Unfiltered: Duran + Kitces

Podcast de United Capital

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Acerca de 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.

Todos los episodios

2 episodios

Unfiltered: Duran + Kitces | Episode 2: Are You the Bottleneck in Your Business?

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.

23 abr 2019 - 34 min

Unfiltered: Duran + Kitces | Episode 1: The Innovation & Success Paradox

Unfiltered: Duran + Kitces | Episode 1: The Innovation & Success Paradox by United Capital

13 mar 2019 - 32 min

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Junior Cissé

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Junior Cissé

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