19.05.2025
Mirjan Hipolito
Cryptocurrency and stock expert
19.05.2025

Michael Kitces outlines resources for training advisors at small firms

Michael Kitces outlines resources for training advisors at small firms @MichaelKitces: Kitces on training advisors

Michael Kitces, a prominent figure in the financial advisory sector, explores the distinct challenges faced by small firms in training new advisors.

In a recent tweet, Kitces highlighted the need for comprehensive resources and programs aimed at providing new Certified Financial Planners (CFPs) with real-world expertise. He linked to detailed resources that can assist in bridging the gap between certification and practical experience. Kitces emphasizes that while smaller firms may lack the extensive in-house training infrastructures of larger organizations, there are essential programs designed to foster the necessary skills for up-and-coming advisors.

These resources not only aid in developing a nuanced understanding of client needs but also equip new advisors with the tools to manage complex financial portfolios effectively.

In the previous news, tweet author Michael Kitces discussed ways to streamline client communications in financial planning.

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