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Tag Archives: podcast

Episode 1: Charles Paikert on Outsourcing

"...For Advisors"By David PoulosSeptember 23, 2019

“ . . . growth is the keyword these days. You need to grow. Everybody wants to grow. The question is how to grow. So, I think it’s primarily a combination of best practices and scale. And they go hand in hand.”        – Charles Paikert, Senior Editor, Financial Planning Charles Paikert is…

Episode 0: …For Advisors Introduction

"...For Advisors"By David PoulosSeptember 20, 2019

Welcome to “ . . . For Advisors”, the podcast for and about financial advisors. “…For Advisors” will be covering a wide range of practice management and advisory topics to help you, the smaller financial advisor, better manage and grow your practice.

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