Michael Kitces

Financial Advisor Success

Explore inspiring stories and expert advice from top financial advisors, offering practical tips and motivation for both new and seasoned professionals to thrive.

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Ep 441: What It Really Takes To Implement And Scale Compliance As An Independent RIA Grows with Leila Shaver

E441 • 90 mins • Jun 10, 2025

Recent Episodes

Jun 10, 2025

Ep 441: What It Really Takes To Implement And Scale Compliance As An Independent RIA Grows with Leila Shaver

E441 • 90 mins

Jun 3, 2025

Ep 440: Making Client Meetings More Consistent Across Multiple Advisors By Utilizing A “Money Personality” Assessment with Nina Hajjar

E440 • 90 mins

May 27, 2025

Ep 439: Scaling Financial Planning With Monday.com As A Project Management Hub In Lieu Of Wealthbox CRM with Alvin Carlos

E439 • 90 mins

May 20, 2025

Ep 438: Boosting Client Retention And Satisfaction By Asking Better Questions As Your Authentic Self with Nikki Savage

E438 • 90 mins

May 13, 2025

Ep 437: Becoming An IRA Expert To Differentiate By Charging The Highest Fee Instead Of The Lowest with Ed Slott

E437 • 90 mins

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