Kitces & Carl Ep 150: When The Early Years’ Scarcity As A Financial Advisor Prevents You From Growing To The Next Level – Go Health Pro

Kitces & Carl Ep 150: When The Early Years’ Scarcity As A Financial Advisor Prevents You From Growing To The Next Level – Go Health Pro

For many years, the traditional career track for financial advisors has been an ‘eat what you kill’ model – where advisors must independently find, convert, and manage their own clients. As such, it isn’t uncommon for an advisor’s first few years to be characterized by long hours, high rejection rates, and low pay. For many, … Read more

Direct Indexing: Rising Funding Technique Amongst The Rich – Go Well being Professional

Direct Indexing: Rising Funding Technique Amongst The Rich – Go Well being Professional

One of many investing methods rising in recognition with the rich is Direct Indexing. Earlier than my consulting stint at a fintech startup in 2024, I had by no means actually heard of Direct Indexing. If I did, I doubtless assumed it merely meant straight investing in index funds, which many people already do. Nonetheless, … Read more

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