May 24, 2017
Alan & Kitces Unhinged - Marketing vs. Prospecting, Service Models, and more!
It's been a while since we dug into our mailbag, so we're back with another Alan & Kitces Unhinged episode. On this edition: the differences between prospecting and marketing, varying service models, how to educate yourself on financial planning, and E&O insurance.
May 17, 2017
Ep #100: Previous Guests Share Their Tips for Finding Success - A Celebration of Episode 100
It's hard to believe we've already made it to episode 100, but here we are! We're so thrilled you've been with us this long, whether you've listened to every single episode or you only recently discovered the podcast. We're doing something a bit different for this episode to celebrate …
Episode No. 94 | April 05, 2017
Career changing from teacher to financial advisor - The career of Ryan Frailich
Usually when we talk to new advisors on the show, they're a couple of years into the process and have figured out the pacing of their practice. But today's guest, Ryan Frailich, is still right at the beginning of establishing his own firm, and has generously agreed to share the ups an …
