Unfiltered: Duran + Kitces

Informações:

Sinopse

In a series of candid, unscripted conversations, United Capital Founder and CEO Joe Duran and financial planner/industry influencer Michael Kitces share their unfiltered takes on issues in the RIA landscape.

Episódios

  • Unfiltered: Duran + Kitces | Episode 2: Are You the Bottleneck in Your Business?

    23/04/2019 Duração: 34min

    Welcome to United Capital Unfiltered with Duran and Kitces. We'll explore innovative ideas in financial services that enable advisors to grow their practices and help clients address the challenges impacting their financial lives. On this episode, Joe Duran, Founder and CEO of United Capital, and Michael Kitces, financial planner and industry thought-leader, answer the question: "Are you the bottleneck in your business?" They'll discuss the difficulties many advisors face as leaders while their firms evolve from startups to successful enterprises.

  • Unfiltered: Duran + Kitces | Episode 1: The Innovation & Success Paradox

    13/03/2019 Duração: 32min

    Unfiltered: Duran + Kitces | Episode 1: The Innovation & Success Paradox by United Capital