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Michael Kitces on Muck Rack

Michael Kitces

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As seen in: Financial Advisor Success, Kitces and Carl - Real Talk for Real Financial Advisors, Nerd's Eye View, Apple Podcasts, The Wall Street Journal, CNBC, MarketWatch, Morningstar, ThinkAdvisor, InvestmentNews, The Bond Buyer, Advisor Perspectives, Financial Advisor and
One nerd’s perspective on the financial planning world… CFP, #LifelongLearner, Entrepreneur-In-Denial, Advisor #FinTech, & publisher of the Nerd’s Eye View blog
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Articles

Using A “Pillow Test” To Make The Hard Business Decisions On The Way To $3.5B AUM: #FASuccess Ep 505 With Andrew Rosen

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By Michael Kitces
| Nerd's Eye View
Executive Summary Welcome everyone! Welcome to the 505th episode of the Financial Advisor Success Podcast! My guest on today's podcast is Andrew Rosen. Andrew is the executive chairman of Diversified, LLC, an RIA based in Wilmington, Delaware, that oversees approximately $3.6 billion in assets under management for 2,500 client households.
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Advyzon rolls out AI features

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By Ben Henry-Moreland, Michael Kitces
| InvestmentNews Verified
Every piece of technology was new at one point, and even the most widespread technology today was once only used by a small group of early adopters who saw its potential and were willing to try it out, live with the initial bugs as the software got improved, and take the risk that it might not last for the long term.
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Taking Your Growth To The Next Level By Building An Authentic Personal Brand: #FASuccess Ep 504 With Sheri Fitts

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By Michael Kitces
| Nerd's Eye View
Executive Summary Welcome everyone! Welcome to the 504th episode of the Financial Advisor Success Podcast! My guest on today's podcast is Sheri Fitts. Sheri is the founder of Sheri Fitts and Co., a marketing, event, and consulting business that works alongside financial advisors and firms. What's unique about Sheri, though, is how she helps financial advisors develop their personal brands to both stand out in the eyes of good-fit clients and to ensure their work is in sync with their values.
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