Joe Duran in his home in Newport Beach Calif
Michael Kitces’ #FASuccess Podcast: Talking Financial Life Management With Joe Duran
Nov 27, 2018
The primary focus of Joe Duran’s United Capital is to help clients live richly, not die richly.
collegecosts.jpg
The Dangers of Saving for College Instead of Retirement
Nov 27, 2018
Parents need to focus on their own goals first.
advisor phone
"Text Me," Embracing A Most Popular Form Of Communication
Nov 26, 2018
The financial advice industry’s slow, steady crawl toward texting and why
Mojo coffee
Lessons a New Kestra Executive Brought From the Coffee Business
Nov 22, 2018
Mojo Coffee can’t do things Starbucks can. But there are ways it can still compete. Therein lies a lesson for financial advisors, says a new Kestra executive.
businessman books
Ten Best Business Books of 2018 for Financial Advisors
Nov 21, 2018
What did we look for in selecting the 10 best business books of 2018? Insights, best practices and innovations relevant to financial advisors and their clients.
computer magnet leads
Nurturing Digital Leads 101 for Financial Advisors
Nov 21, 2018
Each interaction should help educate your lead and inch them closer and closer towards working with you.
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