Financial Advisor Success
By Michael Kitces
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Subscribers: 280
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Episodes: 382
Description
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 firm. Whether you're a new financial advisor trying to get started on the right foot, or an experienced advisor who's hit a wall, we're here to give you the insights and inspiration you need to break through and reach the level of success you want to achieve. Subscribe to the show, and get even more at the leading industry blog Nerd’s Eye View at www.Kitces.com.
| Episode | Date |
|---|---|
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Ep 382: Helping Clients Stay The Course With A More Total Relationship Approach To Their Near-Term Cash Flow Needs with Tyson Ray
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Apr 23, 2024 |
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Ep 381: Helping Clients Go Beyond The Plan To Actually Implement As A Fractional Financial Behavior Officer with Ashley Quamme
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Apr 16, 2024 |
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Ep 380: Expanding Capacity For $500M Of Organic AUM Growth In Just 4 Years By Increasing The Density Of Team Talent with Andrew Leonard
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Apr 09, 2024 |
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Ep 379: Creating A Client Deliverable That Focuses On Behavior Over Returns With Custom Intelligrations with Hans Blake
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Apr 02, 2024 |
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Ep 378: Scaling Growth At 1/4th The Cost Of M&A By Wading Through The "No's" Of SmartAsset Leads with Michael Collins
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Mar 26, 2024 |
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Ep 377: Navigating A Major Health Event While Keeping Your Advisory Firm Going And Growing with Meredith Moore
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Mar 19, 2024 |
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Ep 376: Accelerating Growth To 30 Clients/Month With Affordable Advice(-Only) Services Where Clients Can Keep Control with Eric Simonson
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Mar 12, 2024 |
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Ep 375: Running 20+ Client Meetings Per Week By Systematizing The Meeting Prep And Follow-Up Process with Rob Schultz
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Mar 05, 2024 |
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Ep 374: Turning Your Marketing Loss Leader Into A Positive Revenue Diversifier By Getting Clear About The Value with Dianne Nolin
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Feb 27, 2024 |
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Ep 373: Transitioning To Launch A New RIA By Taking On Passive Investors For Startup Capital With Ben Hockema
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Feb 20, 2024 |
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Ep 372: Quadrupling Revenue By Restructuring Your Business Model To Reflect Your Entire Value To Clients with Melody Townsend
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Feb 13, 2024 |
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Ep 371: Pairing Equity Appreciation Rights With Partnership Equity To Retain Long-Term Advisor Talent With David Savir
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Feb 06, 2024 |
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Ep 370: Leveraging Google Reviews To Generate Inbound Local Prospects with Tim Goodwin
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Jan 30, 2024 |
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Ep 369: Breaking Through To New Growth By Changing Your Mindset Around Hiring (Complementary) Team Members with Michelle Ogden
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Jan 23, 2024 |
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Ep 368: Getting Real Social Media Marketing Results By Focusing On Your (Ideal) Client's Desire To Learn With Thomas Kopelman
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Jan 16, 2024 |
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Ep 367: When Being In Business With Your Spouse Doesn't Work Out And You Have To Start Over With Kimberly Enders
|
Jan 09, 2024 |
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Ep 366: Avoiding The "Big Swap" Of Wealth And Health As Your Advisory Firm Grows with Stevyn Guinnip
|
Jan 02, 2024 |
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Ep 365: Scaling Expanded Advice Services To 100+ Team Members In A $5B AUM Enterprise With Rob Nelson
|
Dec 26, 2023 |
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Ep 364: Scaling Marketing To Sell A $2.2B Advisory Firm And Advising Advisors On The Lessons Learned From Selling, with Ted Jenkin
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Dec 19, 2023 |
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Ep 363: Finding The Best Networking Approach For Prospects (And New Career Opportunities) with Christa Madison
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Dec 12, 2023 |
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Ep 362: Developing Associate Advisor Compensation Plans And Career Tracks To Scale Capacity Past $1.5B AUM with Jeff Brown
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Dec 05, 2023 |
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Ep 361: Scaling A $2.4B Advisory Enterprise With Debt-Financed Acquisitions Into High-Productivity Pods, With Peter Tiboris
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Nov 28, 2023 |
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Ep 360: Growing To 100+ Clients With $100M+ AUM With Intentionality To Leave Time For Family With Suzanne Powell
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Nov 21, 2023 |
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Ep 359: Building A Financial Planning Assessment To Show Clients Progress And Value Over Time With Eric Miller
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Nov 14, 2023 |
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Ep 358: Accelerating Growth By Asking For Referrals After Celebrating Shared Success With Clients With Veronica Karas
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Nov 07, 2023 |
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Ep 357: Building A High-Tech High-Touch Advisory Firm With The Modern Advisor Tech Stack With Jon Henderson
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Oct 31, 2023 |
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Ep 356: Scaling To (Nearly) $2M Of Revenue As A Flat-Fee, Advice-Only Firm, With Sarah-Catherine Gutierrez
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Oct 24, 2023 |
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Ep 355: Scaling Worksite Financial Planning As An Employee Benefit For The Average Worker With Brad Arends
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Oct 17, 2023 |
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Ep 354: Making Advisor Transitions Less Scary With Effective Transition Preparation And Support Services With Grier Rubeling
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Oct 10, 2023 |
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Ep 353: Driving Growth By Setting A Clear Vision Of What You Do Best In Your Business(es) With Brett Danko
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Oct 03, 2023 |
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Ep 352: Finding Personal Scale By Leveraging Yourself Through Outsourced Delegation With Bridget Venus Grimes
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Sep 26, 2023 |
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Ep 351: Facilitating Successful Advisor Mergers & Acquisitions By Avoiding The Conflicts Of A Success Fee With Jessica Polito
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Sep 19, 2023 |
