Whether you go all-in or target niches on a project basis, focusing your business is proven to bring in more assets.
OakTree Financial Planning’s Sunit Bhalla describes to Michael Kitces how he built his hyper-efficient solo practice.
Use old-fashioned role-playing to prepare for client meetings.
Jennifer Goldman explains to Michael Kitces why financial advisory firms need to formally adopt standardized processes and procedures if for no other reason than it allows firm leaders to take a vacation.