Unfiltered: Duran + Kitces

Unfiltered: Duran + Kitces

Podcast door United Capital

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Over 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 afleveringen
episode Unfiltered: Duran + Kitces | Episode 2: Are You the Bottleneck in Your Business? artwork
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 apr 2019 - 34 min
episode Unfiltered: Duran + Kitces | Episode 1: The Innovation & Success Paradox artwork
Unfiltered: Duran + Kitces | Episode 1: The Innovation & Success Paradox

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

13 mrt 2019 - 32 min
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Rated 4.7 in the App Store

Tijdelijke aanbieding

3 maanden voor € 1,00

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