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Ep 350: The RIA Custodian As The All-In-One Investment Operating System Of The Future With Jason Wenk
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Sep 12, 2023 |
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Ep 349: Building The Marketing System Around Your Advisor Content To Get Real Marketing Results With Olivia Luper
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Sep 05, 2023 |
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Ep 348: Building Your Own Planning Spreadsheets To Show Clients What They Need To See With Jeff Jones
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Aug 29, 2023 |
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Ep 347: When The Firm You Sell To Gets Sold And You Have To Reinvent Yourself With Cary Carbonaro
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Aug 22, 2023 |
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Ep 346: Moving Procrastinating Clients To Yes Instead Of Selling As A Fee-Only Advisor With Jim Ludwick
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Aug 15, 2023 |
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Ep 345: Differentiating With Institutions And Ultra-High-Net-Worth Investors As A Serious Investment Firm With Lori Van Dusen
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Aug 08, 2023 |
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Ep 344: Scaling To $5B By Going Narrow And Deep Across Multiple Business Segments At Once With Brad Barrett
|
Aug 01, 2023 |
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Ep 343: The Evolution Of Super-OSJ Platforms To Support Independent Advisors With Rita Robbins
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Jul 25, 2023 |
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Ep 342: Scaling To $1M Of Financial Planning Fee Revenue By Specializing In The Divorce Niche With Nancy Hetrick
|
Jul 18, 2023 |
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Ep 341: Bolstering The Quality Of Advice By Deliberately Rotating Advisors For Each Client With Thor McIlrath
|
Jul 11, 2023 |
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Ep 340: Operating Agreement As Pre-Nup: Splitting Away From Ensemble Partnership To Launch Your Own Firm With Melissa Joy
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Jul 04, 2023 |
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Ep 339: Resetting The Business For Its Next Stage Of Growth After Hitting The 10-Year Capacity Wall With Eric Roberge
|
Jun 27, 2023 |
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Ep 338: Finding Your Why In Helping Clients Figure Out What To Retire Towards (Not From) With Tony Hixon
|
Jun 20, 2023 |
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Ep 337: Becoming An 'Accidental' Entrepreneur When Independence Isn't Chosen But Forced By Circumstance With Danika Waddell
|
Jun 13, 2023 |
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Ep 336: Showing Prospects An (Asset) Map To Generate More Advice Engagement With H. Adam Holt
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Jun 06, 2023 |
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Ep 335: Systematizing Succession and New Partner Transitions In A $1.5B Ensemble Enterprise With Timothy Wyman
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May 30, 2023 |
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Ep 334: Finding Clarity On Fees And Clients By Allowing The Business To Evolve Over Time With Meg Bartelt
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May 23, 2023 |
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Ep 333: Scaling A Small-Business-Owner Boutique To A $31M Retainer-Based Valuation With Jim Dew
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May 16, 2023 |
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Ep 332: Transitioning From (A Father's) Commissions-Based Practice To Fee-Based Planning As A G2 Advisor With Liz Hand
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May 09, 2023 |
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Ep 331: Getting Comfortable Hiring Advisors 'Early' As The Advisory Business Revenue Grows With Jake Northrup
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May 02, 2023 |
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Ep 330: Raising And Lowering Fee Minimums To Manage Growth Pace And Advisor Capacity With Ari Weisbard
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Apr 25, 2023 |
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Ep 329: When Scaling Gets (Operationally) Messy And Outsourcing Operations To Streamline Or Automate With Charesse Spiller
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Apr 18, 2023 |
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Ep 328: Turning Senior Housing Guidance From A Non-Discretionary Value-Add To A Pay-For-Value Service With Thomas West
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Apr 11, 2023 |
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Ep 327: Growing To $1B By Standing Out With Marketing The Competition Can't Mimic With Marc Horner
|
Apr 04, 2023 |
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Ep 326: Finding Marketing Success By Building Spreadsheets To Track That Advisor Data With Erica Pauly
|
Mar 28, 2023 |
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Ep 325: Building Success In The Financial Advice Business From A Financially Challenged Upbringing With Brenda Hiscock
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Mar 21, 2023 |
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Ep 324: Managing Revenue And Income Volatility Through The Scaling Phase Of Growth With Nancy Knous
|
Mar 14, 2023 |
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Ep 323: Sustaining A $5B Advisory Firm To The Third Generation Of Leaders With Yonhee Choi Gordon
|
Mar 07, 2023 |
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Ep 322: Developing New Advisors To Grow Their Books Of Business With A (Supported) Focus On Activity With Kent Skornia
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Feb 28, 2023 |
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Ep 321: Navigating The Financial Advisor Career Track In An Unfamiliar Culture With Danqin Fang
|
Feb 21, 2023 |
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Ep 320: Navigating Hyper-Growth To Achieve Platform Scale For Independent Advisors With Jim Dickson
|
Feb 14, 2023 |
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Ep 319: Competing For Big Clients As A Small Boutique With A Focus On Task Management With Jim Niedzinski
|
Feb 07, 2023 |
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Ep 318: From So Many Clients To So Few: Transitioning From Retail Brokerage To The Multi-Family Office With Ali Swart
|
Jan 31, 2023 |
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Ep 317: From Individual To Partnership: Managing The Merger Transition From Solo Practices With Jennifer Climo
|
Jan 24, 2023 |
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Ep 316: Building A COO Society To Help Advisory Firms Scale Up Their Efficiency With Matt Sonnen
|
Jan 17, 2023 |
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Ep 315: Learning Business Development By Consistently Being Seen Where Your Ideal Clients Are With Lisa Brown
|
Jan 10, 2023 |
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Ep 314: Focusing On The Planning Work You Enjoy By Providing Outsourced Virtual CFP Services With Sue Chesney
|
Jan 03, 2023 |
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Ep 313: Finding Rollover Opportunities By Specializing In Transitions After Layoffs With John Stokes
|
Dec 27, 2022 |
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Ep 312: Resetting Your Work/Life Balance By Getting Paid For Expertise Instead Of (Just) Effort With Emily Rassam
|
Dec 20, 2022 |
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Ep 311: Unlocking Growth By Asking For A Referral Commitment And Then Showing Value With Terry Parham Jr.
