Beyond Your Hammock’s Eric Roberge describes his marketing strategy to Michael Kitces. Roberge abandoned the standard approach of neutral statements and technical articles for a more personal and authentic style.
Yeske Buie CEO Elissa Buie describes to Michael Kitces how the firm landed on a financial planning resident program to leverage next-generation talent.
Matthew Blocki tells Michael Kitces how he transitioned his practice from more than 100 transactional insurance clients a year to focusing now on his 15 affluent clients.
The biggest worry among ultra-high-net-worth families is not how to maximize investment returns, but rather how to ensure their children don't grow up to feel entitled or otherwise adversely impacted by family wealth, IPI’s Charlotte Beyer told...
Partnership Resource Co-founder Tanya Rapacz walks Michael Kitces through the ups and downs of a successful partnership, as well as how to write a ”Partnership Constitution“ that formally spells out for all partners how decisions will be made...
