Sinopsis
In a series of candid, unscripted conversations, United Capital Founder and CEO Joe Duran and financial planner/industry influencer Michael Kitces share their unfiltered takes on issues in the RIA landscape.
Episodios
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![Unfiltered: Duran + Kitces | Episode 2: Are You the Bottleneck in Your Business?]()
Unfiltered: Duran + Kitces | Episode 2: Are You the Bottleneck in Your Business?
23/04/2019 Duración: 34minWelcome to United Capital Unfiltered with Duran and Kitces. We'll explore innovative ideas in financial services that enable advisors to grow their practices and help clients address the challenges impacting their financial lives. On this episode, Joe Duran, Founder and CEO of United Capital, and Michael Kitces, financial planner and industry thought-leader, answer the question: "Are you the bottleneck in your business?" They'll discuss the difficulties many advisors face as leaders while their firms evolve from startups to successful enterprises.
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![Unfiltered: Duran + Kitces | Episode 1: The Innovation Success Paradox]()
Unfiltered: Duran + Kitces | Episode 1: The Innovation & Success Paradox
13/03/2019 Duración: 32minUnfiltered: Duran + Kitces | Episode 1: The Innovation & Success Paradox by United Capital
