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MichaelKitces
@MichaelKitces
1
One nerd’s perspective on the financial planning world… CFP, #LifelongLearner, Entrepreneur-In-Denial, Advisor #FinTech, & publisher of the Nerd’s Eye View blog
10
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Following
20:39
6 years ago
#OfficeHours
w/ @MichaelKitces - Could MoneyGuidePro Become Free As Envestnet Scales Its Insurance/Annuity Exchange?
21:11
6 years ago
#OfficeHours
w/ @MichaelKitces - When Is The "Right" Time To Launch As A(n Independent) Financial Advisor?
22:23
6 years ago
#OfficeHours
w/ @MichaelKitces - Finding The Best TAMP To Work With And The Right Questions To Ask?
14:23
6 years ago
#OfficeHours
w/ @MichaelKitces - Is It Better To Skip The CFP Exam And Get The ChFC First?
21:56
6 years ago
#OfficeHours
w/ @MichaelKitces - Setting A Proper Bonus Structure For (Non-Advisor) Employees Of Advisory Firms
20:33
6 years ago
#OfficeHours
w/ @MichaelKitces - (When) Will CFP Certification Ever Become A Licensing Requirement Like The CPA?
13:08
7 years ago
#OfficeHours
w/ @MichaelKitces - When A Client's Failing Retirement Plan Sometimes Isn't Really...
17:44
7 years ago
#OfficeHours
w/ @MichaelKitces - Handling The Up-And-Down Stress Of Being A Financial Advisor
20:04
7 years ago
#OfficeHours
w/ @MichaelKitces - Advisory Industry Trends & The Plight Of The Wholesaler
15:39
7 years ago
#OfficeHours
w/ @MichaelKitces - Why CFP Professionals Can't Just Say They're A CFP...
Ended 6 years ago
#OfficeHours w/ @MichaelKitces - Could MoneyGuidePro Become Free As Envestnet Scales Its Insurance/Annuity Exchange?
MichaelKitces
@MichaelKitces
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