Author: Michael Kitces
Source
Welcome everyone! Welcome to the 431st episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Nick Rodkin. Nick is the managing partner of Stoic Financial, an LPL-affiliated advisory firm based in Boynton Beach, Florida, that oversees $107 million in assets under management for 70 client households. What’s unique about Nick, though,Read More…
The post #FASuccess Ep 431: Navigating Couples With Money Conflicts By Developing A New Toolset Of Questions To Ask, With Nick Rodkin first appeared on Kitces.com.