Financial Advisor Success
Michael KitcesThe 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. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a ... more
| Publishes | Weekly | Episodes | 433 | Founded | 8 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | Business NewsEntrepreneurshipNewsBusiness | |||
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Latest Episodes
Cameron Passmore is the CEO of PWL Capital, a wealth management firm based out of Ottawa, Canada, that oversees just over $5 billion Canadian dollars (or approximately $3.5 billion U.S. dollars) in assets under management for 2,400 client households.... more
Seth Scott is the founder of Heartwood Financial Planning, an advisory firm in Fresno, California that manages $100 million in assets for 850 client households. What makes Seth’s approach unique is his development of an “input deliverable” that simpl... more
Nick Rodkin is the managing partner of Stoic Financial, an LPL-affiliated advisory firm based in Florida that oversees $107 million in assets under management for 70 client households. What’s unique about Nick is that after nearly 15 years as a finan... more
AJ Ayers is the co-founder of Brooklyn Fi, an RIA based in Brooklyn—but operating as a fully remote business—that oversees $370 million in assets under management for more than 400 client households. What’s unique about AJ is how she and her business... more
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Reviews
- A little too niche sometimes?
Lately, some of the topics seem like: “She built her business by serving only people with blue hair that inherited a string of dry cleaners who specialize in cleaning drapes only.”
She has one client and 100million AUM. :)
Apple Podcasts4maybdihjlz
United States7 months ago - Amazing content bad audio quality
I will re-review to 5 stars when Dan invests in a higher quality microphone and reduces echo in the room because the audio quality is brutal
Apple Podcasts3Rowan H 13
Canadaa year ago - If you’re an FA and not subscribed, you’re doing it wrong
Best podcast around for financial advisors
Apple Podcasts5StotsTotsUnited Statesa year ago - Yet another virtue signaler….
Balls deep into DEI silliness. Conferences are now populated by speakers that check race and sex boxes rather than the best, most knowledgeable candidates. Evidently the belief with these racists is that blacks can’t compete without his benevolence.
Apple Podcasts1Loser haterUnited Statesa year ago - An Industry Essential
Anyone who is serious about practice management or providing more value for clients listens to the man, the myth, the legend.
Apple Podcasts5Taylor Demars, CFP®, MBAUnited Statesa year ago
Listeners Say
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Apple Podcasts | #24 | United States/News/Business News |
Apple Podcasts | #25 | Canada/News/Business News |
Apple Podcasts | #147 |  United Kingdom/News/Business News |
Apple Podcasts | #25 |  Australia/News/Business News |
Apple Podcasts | #147 |  Italy/News/Business News |
Apple Podcasts | #208 |  Germany/News/Business News |
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Frequently Asked Questions About Financial Advisor Success
What is Financial Advisor Success about and what kind of topics does it cover?
Focused on providing insights and strategies for financial advisors, this collection of discussions showcases stories from successful advisors and industry experts. Episodes cover various aspects of running a financial advisory firm, including client management, operational efficiency, team dynamics, and innovative practices in financial planning. Through authentic conversations, listeners gain valuable advice on overcoming challenges, enhancing service offerings, and achieving growth in their advisory businesses. The unique format appeals to both new and seasoned financial professionals, fostering a community of learning and development.
Where can I find podcast stats for Financial Advisor Success?
Rephonic provides a wide range of podcast stats for Financial Advisor Success. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to Financial Advisor Success and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.
How many listeners does Financial Advisor Success get?
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What are the audience demographics for Financial Advisor Success?
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How many subscribers and views does Financial Advisor Success have?
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Which podcasts are similar to Financial Advisor Success?
These podcasts share a similar audience with Financial Advisor Success:
1. Kitces and Carl - Real Talk for Real Financial Advisors
2. The Perfect RIA
3. The Efficient Advisor: Tactical Business Advice for Financial Planners
4. Barron's Advisor
5. Animal Spirits Podcast
How many episodes of Financial Advisor Success are there?
Financial Advisor Success launched 8 years ago and published 433 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
How do I contact Financial Advisor Success?
Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.
Where can I see ratings and reviews for Financial Advisor Success?
Rephonic pulls ratings and reviews for Financial Advisor Success from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.
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How do I access podcast episode transcripts for Financial Advisor Success?
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What guests have appeared on Financial Advisor Success?
Recent guests on Financial Advisor Success include:
1. Seth Scott
2. Nick Rodkin
3. Ali Nasser
4. Sten Morgan
5. Jennifer des Groseilliers
6. Sebastian Guerra
7. Cristina Livadary
8. Kay Lynn Mayhue
To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.