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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 Importance of Intentionality in Advisory Firms

I've seen a lot of advisory firms that have done this with I'll say less intentionality than what Stewart is trying to do. But ending out at a similar point, which is just this presumption that like you can, you can leave your service advisors hanging out serving clients and that they're not going to be expecting new challenges. That's literally a declining income based declining asset of the business because you've you've made a decision to stop growing it.

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