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

Preparing An Advisory Firm For The Risk Of A Market (And Revenue) Decline: Kitces & Carl Ep 147

Kitces and Carl - Real Talk for Real Financial Advisors

CHAPTER

Intro

This chapter emphasizes the critical role of maintaining a healthy profit margin, especially in times of market volatility. Through metaphorical weather patterns, it explores strategic planning and proactive measures for newer advisors to thrive amid industry growth.

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