Ep 185: Becoming A Financial Coach As An Alternative To The Traditional Financial Advisor Business Model with Christine Teh

Ep 185: Becoming A Financial Coach As An Alte...

MICHAEL KITCESMICHAEL KITCES

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Ep 513: The Path From (Unpaid) Intern To CEO Of A $3.4 Billion Advisory Firm with Neela Hummel

While some advisors work at multiple firms throughout their careers, others work their way up within a single firm. Today's guest shares how she climbed the ladder from serving as an unpaid intern to CEO of the same, now-$3.4 billion, RIA. Neela Hummel is the CEO of Abacus Wealth ...  Show more

 . 1h 30min
Ep 512: Winning Clients And Moving 'Upmarket' By Being Confident In Telling Your Value Story with Chris Smith

A discovery meeting can either feel like a sales conversation or the beginning of a relationship where a prospect feels genuinely understood. Today's guest believes the difference comes down to how advisors lead the conversation, listen to what prospects are actually saying, and ...  Show more

 . 1h 30min

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