Ep 506: Building A 'Killer' Scorecard To Track Key Weekly Metrics On The Path To $275M AUM with Jenna Biancavilla

Ep 506: Building A 'Killer' Scorecard To Trac...

MICHAEL KITCESMICHAEL KITCES

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Ep 507: Growing Bigger For Succession And Then Intentionally Downsizing For A Simpler Lifestyle Practice with Carolyn McClanahan

Making the decision to downsize after growing can be shocking, but might also be the best decision for work-life balance. Today's guest shares the lessons she learned from growing her firm to more than 100 clients, before ultimately deciding that downsizing was the right choice. ...  Show more

 . 1h 30min
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

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