Unfiltered: Duran + Kitces

Podkast av United Capital

engelsk

Business

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Om 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

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. april 2019 - 34 min