We're changing things up a little bit this week on #XYPNRadio! Michael Kitces and I co-host this episode about the crisis of differentiation and the niche imperative.
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Some advisors build practices, and others build platforms. Jeff Rose has done both, and in this episode, we unpack exactly how.
Welcome to the inaugural episode of #XYPNRadio, the podcast dedicated to building a community of fee-only financial planners who are ready to make the dream of serving next-generation clients into a profitable and successful reality. We’re really excited to publish the show live for a …
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