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Bill Keen and Matt Wilson On How a Hyper-Local Niche Built a $1B RIA Organically

Steve Sanduski

Guests: Bill Keen, Founder and CEO, and Matt Wilson, Chief Investment Officer and President, of Keen Wealth Advisors , a billion-dollar-plus RIA in Overland Park, Kansas. Seminars don’t work. In a nutshell: Bill Keen named his book Keen on Retirement: Engineering the Second Half of Your Life. Webinars don’t work.’