78 min listen
Ep 200: Scaling A Successful Business Beyond Yourself By Constantly Reinventing Your Role with Michael Kitces
Ep 200: Scaling A Successful Business Beyond Yourself By Constantly Reinventing Your Role with Michael Kitces
ratings:
Length:
103 minutes
Released:
Oct 27, 2020
Format:
Podcast episode
Description
This is a milestone 200th episode, and we’re doing things a little differently today! We put out a survey to the listenership asking who we should invite as our guest today, and overwhelmingly, you told us that you want to hear more of my own story on this journey of navigating the challenges of building a successful advisory business. So, you’ve got your wish! In this episode, Alan Moore joins me to talk about my career journey from college to financial services, why I split my time in the advisory firm between writing and speaking, and why I spend so much time advocating for smaller advisory firms despite switching to a much larger RIA myself. We also talk about all of the different ways that a career journey can unfold, and I’m taking you behind the scenes of kitces.com—including how I manage my own time and schedule to stay focused on having the biggest possible positive impact on the advisory community. I'll also be answering your number one burning question: Do I actually sleep? For show notes and more visit: https://www.kitces.com/200
Released:
Oct 27, 2020
Format:
Podcast episode
Titles in the series (100)
Ep 013: Succeeding As A Serial Financial Advisor Entrepreneur Serving Ultra-HNW Clients With Steve Lockshin: This week’s guest is Steve Lockshin, the founder of AdvicePeriod, known for its contemporary approach to financial planning and technology. by Financial Advisor Success