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 | 505 | Founded | 10 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | Business NewsBusinessEntrepreneurshipNews | |||
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Latest Episodes
How do you know you're making the right decision, especially when every option comes with trade-offs? Whether you're making career decisions or leading a growing advisory firm, today's guest offers practical lessons on building a business that aligns... more
What makes a financial advisor stand out? The answer isn't a better logo or tagline—it's building a personal brand that stands out in the eyes of good-fit clients and ensures their work is in sync with their values.
Sheri Fitts is a marketing strat... more
Whether you're looking to scale your advisory firm, improve your marketing strategy, or build a stronger brand presence, today's guest offers practical insights into how he has successfully done all that and more.
David Brooks is the founder of Re... more
Your client review meetings could become your firm's biggest competitive advantage. Today's guest shares how her advisory firm has refined a structured client review process over more than 25 years, creating a consistent meeting cadence that improves... more
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Recent Guests
Host
Reviews
- Legendary Show
Love this show. Some guests really fall flat as of late it seems like, but Michael is a legend in our industry and this show is one of the ways he’s gotten there.
Apple Podcasts5Business Johnson
United States7 months ago - JOY!
I really enJOY episode 457 with Larry Sprung… the human side of planning is really powerful to hear. And hearing how he turned loss into a clear plan about how he wanted to raise his children touched me. Thank you for sharing the human side.
Apple Podcasts5Shh Moms ReadingUnited Statesa year ago - Well worth a listen
Loving this podcast and Michael does a great job at interviewing his guests!
Apple Podcasts5Poppy@davedubeau
United Kingdoma year ago - 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 Podcasts4maybdihjlzUnited States2 years 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
Canada2 years ago
Listeners Say
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Chart Rankings
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Apple Podcasts | #17 | United States/News/Business News |
Apple Podcasts | #42 | Canada/News/Business News |
Apple Podcasts | #169 | United Kingdom/News/Business News |
Apple Podcasts | #97 |  Australia/News/Business News |
Apple Podcasts | #189 |  Italy/News/Business News |
Apple Podcasts | #209 |  Germany/News/Business News |
Talking Points
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Audience Metrics
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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?
This show centers on real-world growth, governance, and transformation within financial advisory firms, featuring owners, operators, and industry thought leaders who share practical lessons for scaling, succession, and modern practice management. Episodes frequently explore how to build culture, implement scalable systems, leverage technology, and structure partnerships or ownership across generations. Notable angles include pragmatism in governance, the role of leadership transitions, and strategies to deliver high-value client service at scale, often through disciplined pricing, process standardization, and thoughtful delegation. The result is a resource-rich mix of battle-tested playbooks, founder experiences, and actionable frameworks f... more
Where can I find podcast stats for Financial Advisor Success?
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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?
To see how many followers or subscribers Financial Advisor Success has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.
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. Talking Wealth
How many episodes of Financial Advisor Success are there?
Financial Advisor Success launched 10 years ago and published 505 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?
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Where can I see ratings and reviews for Financial Advisor Success?
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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. Sheri Fitts
2. David Brooks
3. Wendy Ciehanski
4. Rick Kahler
5. Michael Kitces
6. Ryan Townsley
7. Christine DeMao
8. Shane Morrow
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.