6min chapter

Kitces and Carl - Real Talk for Real Financial Advisors cover image

The Success Trap Of Boutique Practices And Building With Intentionality: Kitces & Carl Ep 144

Kitces and Carl - Real Talk for Real Financial Advisors

CHAPTER

Balancing Growth and Lifestyle in Advisory Practices

This chapter features a humorous tale about a blue couch that has become a symbol among advisors during their gatherings. It shifts to a serious exploration of the complexities of managing a lucrative advisory practice while balancing profit margins, work hours, and growth potential.

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode