ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "Getting Started"
Episode Synopsis
Join Jason and his guests Mitchell and Garrett as they discuss buying a block of investment business, and getting clients used to hearing retirement advice from a young advisor.
Remember to subscribe and and earn your continue education credits at bccquiz.online!
Supplementary Materials:
How To Structure Your Earn Out (Without Getting Burned)
Serving Clients Through Needs-Based Sales Practices
Projection-Free Financial Planning To Avoid A False Sense Of Precision
Projection Assumption Guidelines
Client Name and Nominee Name Accounts
Kitces and Carl Podcast
Remember to subscribe and and earn your continue education credits at bccquiz.online!
Supplementary Materials:
How To Structure Your Earn Out (Without Getting Burned)
Serving Clients Through Needs-Based Sales Practices
Projection-Free Financial Planning To Avoid A False Sense Of Precision
Projection Assumption Guidelines
Client Name and Nominee Name Accounts
Kitces and Carl Podcast
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