|
Dec 13, 2022 |
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Ep 310: Filtering Down To The Most Impact-Weighted Work To Scale Client Value With Natalie Taylor
|
Dec 06, 2022 |
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Ep 309: Leveraging Structured Notes To Differentiate A Highly-Leveraged $300M Solo Practice With Anh Tran
|
Nov 29, 2022 |
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Ep 308: Accelerating Growth From Referrals By Building Checklists For Every Meeting Detail With Matthew Blocki
|
Nov 22, 2022 |
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Ep 307: Dropping Your Broker-Dealer License Without Dropping The Broker-Dealer Platform With Stacey Hyde
|
Nov 15, 2022 |
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Ep 306: Restructuring Partner Compensation And Roles To Align For The Next Stage Of Growth With Cean Kenefick-Rogers
|
Nov 08, 2022 |
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Ep 305: Accelerating Growth Of (Fee-Only) Clients By Making It Clear You Have Nothing To Sell With Mindy Crary
|
Nov 01, 2022 |
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Ep 304: Leveraging Surge Meetings To Find Efficiency With Client Reviews And New Client Onboarding With Chad Chubb
|
Oct 25, 2022 |
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Ep 303: Pivoting From 'Robo' Investment Management To Financial Planning In South Africa With Louis van der Merwe
|
Oct 18, 2022 |
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Ep 302: Structuring Your Ideal Week To Become A Highly-Leveraged Individual Advisor With Libby Greiwe
|
Oct 11, 2022 |
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Ep 301: Guiding Clients To Design Their Rich Life With A Focus On Spending Dials Not Goals With Ramit Sethi
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Oct 04, 2022 |
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Ep 300: The Evolution Of The Advice Business At Scale And The True Power Of Brand With Joe Duran
|
Sep 27, 2022 |
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Ep 299: Finding The Motivation To Grow Again With Authenticity And Client Significance With Tim Regan
|
Sep 20, 2022 |
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Ep 298: Navigating The Evolution From Broker-Dealer To RIA Platform Leadership With Carolyn Armitage
|
Sep 13, 2022 |
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Ep 297: From $0 To $70M In 2 Years By Leveraging Facebook Groups To Share Authentic Expertise With Andy Panko
|
Sep 06, 2022 |
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Ep 296: Unblocking Clients Who Keep Not Implementing By Exploring Their Financial Psychology with Ed Coambs
|
Aug 30, 2022 |
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Ep 295: Systematizing A Planning Process To Maximize The Return On Life For Clients with Shari Greco Reiches
|
Aug 23, 2022 |
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Ep 294: Developing COI Referrals With Attorneys From An Attorney-Turned-Advisor with Neel Shah
|
Aug 16, 2022 |
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Ep 293: Jumpstarting Growth By Showing Up Differently Where Prospects Are (Digitally) Concentrated with Anna N'Jie-Konte
|
Aug 09, 2022 |
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Ep 292: Syndicating Private Real Estate Opportunities To Differentiate With HNW Clients with Matthew Topley
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Aug 02, 2022 |
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Ep 291: Managing Fast Growth And Slow Growth Of A Planning-Centric Advice Firm with Amy Irvine
|
Jul 26, 2022 |
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Ep 290: Serving Neurodivergent Clients As A Financial Advisor With Autism with Andrew Komarow
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Jul 19, 2022 |
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Ep 289: Coming Together As A Partnership To Serve Your Collective Community with Kamila Elliott
|
Jul 12, 2022 |
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Ep 288: Transitioning From (Divorce) Attorney To (Divorce-Specialized) Financial Advisor with Patrick Kilbane
|
Jul 05, 2022 |
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Ep 287: Finding Solo Efficiency To Serve 50 Great Clients With $100M AUM with Jennifer Murray
|
Jun 28, 2022 |
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Ep 286: Pursuing Intrapreneurship As A Path To Growth Within A Larger Firm with Matt Cosgriff
|
Jun 21, 2022 |
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Ep 285: Fast-Tracking Growth As A Career Changer With A High-Touch Service To Your Prior Profession with Ryan Townsley
|
Jun 14, 2022 |
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Ep 284: Sharing Centralized Resources To Create More Capacity And Scale For Advisors To Grow with Andy Schwartz
|
Jun 07, 2022 |
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Ep 283: Using Mergers And Integrations As A Pathway For Talent (Not Just Client) Acquisition with Seth Streeter
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May 31, 2022 |
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Ep 282: From Executive Assistant To COO Scaling A $4B Advisory Firm with Allison Felix
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May 24, 2022 |
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Ep 281: Leveraging Tax Planning To Create Unique Value For Small Business Owners with Duncan Kelm
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May 17, 2022 |
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Ep 280: Overcoming The Pain Of Scaling: When The Second 100 Clients Is Harder Than The First with Brian Carney
|
May 10, 2022 |
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Ep 279: Expanding The Impact Of Sustainable Investing For Ultra-HNW Families with Erika Karp
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May 03, 2022 |
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Ep 278: Separating Marketing From Sales To More Efficiently Scale Sustainable Growth with Derek Gregoire
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Apr 26, 2022 |
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Ep 277: Crafting A More Unique Value Proposition By Investing Into A More Focused Clientele with Lauren Oschman
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Apr 19, 2022 |
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Ep 276: Integrating Tax And Legal Services Under One Roof To Truly Scale A 'One-Stop Shop' with John Hagensen
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Apr 12, 2022 |
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Ep 275: Growing Organically Past $4B Of AUM With A Shared Ownership Mentality with Michael Chasnoff
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Apr 05, 2022 |
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Ep 274: Succession Planning vs Continuity Planning In A Seller's Market with Maria King
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Mar 29, 2022 |
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Ep 273: Scaling Yourself As An Advisor: Tucking In Or Institutionalizing Your Own IP with Penny Phillips
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Mar 22, 2022 |
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Ep 272: Streamlining Operations And Workflows With The Advisor CRM As The Centralized Hub with Kate Guillen
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Mar 15, 2022 |
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Ep 271: Right-Sizing Your Client Base To Operate As An Intentional High-Margin Solopreneur with Cady North
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Mar 08, 2022 |
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Ep 270: Managing Growth By Building A Team Of 'A' Players with Kyra Morris
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Mar 01, 2022 |
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Ep 269: Accelerating The Fee-Only Transition By Acquiring A Commission-Based Book Of Business with Michael Hartman
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Feb 22, 2022 |
