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

Sustaining A Profitable Advisory Business That Allows You To Explore New Endeavors: Kitces & Carl Ep 117

Kitces and Carl - Real Talk for Real Financial Advisors

00:00

The Future of the Financial Advisor Industry

The only type of advisor who exists gets their own clients. If you can't get your own clients, you may as well leave the industry. You see more and more businesses that are separating business development from client service. And to me, there's this sort of premise in Stewart's framing here that if I'm not a business development person, I'm not going to be interested in any version of career growth or advancement.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app