Remove Concentration Remove Problem Solving Remove Profit and Loss Remove Risk Management
article thumbnail

Using Detailed Meeting Checklists to Drive Referral Growth

CFO News Room

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. ” Matthew: It’s very risk management based. Author: Michael Kitces. Team Kitces. You’re obtaining clients. I thrive from.

Planning 130