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Ep 268: Centralizing Departments To Systematize And Scale A $2B AUM Advisory Business with Patti Brennan
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Feb 15, 2022 |
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Ep 267: Making The Business 'Fun' Again By Focusing On Your Core And Outsourcing The Rest with Jared Siegel
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Feb 08, 2022 |
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Ep 266: Reinventing The Wirehouse Model As An Employee-Owned Locally-Managed Partnership with Jim Gold
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Feb 01, 2022 |
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Ep 265: Connecting With Ultra-HNW Next Generation Heirs By Fostering Real Family Trust And Communication with Amy Castoro
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Jan 25, 2022 |
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Ep 264: Outsourcing Lead Generation To Accelerate Growth When Starting From Scratch with Dan Callahan
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Jan 18, 2022 |
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Ep 263: Building A High-Touch Boutique Firm Serving Tech Executives As Their Personal CFO with Joyce Franklin
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Jan 11, 2022 |
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Ep 262: Asking More Questions In The Discovery Process To Deepen Client Relationships With Melanie Milam
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Jan 07, 2022 |
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Ep 261: Replacing The AUM Fee With A Complexity-Based Fee For (Only) The Time It Really Takes with Andrew Miller
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Dec 28, 2021 |
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Ep 260: Breaking Bread Together To Build New Client Relationships As Their Financial Chef with David Ortiz
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Dec 21, 2021 |
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Ep 259: Facilitating An Internal Succession Plan As The Pathway To Put Clients First with Patricia Houlihan
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Dec 14, 2021 |
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Ep 258: Learning Advice Before Getting Clients: The Future Of Financial Advisor Career Tracks with Joe Pitzl
|
Dec 07, 2021 |
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Ep 257: Deepening Client Relationships By Going Deeper For Clients In Transition with Beth Jones
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Nov 30, 2021 |
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Ep 256: Living On The Cutting Edge Of Advisor Technology To Build A Better Client Experience with Vincent Barbera
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Nov 23, 2021 |
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Ep 255: Using An Advice-Only Approach To Quickly Grow With DIY Validators with Cody Garrett
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Nov 16, 2021 |
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Ep 254: Maximizing A Firm’s Human Capital To Better Scale Its Financial Advice with Eliza De Pardo
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Nov 09, 2021 |
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Ep 253: Generating Qualified Leads As A (Female) Advisor By “Cloning” Your Ideal Hypothetical Client with Robyn Crane
|
Nov 02, 2021 |
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Ep 252: Navigating The (Non-Linear) Growth Path To $100M Of AUM In Under 5 Years with Kyle Moore
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Oct 26, 2021 |
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Ep 251: Accelerating Inbound Referrals By Planting Better Seeds With More (Radical) Relevance with Bill Cates
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Oct 19, 2021 |
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Ep 250: Connecting Better with Prospects By Sharing Stories Instead of Expertise with Deirdre Van Nest
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Oct 12, 2021 |
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Ep 249: Going Beyond Client Experience With Client Adventures To Drive Organic Growth with Drew Waldron
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Oct 05, 2021 |
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Ep 248: Scaling Diamond Teams Profitably By Charging Separate Planning Fees with J.D. Bruce
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Sep 28, 2021 |
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Ep 247: Systematizing How To 'Deliver Massive Value' To Charge What You're Really Worth with Matthew Jarvis
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Sep 21, 2021 |
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Ep 246: Finding The Right (Valuation) Formula To Give Everyone Buy-In For An Employee-Owned Advisory Firm with Jessica Hovis Smith
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Sep 14, 2021 |
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Ep 245: Leveraging The Entrepreneurial Operating System (EOS) To Scale An Ensemble Practice with John Kennedy
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Sep 07, 2021 |
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Ep 244: Taking A 'Financial Gym' Approach To Financial Coaching For Next-Generation Clients with Shannon McLay
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Aug 31, 2021 |
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Ep 243: Scaling $1B Of Organic Growth In Under 5 Years With Targeted Multi-Niche Online Education with James Bogart
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Aug 24, 2021 |
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Ep 242: Navigating A Family Succession Plan As The Successor To Build Your Own Future Vision with Charlotte Geletka
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Aug 17, 2021 |
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Ep 241: Scripting A "Values-Based Financial Planning" Business Development Process with Bill Bachrach
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Aug 10, 2021 |
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Ep 240: Driving Client Growth By Communicating Solutions In Practical Terms with Tom Gau
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Aug 03, 2021 |
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Ep 239: Creating Advisor Value By Helping Clients With Complexity Regardless Of Assets with Ryan Frailich
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Jul 27, 2021 |
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Ep 238: Breaking Away To Independence For Freedom To Serve Clients The Way You Want with Margaret Dechant
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Jul 20, 2021 |
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Ep 237: From Client Services Associate To President And Partner By Building Systems And Culture with Brittany Anderson
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Jul 13, 2021 |
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Ep 236: Crafting A Comfortable Sales Process Focused On Relationships And Relevance with Shauna Mace
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Jul 06, 2021 |
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Ep 235: Aligning Your Advisory Firm With Your Own (Progressive) Values with Georgia Lee Hussey
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Jun 29, 2021 |
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Ep 234: Charging Advice Fees To Help Clients Change Their Money Script with Yohance Harrison
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Jun 22, 2021 |
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Ep 233: Maximizing Your Productivity By Leveraging Your Time Not Your Technology with Patty Kreamer
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Jun 15, 2021 |
