Skip to Content
US Videos

Find Your Advisor Match: Is Likability Important?

Michael Kitces explains why congeniality shouldn't be the main consideration.

Michael Kitces is a partner and the director of Wealth Management for Pinnacle Advisory Group, co-founder of the XY Planning Network, and publisher of the continuing education blog for financial planners, Nerd’s Eye View. You can follow him on Twitter at @MichaelKitces.

Karen Wallace: Hi, I'm Karen Wallace for Morningstar. How much does likability matter when initially choosing an advisor, and what role does it play in maintaining an ongoing relationship with that advisor? Here to discuss this is financial planning expert Michael Kitces.