Kristopher Heck, Founding Partner of Tanager Wealth Management, shares insights on specializing in cross-border US-UK financial planning. He discusses navigating dual taxation for US citizens living abroad, firm growth strategies, and the importance of building a robust referral network. The podcast covers evaluating planners, evolving as a financial advisor, specializing in a narrow target market, and building a billion-dollar advisory firm while defining success and creating a lasting legacy in the business.
