ThinkAdvisor Covers The Kitces Webinar On Scaling Advice
Recently we hosted Michael Kitces to deliver the webinar presentation, “Scaling Advice: From Financial Advisor to Financial Advicer.” ThinkAdvisor Reporter Jeff Berman covered the webinar in his article, “Kitces: 10 Questions To Ask When Building A Year-End Tax Planning Checklist.”…
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Podcast Interview and Checklist Recap
Recently, Michael Lecours was invited onto the Advisor Success Series Podcast hosted by Matt Shute of 3D Asset Management. Michael and Matt dug into several issues including: The frustration that led to Michael creating fpPathfinder The types of advisors that…
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