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Jul 14
1h 29m

Ep 498: Hiring A COO And Creating Partne...

MICHAEL KITCES
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Jul 7
Ep 497: Growing From Solo To Siloed Partnership To A $3.3B Enterprise Ensemble (Without Taking Outside Capital) with Shane Morrow
Evolving a financial advisory practice is less about individual client ownership and more about aligning multiple practices under a unified corporate mission. Today's guest pulls back the curtain on the operational, cultural, and logistical realities of transforming a decentraliz ... Show More
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Jun 30
Ep 496: Lessons Learned From Building A $60B Advisory Enterprise with Shannon Eusey
Scaling a financial advisory firm from a startup with no clients into a national enterprise managing tens of billions of dollars: Today's guest offers practical insights into scaling, whether you're building an advisory firm or leading a growing organization, without losing sight ... Show More
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Jun 23
Ep 495: Scaling To $3.5M Of (Flat-Fee) Revenue by Leaning into A Unique Retirement Income Approach with Bradley Clark
What does it take to build a successful advisory firm using a flat-fee model instead of charging based on assets under management? And how can advisors scale effectively while still delivering highly personalized retirement income planning and maintaining strong client relationsh ... Show More
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