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Ep 232: Turning Your Personal Passion (For Financial Literacy) Into A Personal Brand with Jamie Bosse
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Jun 08, 2021 |
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Ep 231: From CPA Lifestyle Practice To Billion Dollar Multi-Generational RIA Enterprise with Michael Goodman
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Jun 01, 2021 |
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Ep 230: Showing Financial Planning Value As An AUM Advisor By Focusing The Conversation with Dan Moisand
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May 25, 2021 |
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Ep 229: Navigating The Evolution Of Financial Planning Over 50 Years Of Building with Alexandra Armstrong
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May 18, 2021 |
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Ep 228: Accelerating Growth By Paying To Outsource Prospecting And Lead Generation with Jeremy Keil
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May 11, 2021 |
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Ep 227: Achieving Financial Security By Serving 50 Great Clients In Your (LGBTQ) Community with Leighann Miko
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May 04, 2021 |
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Ep 226: Building CPA Alliances To Reach A More Affluent Clientele To Serve with Paul Saganey
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Apr 27, 2021 |
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Ep 225: Generating A Positive Marketing ROI With Direct Mail Seminar Events with Matt Gulbransen
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Apr 20, 2021 |
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Ep 224: Crafting A 5-Step Process To Add Value As A "Thinking Partner" for Clients with Amy Mullen
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Apr 13, 2021 |
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Ep 223: Finding Success In Succession By Building Towards The Successor's Vision with Marianela Collado
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Apr 06, 2021 |
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Ep 222: Scaling Growth By Separating Prospecting And Leadership From Client Advice with Jonathan Kuttin
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Mar 30, 2021 |
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Ep 221: Earning More Client Referrals By Cultivating Community Through Client Events with Miye Wire
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Mar 23, 2021 |
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Ep 220: Taking A Tech Startup Approach To Building And Pivoting Your Advisory Firm with Shane Mason
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Mar 16, 2021 |
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Ep 219: Serving Families Of Multi-Generational Wealth By Tackling The Personal Problems That Money Exacerbates with Coventry Edwards-Pitt
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Mar 09, 2021 |
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Ep 218: Jumpstarting Growth By Getting Paid To Market Your Own Expertise with Maura Griffin
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Mar 02, 2021 |
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Ep 217: Creating Value For Next-Generation Clients By Focusing On Actions Over Projections with Sophia Bera
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Feb 23, 2021 |
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Ep 216: The Financial Advisor As Curator And Redefining The Value Of Financial Expertise with Jason Zweig
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Feb 16, 2021 |
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Ep 215: Tracking The Client's (Non-Portfolio) Results To Price Your Financial Planning Retainer Fee with Shawn Tydlaska
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Feb 09, 2021 |
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Ep 214: Building A Premium Advice Service By Niching With Ultra-High Net Worth Divorcees with Olivia Summerhill
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Feb 02, 2021 |
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Ep 213: A Policy-Based Financial Planning Approach To Advising Clients Through Uncertainty with Dave Yeske
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Jan 26, 2021 |
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Ep 212: The Professional Paraplanner As (Virtual) Support And A Career Path Unto Itself with Alex Hopkin
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Jan 19, 2021 |
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Ep 211: How A Clear Marketing Focus Can Make The Sales Process Easier with Kristin Harad
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Jan 12, 2021 |
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Ep 210: Growing Your Client Base By Making Advice The "Product" And Quantifying Its Value with Sten Morgan
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Jan 05, 2021 |
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Ep 209: Launching Your Own (Niche) Practice As A Pathway To Becoming A Partner In A Larger Advisory Firm with Forrest Baumhover
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Dec 29, 2020 |
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Ep 208: Offering In-House Tax Preparation To Supplement Revenue And Enhance Client Retention with Debbie Freeman
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Dec 22, 2020 |
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Ep 207: Building A High-Touch Practice Starting From Scratch Straight Out Of School with Lindsay Elwood-Goetz
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Dec 15, 2020 |
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Ep 206: (Re-)Building The Practice You Want After Your Former Firm Tries To Stop You From Breaking Away with Drew Stotler
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Dec 08, 2020 |
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Ep 205: Differentiating From The Crowd By Pursuing A Specialized Clientele Of Cross-Border (Swiss) Expatriates with Marina Hernández
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Dec 01, 2020 |
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Ep 204: Being Able To Just Focus On Clients By Choosing To Be An Employee Advisor At A Growing Firm with Blair DuQuesnay
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Nov 24, 2020 |
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Ep 203: Adapting Financial Advisor Marketing To The Pandemic By Sticking With What (Virtually) Works with Maribeth Kuzmeski
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Nov 17, 2020 |
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Ep 202: Improving Client Follow-Thru On Advice By Scaling A Quick-Touch Monthly Meeting Model with Pam Capalad
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Nov 10, 2020 |
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Ep 201: Building A Scalable Advisor Marketing Engine That Eliminates Reliance On Rainmakers Or Referrals with John Wernz
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Nov 03, 2020 |
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Ep 200: Scaling A Successful Business Beyond Yourself By Constantly Reinventing Your Role with Michael Kitces
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Oct 27, 2020 |
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Ep 199: The Barbell Approach To Building A High-Income And Broad-Reach Lifestyle Practice with Morgen Rochard
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Oct 20, 2020 |
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Ep 198: How The Creator Of The 4 Percent Rule Applied It For His Clients And His Own Retirement with Bill Bengen
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Oct 13, 2020 |
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Ep 197: Starting Over After A Non-Compete To (Re-)Build The Advisory Business You Really Want with Ashby Daniels
