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ENGAGE 2020


PFP2018 - Financial Planning Process Insights from the first Kitces Research Survey


Jun 9, 2020 9:30am ‐ Jun 9, 2020 10:45am

Description

This presentation examines insights from the first Kitces Research survey on the real financial planning process. Specifically, this presentation examines topics such as the use of various financial planning technologies are related time spent in the financial planning process, the personality traits that are correlated with success as a financial planner, and what motivates financial planners psychologically. Additionally, broader industry issues are examined, including the gender pay gap and the divorce gap among financial planners. Practical insights and implications from the first Kitces Research survey on the real financial planning process are discussed.

Learning Objectives:
  • Identify how the use of financial planning technology is related to time spent in the financial planning process.
  • Identify how personality traits are correlated with success as a financial planner.
  • Identify the psychological motivators of financial planners.
  • Identify the factors that explain the bulk of the gender pay gap among financial planners.

Speaker(s):

Tags: PFP
Category: Concurrent Session (Onsite and Online)

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