Unfiltered: Duran + Kitces
Podcast af United Capital
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Læs mere Unfiltered: Duran + Kitces
In a series of candid, unscripted conversations, Goldman Sachs Personal Financial Management Managing Director, Joe Duran, and financial planner/industry influencer Michael Kitces share their unfiltered takes on issues in the RIA landscape.
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2 episoder
Welcome to United Capital Unfiltered with Duran and Kitces. We'll explore innovative ideas in financial services that enable advisors to grow their practices and help clients address the challenges impacting their financial lives. On this episode, Joe Duran, Founder and CEO of United Capital, and Michael Kitces, financial planner and industry thought-leader, answer the question: "Are you the bottleneck in your business?" They'll discuss the difficulties many advisors face as leaders while their firms evolve from startups to successful enterprises.
Unfiltered: Duran + Kitces | Episode 1: The Innovation & Success Paradox by United Capital
Bedømt til 4,7 stjerner i App Store
Begrænset tilbud
1 måned kun 9 kr.
Derefter 99 kr. / månedIngen binding.
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