Elementality for Financial Advisors | Elements Financial Vitals System™ cover image

Unlock Growth By Serving The Underserved w/ Michael Kitces [164]

Elementality for Financial Advisors | Elements Financial Vitals System™

CHAPTER

Evolution through Research, Tech, and Business Models in the Financial Advisory Field

Exploring the speaker's transition through different research areas and the evolution from writing about tech to focusing on practice management and business models in advisory firms.

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