WealthTech Today

9/29 episode the host dresses down his guest because he failed to credit him along side Michael Kitces for the fintech map - “…you should know better…” - landing somewhere between arrogant and insecure. Also worth considering that during the editing process he decided to leave in that interaction, but didn’t edited out the multi-minute dead air near the end of the episode. Audio is generally low quality and often not edited carefully. Topics can be interesting minus the host.

This is a helpful podcast for anyone who is interested in introducing themselves into the world of wealth management advisory, or wants to hone their skills and better understand this industry. I suggest you annotate, take notes, and create a guide from the expert guests. I’ve had great success reading Craig’s investment advice services blog and it has led me to his podcast as a way to help fill the gaps in my knowledge and give me more details about the most important issues related to wealth management. Craig has a way of articulating things like this that make sense.