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Oct 06, 2020 |
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Ep 196: Partnering With A Center Of Influence To Rapidly Grow In A Focused Niche with Daniel Hannoush
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Sep 29, 2020 |
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Ep 195: Own Your Future By Continuously Reinvesting In Yourself To Build The Advisory Career You Want with Echo Huang
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Sep 22, 2020 |
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Ep 194: Aligning Values To Clients With Sustainable Investing And Becoming B Corp Certified with Lisa Cooper
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Sep 15, 2020 |
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Ep 193: Turning Operations Experience Into A Virtual Assistant Outsourcing Solution with Michelle Wong
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Sep 08, 2020 |
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Ep 192: Breaking Away From A Wirehouse To Build A True Fiduciary Multi-Family Office with Paul Pagnato
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Sep 01, 2020 |
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Ep 191: Carving Your Own Career Path To Create A Role That Fits Your Unique Strengths with Tiffany Charles
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Aug 25, 2020 |
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Ep 190: Scaling An Advisory Firm By Finding New Talent Outside The Financial Services Industry with Stacey McKinnon
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Aug 18, 2020 |
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Ep 189: Experimenting With Advisor Marketing To Find The (Digital) Formula That Works For You with Taylor Schulte
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Aug 11, 2020 |
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Ep 188: Leading With Directly-Held Real Estate Advice To Differentiate Traditional Wealth Management with Rich Arzaga
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Aug 04, 2020 |
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Ep 187: Adopting Alternative Fee Models To Expand Your Clientele And Change The Complexion Of Wealth with Emlen Miles-Mattingly
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Jul 28, 2020 |
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Ep 186: Digital Marketing Strategies for Financial Advisors with Samantha Bezar
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Jul 21, 2020 |
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Ep 185: Becoming A Financial Coach As An Alternative To The Traditional Financial Advisor Business Model with Christine Teh
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Jul 14, 2020 |
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Ep 184: Building A Premium Financial Planning Experience To Sustain A Premium Advisory Fee with Reese Harper
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Jul 07, 2020 |
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Ep 183: Structuring Your Advisory Business To Manage Your Time And Fit Your Natural Strengths with Hannah Moore
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Jun 30, 2020 |
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Ep 182: How Private Wealth Management In A Multi-Family Office Differs From Traditional Financial Planning with Richard Joyner
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Jun 23, 2020 |
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Ep 181: Pivoting To A New And Better Marketing Approach After Your First Niche Misses with Benjamin Brandt
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Jun 16, 2020 |
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Ep 180: Getting A Year's Worth Of Growth Every Month By Going All-In On A Clear Target Market with Ryan Inman
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Jun 09, 2020 |
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Ep 179: Investment Banking For Wealth Management And The Evolution Of Advisor Enterprise Value with Elizabeth Nesvold
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Jun 02, 2020 |
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Ep 178: Blogging Your Way Into A Successful Niche By Simply Pursuing Your Own Curiosity with Daniel Zajac
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May 26, 2020 |
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Ep 177: Career-Changing To Become A Financial Advisor In The Midst Of A (Financial Crisis And) Bear Market with Sara Stanich
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May 19, 2020 |
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Ep 176: Understanding The Landscape Of Employee Vs Independent Advisor Broker-Dealer Platforms with Mindy Diamond
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May 12, 2020 |
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Ep 175: The Importance Of Family Dynamics To Make (Business) Time And Regain Control Of Work/Life Balance with Travis Parry
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May 05, 2020 |
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Ep 174: Leveraging Zapier And PreciseFP To Weave Together Independent Advisor Open Architecture with Shanna Tingom
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Apr 28, 2020 |
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Ep 173: Growing To $250M In 5 Years By Crafting A More Specialized Client Experience with Andrew Leonard
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Apr 21, 2020 |
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Ep 172: Finding The Intersection Of Fulfillment And Profitability With A Niche Of Special Needs Families with Minoti Rajput
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Apr 14, 2020 |
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Ep 171: Transitioning From Successful Wholesaling To Financial Advisors To Becoming One Instead with Tom Kennedy
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Apr 07, 2020 |
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Ep 170: Eschewing The Industry’s 'Growth Imperative' And Crafting Your Advisory Business With Intention Instead with Patrick Tucker
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Mar 31, 2020 |
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Ep 169: Combating Advisory Fee Compression By Unbundling Investment Management And Financial Planning Fees with Alexandra Levi
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Mar 24, 2020 |
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Ep 168: Building An Advisory Firm That Can Be Sold Even When Your Name Is Still On The Door with Erin Botsford
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Mar 17, 2020 |
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Ep 167: Creating More Buy-In To Change Financial Behaviors With A Life Planning Approach With Scott Frank
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Mar 10, 2020 |
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Ep 166: How Organic Growth Begets More Growth: The Size Bonus Of Building A Local And National Advisor Brand with Peter Mallouk
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Mar 03, 2020 |
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Ep 165: Navigating Broker Protocol When The Firm You Start With Isn't The One You Want To Stick With - with Steve Kampschmidt
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Feb 25, 2020 |
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Ep 164: Making The Hard Transition From Financial Advisor To Business Owner Of Your Advisory Firm with Julia Carlson
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Feb 18, 2020 |
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Ep 163: Building A Fast-Growth Practice Without Prospecting By Working Under A Credit Union with Michael Gennawey
|
Feb 11, 2020 |
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Ep 162: Efficiently Expanding In-Depth Financial Planning Services To Move Beyond The AUM-Only Model with Tim Bickmore
