1h 1m
Unlock Growth By Serving The Underserved w/ Michael Kitces [164] Elementality for Financial Advisors | Elements Financial Vitals System™
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- Investissement
In this episode of Elementality Reese Harper is joined by Michael Kitces, Chief Financial Planning Nerd, and co-founder of XY Planning Network as they discuss trends in advisory firm growth.
Michael shares his personal journey and strategies for writing impactful content, growing a financial advisory practice, and exploring new service models like the subscription-based approach. Discover how serving underserved markets can lead to substantial business growth and why adapting to client needs is more crucial than ever.
In this episode of Elementality Reese Harper is joined by Michael Kitces, Chief Financial Planning Nerd, and co-founder of XY Planning Network as they discuss trends in advisory firm growth.
Michael shares his personal journey and strategies for writing impactful content, growing a financial advisory practice, and exploring new service models like the subscription-based approach. Discover how serving underserved markets can lead to substantial business growth and why adapting to client needs is more crucial than ever.
1h 1m