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Artwork for Financial Advisor Success

Financial Advisor Success

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. 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

PublishesWeeklyEpisodes378Founded7 years ago
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EntrepreneurshipBusinessBusiness NewsNews

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Artwork for Financial Advisor Success

Latest Episodes

Michael Collins is the CEO and Founder of WinCap Financial, an RIA based out of Boston that oversees $80 million in assets under management for 70 client households. Since 2021, Michael has distinguished himself by growing his firm by over $10 millio... more

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3 days ago
YouTube

Meredith Moore is the Founder and CEO of Artisan Financial Strategies, a hybrid advisory firm based out of Georgia that oversees $77 million in assets under management for 120 client households. Despite facing a daunting diagnosis of a 7cm Glioblasto... more

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10 days ago
YouTube

Eric Simonson, Founder & CEO of Abundo Wealth, joins the show to share how his 'advice-only' RIA model revolutionized the financial planning landscape. Despite launching just four years ago, Abundo has soared to oversee $600M in assets for 420 client... more

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17 days ago
YouTube

Rob Schultz is the Senior Partner of NWF Advisory, a hybrid firm based out of Los Angeles, where he oversees nearly $500 million in assets under management for 200 households. Rob has uniquely developed a streamlined meeting process with a standardiz... more

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24 days ago
YouTube

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Reviews

4.7 out of 5 stars from 868 ratings
  • 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 Podcasts
    5
    Taylor Demars, CFP®, MBA
    United States13 days ago
  • The Goat

    Thank you Michael Kitces for consistently helping Financial Advisors strive to do better!

    Apple Podcasts
    5
    RegHess
    United States5 months ago
  • Consistently Delivering Excellence!

    The episode featuring Meg Bartelt was a masterclass in evolving and refining one's business strategy. Her candid insights and the journey of Flow Financial Planning provided invaluable takeaways. "Financial Advisor Success" never fails to impress with its in-depth discussions and expert guests. As a regular listener, I always look forward to the next episode. Kudos to the team for consistently delivering top-notch content!

    Apple Podcasts
    5
    I value the unique angle
    Austria6 months ago
  • Good content but podcast is way too long at 1.5hrs

    Who has the time to listen to a 1.5hr podcast??? Should keep it at 45mins; half the call is about advisor telling their entire life story. Should edit it to be more concise.

    Apple Podcasts
    3
    jslhello
    United States7 months ago
  • Great podcast

    Everything about this podcast has helped me start my RIA business. Ideology, technical prowess, relationship building, and any other tip that’s given by him or his guests are immeasurable to the success of my firm.

    Apple Podcasts
    5
    pyrowoods
    United States10 months ago

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Financial Advisor Success launched 7 years ago and published 378 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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