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Feb 04, 2020 |
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Ep 161: Cultivating The Right Firm Culture With A Reality-Based Leadership Approach with Tessa Felix
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Jan 28, 2020 |
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Ep 160: Accelerating Growth By Spending More Than 10% Of Revenue On Marketing (That Works) with Gabriel Shahin
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Jan 21, 2020 |
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Ep 159: Navigating Financial Advisor Career Opportunities Under The Employee Model with Kelly Shikany
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Jan 14, 2020 |
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Ep 158: Leveraging Outsourcers To Go From Employee To Independent Without Building It All Yourself with Steph Bruno
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Jan 07, 2020 |
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Ep 157: Building Your Own Personal Brand To Complement And Not Compete With Your Advisory Firm with Peter Lazaroff
|
Dec 31, 2019 |
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Ep 156: Establishing Next Generation Career Tracks And Business Development Training For Long-Term Sustainability with DeLynn Zell
|
Dec 24, 2019 |
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Ep 155: Eschewing A Bricks-And-Mortar Office For Reduced Overhead And (Virtual) Flexibility with Derek Notman
|
Dec 17, 2019 |
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Ep 154: (Re-)Igniting Your Advisor Marketing By Defining Client Avatars And Removing Impediments To Action with Mary Beth Storjohann
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Dec 10, 2019 |
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Ep 153: Generating More Productive Referrals By Closing The Gap Of Prospects Who Are Referred But Never Call with Dan Allison
|
Dec 03, 2019 |
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Ep 152: Getting Comfortable With Sales By Simply Seeking To Find Qualified Prospects To Inform with Beverly Flaxington
|
Nov 26, 2019 |
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Ep 151: Expanding Your Advisory Firm's Reach With A Retail Prosperity Pie Shoppe with Luna Jaffe
|
Nov 19, 2019 |
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Ep 150: Getting Unstuck And Re-Aligning Fees To Build The Solo Advisory Firm You Want with Tanya Nichols
|
Nov 12, 2019 |
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Ep 149: Managing Capacity And Ensuring Continuity For Clients By Selling Without Retiring with Susan John
|
Nov 05, 2019 |
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Ep 148: Building A Small-Town LGBTQ Niche While Coming Out To Your Broker-Dealer with Laura LaTourette
|
Oct 29, 2019 |
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Ep 147: Developing Next Generation Advisor Talent With An Internal 2-Year Mentoring Program with Jeff Dobyns
|
Oct 22, 2019 |
|
Ep 146: Systematizing Financial Planning Progress For Clients With Your Own Wealth Management Index with Ross Levin
|
Oct 15, 2019 |
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Ep 145: Systematizing Reviews Of Client Tax Returns By Building Software To Automate It with Roger Pine
|
Oct 08, 2019 |
|
Ep 144: The Past, Present, And Future Evolution Of The RIA Custody Model with Tom Bradley
|
Oct 01, 2019 |
|
Ep 143: Getting Local Clients Via Google Search With A Niche Of Serving Independent Women with Cathy Curtis
|
Sep 24, 2019 |
|
Ep 142: Creating A Structured Relationship-Building Calendar To Enhance Trust With Affluent Clients with Matt Oechsli
|
Sep 17, 2019 |
|
Ep 141: Building The Differentiated Foundation For Successful Advisor Marketing with Kristen Luke
|
Sep 10, 2019 |
|
Ep 140: Transforming Your Advisory Business By Shifting Your Mindset After Hitting The (10-Year) Capacity Wall with Adam Cmejla
|
Sep 03, 2019 |
|
Ep 139: Plugging In For Large Firm Support To Refocus Your Time On Clients Instead with Michele Clark
|
Aug 27, 2019 |
|
Ep 138: Leveraging A Media PR Strategy To Attract Ultra-High-Income (Millennial) Clients with Douglas Boneparth
|
Aug 20, 2019 |
|
Ep 137: The Evolution Of How Financial Advisors Solve Client Problems Across Industry Channels with Lou Tranquilli
|
Aug 13, 2019 |
|
Ep 136: Leveraging Risk Tolerance And Financial Planning Software Upfront To Deepen Conversations With Prospects with Nina O’Neal
|
Aug 06, 2019 |
|
Ep 135: Developing The Systematized Business Development And Financial Planning Playbooks To 10X Your Advisory Business with Kathryn Brown
|
Jul 30, 2019 |
|
Ep 134: Positioning A Family-Owned Advisory Business For The Next Generation Of Growth with Andrew Altfest
|
Jul 23, 2019 |
|
Ep 133: Joining As Sibling Partners To Launch A Joint Advisory And Accounting Firm with Danna Jacobs
|
Jul 16, 2019 |
|
Ep 132: Finding The Confidence To Avoid Discounting And Charge The Fee You're Really Worth with Linda Leitz
|
Jul 09, 2019 |
|
Ep 131: The (Nearly) $1B Solo Advisor: Scaling Up Client Focus By Outsourcing Everything Else with Dan Goldie
|
Jul 02, 2019 |
|
Ep 130: From Cold-Calling To Cold-Knocking And Growing An Advisory Firm Through Two Maternity Leaves with Ashley Micciche
|
Jun 25, 2019 |
|
Ep 129: Building The Lifestyle Practice Of Your Dreams By Selling Your Firm And Starting Over with Donna Skeels Cygan
|
Jun 18, 2019 |
|
Ep 128: Advising Small Business Owners By Helping Them Increase Their Own Enterprise Value with Justin Goodbread
|
Jun 11, 2019 |
|
Ep 127: Creating A Stewardship Report To Show Your Ongoing Value To [401(k) Or Other] Clients with Jania Stout
|
Jun 04, 2019 |
|
Ep 126: Climbing The Path Of Personal Development To Partnership At A Large RIA with Martine Lellis
|
May 28, 2019 |
|
Ep 125: The Upside Opportunity Of Finding Out Your Advisory Firm Is Being Sold with Sabrina Lowell
|
May 21, 2019 |
|
Ep 124: Insourcing Vs Outsourcing To Manage Overhead Expense Ratios While Scaling An Advisory Firm with Shirl Penney
|
May 14, 2019 |
|
Ep 123: Buying Out A Retiring Founder & Funding Future Growth By Recapitalizing With Well-Aligned Patient Capital with Brent Brodeski
|
May 07, 2019 |
|
Ep 122: Splitting Client-Facing Duties From The Mid- And Back-Office With A 'Supported Independence' Model with Jeff Concepcion
|
Apr 30, 2019 |
|
Ep 121: Crafting A Differentiated Investment Process By Engaging Clients And Community with Rachel Robasciotti
|
Apr 23, 2019 |
|
Ep 120: Building A Personal Finance Media Brand By Focusing On Being Your Authentic Self with Manisha Thakor
|
Apr 16, 2019 |
|
Ep 119: Career-Changing Into Financial Planning By Creating A Niche Serving Your Former Profession with Kenneth Robinson
|
Apr 09, 2019 |
|
Ep 118: Passion Prospecting To Small Business Owners Through A Niche With Bass Fishermen with Jared Reynolds
|
Apr 02, 2019 |
|
Ep 117: Forming A Specialized Advice Process To Add Real Value In Serving Small Business Owners with Josh Patrick
|
Mar 26, 2019 |
|
Ep 116: Building A Consumer Media And Author Presence To Gain Credibility As A 'Small' Independent Advisor with Harold Evensky
|
Mar 19, 2019 |
|
Ep 115: Building The Confidence To Turn A Personal Mission Into An Advisory Firm Niche with Hilary Hendershott
|
Mar 12, 2019 |
|
Ep 114: Why Creating A Great Client Experience Is About More Than Just Great Service with Dennis Moseley-Williams
|
Mar 05, 2019 |
|
Ep 113: Scaling An Advisory Firm To Serve A Greater Mission Beyond Yourself with Stacy Francis
|
Feb 26, 2019 |
|
Ep 112: Finding The Time To Get The Right People Into The Right Seat Of Your Advisory Firm with Andrea Schlapia
|
Feb 19, 2019 |
|
Ep 111: Why The Right Advisory Fee To Charge Is The One That Not All Clients Say "Yes" To with Jim Stackpool
|
Feb 12, 2019 |
|
Ep 110: Adapting The 4-Hour Work Week Into A Highly Profitable 4-Month Work Year Lifestyle Practice with Micah Shilanski
|
Feb 05, 2019 |
|
Ep 109: How A Retirement Researcher Implements Retirement Planning For His Own Clients with Jon Guyton
|
Jan 29, 2019 |
|
Ep 108: How To Take A Sabbatical Even When Your Clients Depend Primarily On You with Lisa Kirchenbauer
