2min chapter

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

What Does It Really Mean To Be A Lead Advisor?: Kitces & Carl Ep 113

Kitces and Carl - Real Talk for Real Financial Advisors

CHAPTER

The Importance of Being a Leader

There is a level of I think there's a level there are people who will be happy as paraplanters for their whole career. And and we need to celebrate that and be like, that's okay. It doesn't make you bad. One of the first thing I think of is responsibility. The first thing Ithink of is weight. There's like this implied rite of passage now. We are a lead advisor when the client cried. What does it mean to be a leader?

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