Ep 513: The Path From (Unpaid) Intern To CEO Of A $3.4 Billion Advisory Firm with Neela Hummel

Ep 513: The Path From (Unpaid) Intern To CEO ...

MICHAEL KITCESMICHAEL KITCES

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Ep 512: Winning Clients And Moving 'Upmarket' By Being Confident In Telling Your Value Story with Chris Smith

A discovery meeting can either feel like a sales conversation or the beginning of a relationship where a prospect feels genuinely understood. Today's guest believes the difference comes down to how advisors lead the conversation, listen to what prospects are actually saying, and ...  Afficher plus

 . 1h 30min restantes
Ep 511: Outsourcing And Managing Client Headcount To Stay Lean As A Two-Founder, $150M Firm with Ashlee deSteiger

What if growing your financial planning firm didn't have to mean giving up the lifestyle you worked so hard to create? For today's guest, building a successful advisory firm has meant finding ways to grow while protecting her time, energy, and freedom. Ashlee deSteiger is co-owne ...  Afficher plus

 . 1h 29min restantes

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Our guest today has been called one of the greatest financial writers of all time. And it’s no wonder – Josh Brown started his original blog, The Reformed Broker back in 2008 as he now continues to write over at DowntownJoshBrown.com.  And his latest book “You Weren’t Supposed to ...  Afficher plus

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