January 07, 2014- "4 Tips To Better Structure Your Financial Advisory Firm For Gen X Clients", Nerd's Eye View
See full article here: http://www.kitces.com/blog/4-tips-to-better-structure-your-financial-advisory-firm-for-gen-x-clients/
Media / Press
January 07, 2014 - "4 Tips To Better Structure Your Financial Advisory Firm For Gen X Clients", Nerd's Eye View
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January 12, 2014 - "10 tips for making the perfect pitch", USA Today
January 07, 2014
December 31, 2013 - "Financial Advisers Set Goals for New Year", The Wall Street Journal