2024 TPR LIVE
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THIS WEEK’S PODCAST
How Are You Accountable When You Make a Client Mistake?
Handling mistakes and transparency with clients. ...
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Listen to the Show that
is Disrupting The Financial Services Industry
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What Works Wednesday with Guest Michael Henley
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EVERYONE Charges A Premium Fee [Episode 161]
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Follow Up Friday – Kitces Office Hours Teaser
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What Works Wednesday with Guest Benjamin Brandt
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Kitces Office Hours Teaser [Episode 160]
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Follow Up Friday – Discount Fee – Then Discount Advisor!
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What Works Wednesday with Guest Dustin Frost
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Discount Fee – Then Discount Advisor! [Episode 159]
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Follow Up Friday – Roth Conversions
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