Podcast: Financial Advisor Success with Michael Kitces Ep 414: Narrowing Down the Focus to Byte-Sized Planning for Tech Employees
Eric Franklin
Dec 3, 2024
Michael Kitces is the most recognizable advisor in the world (the GOAT). I was more than stoked to spend 2 hours talking to him (edited down to 90 minutes) about Prospero Wealth and what makes us so unique in the advisory space. While the target listeners of his podcast are advisors, not clients, the shop-talk is useful for clients trying to understand the differences between how we operate versus other firms.
(There is also a transcript and article over here if that's easier for you.)
Michael Kitces is the most recognizable advisor in the world (the GOAT). I was more than stoked to spend 2 hours talking to him (edited down to 90 minutes) about Prospero Wealth and what makes us so unique in the advisory space. While the target listeners of his podcast are advisors, not clients, the shop-talk is useful for clients trying to understand the differences between how we operate versus other firms.
(There is also a transcript and article over here if that's easier for you.)
Michael Kitces is the most recognizable advisor in the world (the GOAT). I was more than stoked to spend 2 hours talking to him (edited down to 90 minutes) about Prospero Wealth and what makes us so unique in the advisory space. While the target listeners of his podcast are advisors, not clients, the shop-talk is useful for clients trying to understand the differences between how we operate versus other firms.
(There is also a transcript and article over here if that's easier for you.)
7724 35th Ave NE #15170
Seattle, WA 98115-9955
(971) 716-1991
hello@prosperowealth.com
Prospero Wealth, LLC (“PW”) is a registered investment advisor offering advisory services in the States of Washington, Oregon, and California and in other jurisdictions where exempted. We are conditionally registered in Texas.
© Prospero Wealth 2024. All rights reserved.
7724 35th Ave NE #15170
Seattle, WA 98115-9955
(971) 716-1991
hello@prosperowealth.com
Prospero Wealth, LLC (“PW”) is a registered investment advisor offering advisory services in the States of Washington, Oregon, and California and in other jurisdictions where exempted. We are conditionally registered in Texas.
© Prospero Wealth 2024. All rights reserved.
7724 35th Ave NE #15170
Seattle, WA 98115-9955
(971) 716-1991
hello@prosperowealth.com
Prospero Wealth, LLC (“PW”) is a registered investment advisor offering advisory services in the states of Washington, Oregon, California, and in other jurisdictions where exempted.
© Prospero Wealth 2024. All rights reserved.