Joe Duran

Joe Duran, founder and CEO of United Capital, discusses his innovative approach to financial life management aimed at helping clients live richly. He shares insights on scaling advisory firms by prioritizing client intentions over traditional goals. Joe also highlights the importance of a company-centered culture for growth, the role of technology in client interactions, and the shift towards virtual engagement in finance. With a focus on values-driven planning, he emphasizes that true success lies in understanding clients’ deeper needs.