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to place less emphasis on the partners’ personal efforts (i.e., chargeable hours) and to make partners primarily accountable for the net income per partner (or net income per partner hour) of each engagement.
David H. Maister • Managing The Professional Service Firm
We suggest checking out these books and blogs to help flush out your knowledge around financial planning for the next generation and the monthly retainer model: Nerd’s Eye View (https://www.kitces.com) XYPN’s Advisor Blog (http://www.xyplanningnetwork.com/ advisor/blog) Behavior Gap (http://www.behaviorgap.com) So You Want to Be a Financial Planner
... See moreAlan Moore, Michael Kitces • The Monthly Retainer Model in Financial Planning
money is universal credit and that its supply and value in a free market is a reflection of the reality of how much valuable work has been done and not redeemed.
Sacha Meyers • Bitcoin Is Venice: Essays on the Past and Future of Capitalism
But there’s only one way to stay wealthy: some combination of frugality and paranoia.
Morgan Housel • The Psychology of Money: Timeless lessons on wealth, greed, and happiness
Finance & Money Mindsets
Pablo Rodríguez • 3 cards
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