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 472: Going Deep Into Multigenerational Planning To Better Serve HNW Clients (Not Just Retain Their Assets) with Carli Smith

Multigenerational planning isn't just about retaining assets after a wealth transfer. When done well, it becomes a powerful way to elevate service, improve family communication, and drive meaningful growth today. Carli Smith, founder of Signal Wealth Advisors, has built her pract ...  Show more

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Ep 471: Growing To $475M In 7 Years While Making Yourself Dispensable Enough To Take A Personal Sabbatical with Dennis Morton

Building a firm that can thrive without its founders being constantly "on" requires far more than revenue growth. It takes intentional infrastructure, deep team trust, and long-term thinking. This episode explores how designing a business that doesn't depend on any single individ ...  Show more

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