Nerd's Eye View Podcasticles
Nerd's Eye View Podcasticles
Podcast Description
Analyzing data on advisory teams and scaling advisory firms.
Podcast Insights
Content Themes
Focuses on optimizing advisory team dynamics, understanding the needs of high-net-worth clients, and strategies for advisors to differentiate themselves in the market, with episodes diving into team functionality, the complexities of advisory management, and the essentials of client-advisor alignment based on extensive research data.
Analyzing data on advisory teams and scaling advisory firms.
Michael Kitces and John Bowen, CEO and founder of CEG Worldwide and CEG Insights (formerly Spectrem Group), map out the four stages that entrepreneurs pass through as they grow and scale their business – and the new kinds of knowledge expertise that advisors need to develop to best help their business owner clients overcome obstacles along the way.
https://www.kitces.com/blog/business-owner-clients-stage-business-journey-ceg-elevate-group-insights/
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