THIS WEEK’S PODCASTEncore episode – How Did I Lose $50,000 This Month!?!
How to talk to clients whose accounts go down in value. ...Read More
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is Disrupting The Financial Services Industry
Follow Up Friday – EVERYONE Charges A Premium Fee
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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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Discount Fee – Then Discount Advisor! [Episode 159]
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Follow Up Friday – Roth Conversions
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