisors navigated the inevitable challenges that arise on the path to success and get insight |
| 0:18.8 | from leading industry consultants about how to break through to the |
| 0:22.2 | next level in your advisory business. And now here's your host, Michael Kitsis. Welcome, everyone. |
| 0:29.2 | Welcome to the 20th episode of the Financial Advisor Success Podcast. My guest on today's podcast is |
| 0:35.8 | me. To celebrate our 20th episode of the podcast, I've decided to |
| 0:40.3 | fulfill what has been by far the most popular request we've had from our podcast listeners, |
| 0:45.5 | which is to hear my own story. And so we've got Alan Moore, my co-host on the XYPN Radio |
| 0:50.7 | podcast, here to be host for the day and interview me for this episode. |
| 0:56.1 | So if you've ever been wondering what my own financial advisor career path has been over the past 17 |
| 1:00.8 | years, how I built the Kitsis.com platform, and whether I ever actually sleep, this episode will |
| 1:06.9 | answer all of your questions. You'll hear about why it was the job my grandmother took almost |
| 1:12.2 | 50 years ago after my grandfather unexpectedly passed away that ultimately got me into the financial |
| 1:17.7 | service industry straight out of college at the peak of the tech bubble. How I navigated my own |
| 1:22.7 | career in the early years from starting now as a life insurance agent to becoming a para planner and then eventually |
| 1:28.2 | a director of financial planning. And the strange turnaround I went through, having spent the |
| 1:32.8 | first decade of my career trying to take financial planning jobs that would avoid any obligation |
| 1:38.0 | of prospecting for new clients, even though now one of my primary roles is to be responsible |
| 1:43.1 | for business development across |
| 1:44.5 | half a dozen different businesses. |
| 1:46.8 | You'll also learn about how I made the transition from working full-time in an advisory firm |
... |
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