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Unlock Growth By Serving The Underserved w/ Michael Kitces [164]

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Manage episode 417323950 series 3558245
Content provided by Elements Technology, Inc. and Reese Harper. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Elements Technology, Inc. and Reese Harper 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 this episode of Elementality Reese Harper is joined by Michael Kitces, Chief Financial Planning Nerd, and co-founder of XY Planning Network as they discuss trends in advisory firm growth.

Michael shares his personal journey and strategies for writing impactful content, growing a financial advisory practice, and exploring new service models like the subscription-based approach. Discover how serving underserved markets can lead to substantial business growth and why adapting to client needs is more crucial than ever.

  continue reading

189 episodes

Artwork
iconShare
 
Manage episode 417323950 series 3558245
Content provided by Elements Technology, Inc. and Reese Harper. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Elements Technology, Inc. and Reese Harper 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 this episode of Elementality Reese Harper is joined by Michael Kitces, Chief Financial Planning Nerd, and co-founder of XY Planning Network as they discuss trends in advisory firm growth.

Michael shares his personal journey and strategies for writing impactful content, growing a financial advisory practice, and exploring new service models like the subscription-based approach. Discover how serving underserved markets can lead to substantial business growth and why adapting to client needs is more crucial than ever.

  continue reading

189 episodes

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