Kitces and Carl - Real Talk for Real Financial Advisors Sustaining A Profitable Advisory Business That Allows You To Explore New Endeavors: Kitces & Carl Ep 117
Jul 27, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11
Introduction
00:00 • 2min
How to Grow Your Business Down Market and Serve Other Broad Bases
02:11 • 5min
How to Stop Doing Client Facing Activities
07:04 • 2min
The Problems With Hiring a Business Development Advisor
09:01 • 2min
The Future of the Financial Advisor Industry
10:53 • 4min
The Importance of Intentionality in Advisory Firms
15:14 • 3min
The Importance of Hiring the Right People
18:28 • 3min
The Importance of Profit Growth
21:04 • 5min
The Challenges of Running a Passive Business
25:41 • 3min
How to Be a Successful Professional Services Firm
28:37 • 2min
How to Sustain a Business for 10 Years
30:10 • 2min