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Unfiltered: Duran + Kitces
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Content provided by Goldman Sachs Personal Financial Management and United Capital. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Goldman Sachs Personal Financial Management and United Capital or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
In a series of candid, unscripted conversations, Goldman Sachs Personal Financial Management Managing Director, Joe Duran, and financial planner/industry influencer Michael Kitces share their unfiltered takes on issues in the RIA landscape.
…
continue reading
2 episodes
Mark all (un)played …
Manage series 2495245
Content provided by Goldman Sachs Personal Financial Management and United Capital. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Goldman Sachs Personal Financial Management and United Capital or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
In a series of candid, unscripted conversations, Goldman Sachs Personal Financial Management Managing Director, Joe Duran, and financial planner/industry influencer Michael Kitces share their unfiltered takes on issues in the RIA landscape.
…
continue reading
2 episodes
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Unfiltered: Duran + Kitces

1 Unfiltered: Duran + Kitces | Episode 2: Are You the Bottleneck in Your Business? 34:00
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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.…
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Unfiltered: Duran + Kitces

1 Unfiltered: Duran + Kitces | Episode 1: The Innovation & Success Paradox 32:02
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Unfiltered: Duran + Kitces | Episode 1: The Innovation & Success Paradox by United Capital
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