Financial Advisor Success

By Michael Kitces

The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Subscribe to the show, and get even more at the leading industry blog Nerd’s Eye View at www.Kitces.com.

  1. 1.
    Ep 247: Systematizing How To 'Deliver Massive Value' To Charge What You're Really Worth with Matthew Jarvis
    1:42:32
  2. 2.
    Ep 246: Finding The Right (Valuation) Formula To Give Everyone Buy-In For An Employee-Owned Advisory Firm with Jessica Hovis Smith
    1:30:01
  3. 3.
    Ep 245: Leveraging The Entrepreneurial Operating System (EOS) To Scale An Ensemble Practice with John Kennedy
    1:29:28
  4. 4.
    Ep 244: Taking A 'Financial Gym' Approach To Financial Coaching For Next-Generation Clients with Shannon McLay
    1:29:58
  5. 5.
    Ep 243: Scaling $1B Of Organic Growth In Under 5 Years With Targeted Multi-Niche Online Education with James Bogart
    1:40:00
  6. 6.
    Ep 242: Navigating A Family Succession Plan As The Successor To Build Your Own Future Vision with Charlotte Geletka
    1:28:27
  7. 7.
    Ep 241: Scripting A "Values-Based Financial Planning" Business Development Process with Bill Bachrach
    1:49:55
  8. 8.
    Ep 240: Driving Client Growth By Communicating Solutions In Practical Terms with Tom Gau
    1:36:33
  1. 9.
    Ep 239: Creating Advisor Value By Helping Clients With Complexity Regardless Of Assets with Ryan Frailich
    1:29:58
  2. 10.
    Ep 238: Breaking Away To Independence For Freedom To Serve Clients The Way You Want with Margaret Dechant
    1:21:03
  3. 11.
    Ep 237: From Client Services Associate To President And Partner By Building Systems And Culture with Brittany Anderson
    1:30:00
  4. 12.
    Ep 236: Crafting A Comfortable Sales Process Focused On Relationships And Relevance with Shauna Mace
    1:29:57
  5. 13.
    Ep 235: Aligning Your Advisory Firm With Your Own (Progressive) Values with Georgia Lee Hussey
    1:29:57
  6. 14.
    Ep 234: Charging Advice Fees To Help Clients Change Their Money Script with Yohance Harrison
    1:44:30
  7. 15.
    Ep 233: Maximizing Your Productivity By Leveraging Your Time Not Your Technology with Patty Kreamer
    1:29:46
  8. 16.
    Ep 232: Turning Your Personal Passion (For Financial Literacy) Into A Personal Brand with Jamie Bosse
    1:29:59
  9. 17.
    Ep 231: From CPA Lifestyle Practice To Billion Dollar Multi-Generational RIA Enterprise with Michael Goodman
    1:29:47
  10. 18.
    Ep 230: Showing Financial Planning Value As An AUM Advisor By Focusing The Conversation with Dan Moisand
    1:29:53
  11. 19.
    Ep 229: Navigating The Evolution Of Financial Planning Over 50 Years Of Building with Alexandra Armstrong
    1:29:42
  12. 20.
    Ep 228: Accelerating Growth By Paying To Outsource Prospecting And Lead Generation with Jeremy Keil
    1:30:41
  13. 21.
    Ep 227: Achieving Financial Security By Serving 50 Great Clients In Your (LGBTQ) Community with Leighann Miko
    1:29:56
  14. 22.
    Ep 226: Building CPA Alliances To Reach A More Affluent Clientele To Serve with Paul Saganey
    1:29:57
  15. 23.
    Ep 225: Generating A Positive Marketing ROI With Direct Mail Seminar Events with Matt Gulbransen
    1:29:53
  16. 24.
    Ep 224: Crafting A 5-Step Process To Add Value As A "Thinking Partner" for Clients with Amy Mullen
    1:29:18
  17. 25.
    Ep 223: Finding Success In Succession By Building Towards The Successor's Vision with Marianela Collado
    1:30:00
  18. 26.
