Ep 448: Attracting More Ultra-HNW Clients By Taking The Time To Due Diligence More Alternative Investments with Monish Verma

Ep 448: Attracting More Ultra-HNW Clients By ...

MICHAEL KITCESMICHAEL KITCES

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Ep 505: Using A "Pillow Test" To Make The Hard Business Decisions On The Way To $3.5B AUM with Andrew Rosen

How do you know you're making the right decision, especially when every option comes with trade-offs? Whether you're making career decisions or leading a growing advisory firm, today's guest offers practical lessons on building a business that aligns with your values while creati ...  Show more

 . 1h 30min
Ep 504: Taking Your Growth To The Next Level By Building An Authentic Personal Brand with Sheri Fitts

What makes a financial advisor stand out? The answer isn't a better logo or tagline—it's building a personal brand that stands out in the eyes of good-fit clients and ensures their work is in sync with their values. Sheri Fitts is a marketing strategist, and she joins the show to ...  Show more

 . 1h 29min

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