Kitces & Carl Ep 94: Is Being A Financial Planner A Service Business Or An Intellectual Property Business?
Nerd's Eye View
SEPTEMBER 8, 2022
For many financial advisors, the most valuable part of what they offer comes down to the financial advice that they give, whether it be the expert guidance they give to a certain niche or a unique point of view that presents unique insights to an individual client.
Let's personalize your content