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

32:35

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Episode notes

Introduction

2min

How to Grow Your Business Down Market and Serve Other Broad Bases

5min

How to Stop Doing Client Facing Activities

2min

The Problems With Hiring a Business Development Advisor

2min

The Future of the Financial Advisor Industry

4min

The Importance of Intentionality in Advisory Firms

3min

The Importance of Hiring the Right People

3min

The Importance of Profit Growth

5min

The Challenges of Running a Passive Business

3min

10.

How to Be a Successful Professional Services Firm

2min

11.

How to Sustain a Business for 10 Years

2min

In our 117th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what it looks like when you're done growing the business.

For full show notes, see kitces.com and thesocietyofadvice.com.

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