I had a great time a few weeks ago chatting with industry superstar Michael Kitces on his “Financial Advisor Success” podcast. This is a little inside baseball as his audience is generally other financial professionals, but if you want to hear what I really think about this business, I didn’t hold back too much here.
#FASuccess Ep 094: Crafting Your Optimal Solo Practice By Simply Charging What You’re Worth With James Osborne
Bason Asset Management 