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

Ep 505: Using A "Pillow Test" To Make The Har...

MICHAEL KITCESMICHAEL KITCES

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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
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

 . 1h 30min

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