Financial-Planning.com
INVESTED IN ADVISORS / MARCH 2013
GLENN KAUTT
Extreme
Performance
p. 27
HIGH NET WORTH
New Approach
For Trusts
p. 33
CLIENT
Dumping
Gun Stocks?
p. 65
2023 Is this man the advisor of the future? And should your practice be more like his?
PLANNING
“We would be fools to think
that 10 years from now our
model is still going to work,”
says Brandon Moss, managing
director of United Capital’s
Dallas-area operations.
“It has to evolve.”