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

The Success Trap Of Boutique Practices And Building With Intentionality: Kitces & Carl Ep 144

Kitces and Carl - Real Talk for Real Financial Advisors

00:00

Navigating Intentional Business Design

This chapter delves into the importance of intentionality in both personal and business growth, highlighting the need to design businesses that reflect true self and desires. It categorizes advisory firms into lifestyle firms, enterprise builders, and boutique practices, discussing the trade-offs each type faces in achieving success. The conversation emphasizes aligning personal values with professional goals while considering the challenges of growth and work-life balance.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app