The Morningstar Investment Conference was held in Chicago last week at McCormick Place. From the live traffic as well as the trending hashtag on Twitter, this was a successful event! Talk about good fortune – we also caught up with Michael Kitces, who is on the road perpetually. We nabbed him after he completed several speaking appearances. After a harrying trip in courtesy of airline delays and storms – he powered up with Starbucks and sat in the Social Media Lounge for some discussion about his latest business developments and more.
For those who need some background – Michael is an industry thought leader and provides wonderful resources for financial advisors, such as:
- Weekend Reading – a curated collection of must read articles from around the industry
- The Kitces blog, Nerd’s Eye View – Michael’s place to share this thoughts, as well as a guest author from time to time
- His newest company, XY Planning Network – focused on defining the modern financial planning practie
- as well as aggressive calendar of public appearances, you can see some of those dates here.