Ep #22: BONUS EPISODE – Alan and Kitces Unhinged (Mailbag Style!)

Continuing the monthly tradition, Kitces and I return to  answer your questions “mailbag style.” We pull your unanswered questions from our VIP community, emails and social media to bring you a fun and interesting take on your unanswered questions.

Today, we tackle your burning questions on the topics ranging from compliance and regulations of bringing in an investor or advisor to monthly retainers and how to sell to younger clients. You don’t want to miss this episode; we just may be answering the question that you’ve been dying to get an answer to.

Listen in below!

mailbagbanner

Listen to the Full Interview:

 

What You'll Learn From This Episode:

  • How to prove your expertise versus marketing to a niche.
  • The formula for getting experience in your chosen niche.
  • How to differentiate yourself from everyone else market segment.
  • Why your marketing should be repelling more people than bringing in.
  • How to sell financial planning to younger clients.
  • Why you should bare it all in the first meeting with potential clients.
  • The differences between a CPA/PFS and CFP certification.
  • How to tell whether it’s a "valley" or it's time call it quits on your firm.

Featured on the Show:

This Episode Is Sponsored by:

Subscribe-with-iTunes Subscribe-with-Stitcher

 

Ep #123: Building a Virtual Paraplanning Business - The Career of Alex Hopkin Ep #123: Building a Virtual Paraplanning Business - The Career of Alex Hopkin
Ep #114: How to Track Your Key Performance Indicators as You Start Your RIA with Shawn Tydlaska Ep #114: How to Track Your Key Performance Indicators as You Start Your RIA with Shawn Tydlaska
Ep #113: Building a Niche Practice in Rural Minnesota - The Career of Tony Madsen Ep #113: Building a Niche Practice in Rural Minnesota - The Career of Tony Madsen
Ep #112: Using Project Based Planning to Build Your Firm - The Career of Cristina Guglielmetti Ep #112: Using Project Based Planning to Build Your Firm - The Career of Cristina Guglielmetti
Ep #111: Starting a Firm at 29 with No Clients and Finding Success - The Career of Mike Solari Ep #111: Starting a Firm at 29 with No Clients and Finding Success - The Career of Mike Solari

Subscribe to Email Updates