In the initial stages of their careers, many financial advicers find that, with little revenue coming in and less than a full load of client-facing work to do, they spend the majority of their time on operations and marketing as they try to establish their practice. As a result, an advicer often has the capacity to say "yes" to anyRead More... The post Kitces & Carl Ep 138: Crafting Your Own Stop-Doing List To Create Capacity For What Really Matters first appeared on Kitces.com.

View Entire Post