Unfiltered: Duran + Kitces

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In a series of candid, unscripted conversations, Goldman Sachs Personal Financial Management Managing Director, Joe Duran, and financial planner/industry influencer Michael Kitces share their unfiltered takes on issues in the RIA landscape.

United Capital


    • Apr 23, 2019 LATEST EPISODE
    • infrequent NEW EPISODES
    • 33m AVG DURATION
    • 2 EPISODES


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    Latest episodes from Unfiltered: Duran + Kitces

    Unfiltered: Duran + Kitces | Episode 2: Are You the Bottleneck in Your Business?

    Play Episode Listen Later Apr 23, 2019 34:00


    Welcome 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.

    Unfiltered: Duran + Kitces | Episode 1: The Innovation & Success Paradox

    Play Episode Listen Later Mar 13, 2019 32:02


    Unfiltered: Duran + Kitces | Episode 1: The Innovation & Success Paradox by United Capital

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