4min chapter

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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

CHAPTER

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.

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