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 510: Creating Effective Discovery Meetings To Convert 100% Of (High-Value) Prospects Into Clients with Michael Yoder

An effective discovery process not only can help an advisor better understand prospects' unique situations, but also can increase the rate at which they become full-time clients. Today's guest shares how he has developed a discovery process that has converted every prospect who h ...  Show more

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Ep 509: Systematizing Your Differentiated Service As A (True) Retirement Expert While Scaling To $850M Of AUM with Dana Anspach

Standing out as a true retirement expert: today's guest shares how she systemized her service by leaning into decumulation planning and running multiple tests on client plans to give them greater confidence that they will meet their retirement goals. Dana Anspach is the founder o ...  Show more

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