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

Best Ways To Boost Advisor Productivity: New Tech Efficiencies Vs Old Fee Increases: Kitces & Carl Ep 126

Kitces and Carl - Real Talk for Real Financial Advisors

CHAPTER

Introduction

Exploring different strategies to increase advisor productivity, including implementing new technology, rebuilding systems, and increasing planning fees.

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner