Josh Patrick
Michael Kitces' #FASuccess Podcast: Forming A Specialized Advice Process To Add Real Value In Serving Small Business Owners. with Josh Patrick
Mar 22, 2019
Josh has leveraged his experiences as a small business owner to give him a unique perspective while transitioning into financial planning as a second career.
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How to Develop Elite Talent as a Financial Advisor
Mar 20, 2019
Practice—and ambition—makes perfect.
Harold Evensky
Michael Kitces' #FASuccess Podcast: Reliving the Early Days of Independence with Harold Evensky
Mar 19, 2019
Harold Evensky wrote the book on holistic goals-based wealth management in 1997.
busy office
Compliance—Not Cost—Is Most Important to Planning Back Office
Mar 15, 2019
Six in 10 advisors maintain their back office in-house, according to a new survey by FTJ FundChoice.
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How Smart Are You About Tax Credits?
Mar 15, 2019
The Tax Cuts and Jobs Act introduced new rules that dramatically shuffle the tax landscape. How informed are you about them?
fragile box
Delicately Handling Family Loans and Gifts
Mar 15, 2019
The devil is in the details when clients help out relatives.
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The New Family Business Ownership Model
Mar 15, 2019
A new way of looking at ownership to assist advisors working with family businesses.
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