Author: Michael Kitces
Source
Welcome everyone! Welcome to the 379th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Hans Blake. Hans is the founder of Intelligent Investing, an RIA based in Greenville, South Carolina, that oversees $50M in assets under management for 40 client households. What’s unique about Hans, though, is how through aRead More…
The post #FA Success Ep 379: Creating A Client Deliverable That Focuses On Behavior Over Returns With Custom Intelligrations, With Hans Blake first appeared on Kitces.com.