Unfiltered: Duran + Kitces: ‘Are You the Bottleneck in Your Enterprise?’

Within the second installment of this new podcast collection, Michael Kitces, monetary planner and creator of the Nerd’s Eye View weblog, and Joe Duran, CEO of United Capital Monetary Advisers, have a candid dialog about how advisors may be profitable enterprise leaders.

When an advisor turns into the proprietor of an advisory enterprise, that individual’s job turns into much less about working with purchasers, and extra about main a enterprise. That requires a very completely different skillset, Duran says.

RELATED: Hearken to Episode 1: 'The Innovation and Success Paradox' 

On this episode, Duran and Kitces stroll listeners by what these expertise are, and the way advisors may be higher enterprise leaders at their corporations.

A serious drawback, Duran says, is that homeowners spend an excessive amount of time centered on the apply, not on shaping themselves as leaders.

“They spend nearly no time engaged on themselves, and they're often the most important constraint towards future development,” he mentioned.

Browse extra episodes on this podcast collection. ...