Ep 122: Splitting Client-Facing Duties From The Mid- And Back-Office With A 'Supported Independence' Model with Jeff Concepcion

Ep 122: Splitting Client-Facing Duties From T...

MICHAEL KITCESMICHAEL KITCES

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Ep 503: Organically Growing To $800M AUM In Less Than A Decade By Investing In Educational Marketing with David Brooks

Whether you're looking to scale your advisory firm, improve your marketing strategy, or build a stronger brand presence, today's guest offers practical insights into how he has successfully done all that and more. David Brooks is the founder of Retire SMART, an RIA based in Omaha ...  Show more

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Ep 502: Managing $240M As A 3-Person Team Through A Structured Meeting Approach with Wendy Ciehanski

Your client review meetings could become your firm's biggest competitive advantage. Today's guest shares how her advisory firm has refined a structured client review process over more than 25 years, creating a consistent meeting cadence that improves efficiency while strengthenin ...  Show more

 . 1h 29min

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