    Ep 222: Scaling Growth By Separating Prospecting And Leadership From Client Advice with Jonathan Kuttin
    1:29:59
  19. 27.
    Ep 221: Earning More Client Referrals By Cultivating Community Through Client Events with Miye Wire
    1:29:58
  20. 28.
    Ep 220: Taking A Tech Startup Approach To Building And Pivoting Your Advisory Firm with Shane Mason
    1:30:48
  21. 29.
    Ep 219: Serving Families Of Multi-Generational Wealth By Tackling The Personal Problems That Money Exacerbates with Coventry Edwards-Pitt
    1:33:03
  22. 30.
    Ep 218: Jumpstarting Growth By Getting Paid To Market Your Own Expertise with Maura Griffin
    1:28:33
  23. 31.
    Ep 217: Creating Value For Next-Generation Clients By Focusing On Actions Over Projections with Sophia Bera
    1:34:46
  24. 32.
    Ep 216: The Financial Advisor As Curator And Redefining The Value Of Financial Expertise with Jason Zweig
    1:39:07
  25. 33.
    Ep 215: Tracking The Client's (Non-Portfolio) Results To Price Your Financial Planning Retainer Fee with Shawn Tydlaska
    1:42:02
  26. 34.
    Ep 214: Building A Premium Advice Service By Niching With Ultra-High Net Worth Divorcees with Olivia Summerhill
    1:48:37
  27. 35.
    Ep 213: A Policy-Based Financial Planning Approach To Advising Clients Through Uncertainty with Dave Yeske
    1:46:07
  28. 36.
    Ep 212: The Professional Paraplanner As (Virtual) Support And A Career Path Unto Itself with Alex Hopkin
    1:36:20
  29. 37.
    Ep 211: How A Clear Marketing Focus Can Make The Sales Process Easier with Kristin Harad
    1:42:59
  30. 38.
    Ep 210: Growing Your Client Base By Making Advice The "Product" And Quantifying Its Value with Sten Morgan
    1:48:33
  31. 39.
    Ep 209: Launching Your Own (Niche) Practice As A Pathway To Becoming A Partner In A Larger Advisory Firm with Forrest Baumhover
    1:41:57
  32. 40.
    Ep 208: Offering In-House Tax Preparation To Supplement Revenue And Enhance Client Retention with Debbie Freeman
    1:51:51
  33. 41.
    Ep 207: Building A High-Touch Practice Starting From Scratch Straight Out Of School with Lindsay Elwood-Goetz
    1:43:01
  34. 42.
    Ep 206: (Re-)Building The Practice You Want After Your Former Firm Tries To Stop You From Breaking Away with Drew Stotler
    1:42:12
  35. 43.
    Ep 205: Differentiating From The Crowd By Pursuing A Specialized Clientele Of Cross-Border (Swiss) Expatriates with Marina Hernández
    1:48:22
  36. 44.
    Ep 204: Being Able To Just Focus On Clients By Choosing To Be An Employee Advisor At A Growing Firm with Blair DuQuesnay
    1:36:10
  37. 45.
    Ep 203: Adapting Financial Advisor Marketing To The Pandemic By Sticking With What (Virtually) Works with Maribeth Kuzmeski
    1:47:39
  38. 46.
    Ep 202: Improving Client Follow-Thru On Advice By Scaling A Quick-Touch Monthly Meeting Model with Pam Capalad
    1:45:29
  39. 47.
    Ep 201: Building A Scalable Advisor Marketing Engine That Eliminates Reliance On Rainmakers Or Referrals with John Wernz
    1:45:09
  40. 48.
    Ep 200: Scaling A Successful Business Beyond Yourself By Constantly Reinventing Your Role with Michael Kitces
    1:42:42
  41. 49.
    Ep 199: The Barbell Approach To Building A High-Income And Broad-Reach Lifestyle Practice with Morgen Rochard
    1:52:27
  42. 50.
    Ep 198: How The Creator Of The 4 Percent Rule Applied It For His Clients And His Own Retirement with Bill Bengen
    1:22:22

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