|
Jan 22, 2019 |
|
Ep 107: Using Podcasting As A Marketing Strategy To Attract (Retirement Niche) Clients with Roger Whitney
|
Jan 15, 2019 |
|
Ep 106: Empowering Widows Financially By Helping Them Navigate The 3 Stages of Widowhood with Kathleen Rehl
|
Jan 08, 2019 |
|
Ep 105: Growing An Advisory Firm By Pairing Young Advisors To Acquired Books Of Business From Retiring Advisors with Chip Munn
|
Jan 01, 2019 |
|
Ep 104: How Financial Coaching Skills Enhance The Financial Planner's Value Proposition with Saundra Davis
|
Dec 25, 2018 |
|
Ep 103: Finding Success As A Great Financial Planner Without The Need For Business Development Or Partnership with Kathleen Kenealy
|
Dec 18, 2018 |
|
Ep 102: Transitioning From Wirehouse To Independence with Michael Henley: Is The Grass Really Greener?
|
Dec 11, 2018 |
|
Ep 101: Financial Advisors As Adherence Partners To Deliver Advice That Actually Sticks with Moira Somers
|
Dec 04, 2018 |
|
Ep 100: Scaling A Financial Life Management Firm By Starting With Client Intentions Instead Of Goals with Joe Duran
|
Nov 27, 2018 |
|
Ep 099: Finding Better Alignment Of Values And Belief Systems By Focusing On A Religious Niche with Rob West
|
Nov 20, 2018 |
|
Ep 098: Deepening Client Relationships With A Political Niche To Find Shared Beliefs with Zach Teutsch
|
Nov 13, 2018 |
|
Ep 097: Transitioning From Financial Coach to Financial Planner Serving Underserved Communities with Phuong Luong
|
Nov 06, 2018 |
|
Ep 096: The 7 Pillars Of Running An Advisory Firm Like A Real Business with Stephanie Bogan
|
Oct 30, 2018 |
|
Ep 095: The Never-Ending Process Of Iteratively Building An Advisory Firm with Linda Lubitz Boone
|
Oct 23, 2018 |
|
Ep 094: Crafting Your Optimal Solo Practice By Simply Charging What You're Worth with James Osborne
|
Oct 16, 2018 |
|
Ep 093: Building A High-Income Lifestyle Practice Efficiently By Running It Like A Real Business with Sunit Bhalla
|
Oct 09, 2018 |
|
Ep 092: Taking More Vacation Time By Standardizing Workflows And Processes In Your Advisor CRM with Jennifer Goldman
|
Oct 02, 2018 |
|
Ep 091: Increasing The Value Of Advice By Focusing On Life-Centered Planning For Transitions Not Goals with Mitch Anthony
|
Sep 25, 2018 |
|
Ep 090: Scaling An Advisory Firm Beyond Yourself By Systematizing The Soft Skills with Julie Murphy
|
Sep 18, 2018 |
|
Ep 089: The Truth About Advisor Marketing And The Scalable Delivery Of Financial Advice with Ric Edelman
|
Sep 11, 2018 |
|
Ep 088: Learning A More Genuine Sales Conversation Approach To Better Turn Prospects Into Clients with Nancy Bleeke
|
Sep 04, 2018 |
|
Ep 087: Going Independent To Run Your Advisory Firm With The Systems And Clients You Want with René Nourse
|
Aug 28, 2018 |
|
Ep 086: Mastering Marketing As A Solo Advisor By Simply Sharing Your Authentic Self with Eric Roberge
|
Aug 21, 2018 |
|
Ep 085: Boosting Firm Productivity With A Financial Planning Resident Program With Elissa Buie
|
Aug 14, 2018 |
|
Ep 084: Re-Energizing After A Mid-Career Crisis With A Focus On Next Generation Talent Development With Diane Compardo
|
Aug 07, 2018 |
|
Ep 083: Switching To The Right Independent Broker-Dealer By Understanding Its Profit Centers With Jon Henschen
|
Jul 31, 2018 |
|
Ep 082: Insights From The History Of Financial Planning Since The First CFP Class with Ben Coombs
|
Jul 24, 2018 |
|
Ep 081: Expanding Access To Financial Planning Advice By Offering Financial Doing Instead with Louis Barajas
|
Jul 17, 2018 |
|
Ep 080: Navigating The Path From High Volume Insurance Agent To Focused Financial Planner with Matthew Blocki
|
Jul 10, 2018 |
|
Ep 079: Niching From The Start To Turbo-Charge $250k Of Recurring Planning Fees In Only 3 Years with Anjali Jariwala
|
Jul 03, 2018 |
|
Ep 078: Understanding And Serving The Needs Of Truly Ultra-High-Net-Worth Investors with Charlotte Beyer
|
Jun 26, 2018 |
|
Ep 077: Creating A Partnership Constitution To Formalize Decision-Making For A Multi-Partner Advisory Firm with Tanya Rapacz
|
Jun 19, 2018 |
|
Ep 076: Why Financial Therapy Is Better Than Financial Advice To Help Clients Change Their Behavior with Kristy Archuleta
|
Jun 12, 2018 |
|
Ep 075: Walking Away From RIA Partnership To Scratch Your Own Entrepreneurial Itch with Kathy Longo
|
Jun 05, 2018 |
|
Ep 074: Why Solo Financial Advisor Success Is All About Self-Confidence In Your Own Value with Diane MacPhee
|
May 29, 2018 |
|
Ep 073: Why Successful Advisor Marketing Is More About Staffing Than Spending with Sheri Fitts
|
May 22, 2018 |
|
Ep 072: The Financial Mechanics Of Buying Into An Advisory Firm And RIA Valuation Trends with Dave DeVoe
|
May 15, 2018 |
|
Ep 071: Appointing a Chief Planning Officer to Ensure Firm-Wide Consistency in Financial Planning Advice with Peggy Ruhlin
|
May 08, 2018 |
|
Ep 070: Taking Leaps Of Faith As An Introverted Career Changer To Build A Successful Advisory Firm with Sue Stevens
|
May 01, 2018 |
|
Ep 069: Interrupting The Pattern With The Philosophy That Each Client Is The Only Client with Barry Glassman
|
Apr 24, 2018 |
|
Ep 068: Becoming A Non-Revenue-Producing Partner In A Multi-Niche Financial "Design" Firm with Heather Fortner
|
Apr 17, 2018 |
|
Ep 067: The Future Of The Broker-Dealer Model As Advisor Support Without FINRA Or Products with Elliot Weissbluth
|
Apr 10, 2018 |
|
Ep 066: Turbocharging Inorganic Growth With Outside Capital To Fund Mergers & Acquisitions with Adam Birenbaum
|
Apr 03, 2018 |
|
Ep 065: Building A True One-Stop Shop Advisory Firm To Drive Organic Growth with Peter Mallouk
|
Mar 27, 2018 |
|
Ep 064: Scaling Up To $1.4M Of Revenue With (Only) Hourly Financial Planning Fees with Mark Berg
|
Mar 20, 2018 |
|
Ep 063: Overcoming A Material U-4 Disclosure To Build A $125M AUM Advisory Firm with Kevin Kroskey
|
Mar 13, 2018 |
|
Ep 062: Building A High-Income Lifestyle Practice By Engaging With Clients Deeply And Unfiltered with Lee Munson
|
Mar 06, 2018 |
|
Ep 061: Starting A Gen X/Y Financial Planning Firm While Also Starting A Family with Mary Beth Storjohann
|
Feb 27, 2018 |
|
Ep 060: The Written Job Description As A Financial Plan For Employee Talent Development with Kelli Cruz
|
Feb 20, 2018 |
|
Ep 059: Systematizing The Financial Life Planning Process To Increase Your Money Quotient with Carol Anderson
|
Feb 13, 2018 |
|
Ep 058: Custom Designing Your Office For A Better Data Gathering Experience with David Armstrong
|
Feb 06, 2018 |
|
Ep 057: Marketing Your Way To $1B Of AUM In 10 Years With E-Books And Radio Shows with Ted Jenkin
|
Jan 30, 2018 |
|
Ep 056: The Opportunities In Providing Hourly As-Needed Financial Advice For The Middle Market with Sheryl Garrett
|
Jan 23, 2018 |
|
Ep 055: Separating Management From Ownership On The Path To $10B of AUM with Tim Kochis
|
Jan 16, 2018 |
|
Ep 054: Lessons Of An Advisory Firm Merger And Launching Your Own Advisor FinTech Company with Greg Friedman
|
Jan 09, 2018 |
|
Ep 053: How Compassionate Communication Makes Us “No Longer Awkward” With Grieving Clients with Amy Florian
|
Jan 02, 2018 |
|
Ep 052: Why Today's Technology Tools Are The Golden Age Of Advisor FinTech with Joel Bruckenstein
|
Dec 26, 2017 |
|
Ep 051: What Robo-Advisors Can Teach Human Advisors About Evidence-Based Behavioral Finance with Dan Egan
|
Dec 19, 2017 |
|
Ep 050: The Value Of Hiring A Financial Advisor Coach To Maintain Your Business Focus With Tracy Beckes
|
Dec 12, 2017 |
|
Ep 049: Getting Paid For (Hourly) Financial Planning By Packaging Financial Advice with Anna Sergunina
|
Dec 05, 2017 |
|
Ep 048: Creating Tangible Advisor Marketing Messages For Intangible Financial Planning Services with Gail Graham
|
Nov 28, 2017 |
|
Ep 047: Pursuing An Operations Career Path In An Advisory Firm With HIFON Study Group Support With Shaun Kapusinski
|
Nov 21, 2017 |
|
Ep 046: Training Financial Advisor Empathy And Communication Skills Through The CeFT Designation with Susan Bradley
|
Nov 14, 2017 |
|
Ep 045: Compensating Employees For Profits Instead Of Revenue So They Understand The Advisory Business with Rebecca Pomering
|
Nov 07, 2017 |
|
Ep 044: Structuring A Successful Internal Succession Plan As A 25-Year-Old Buyer with Jake Kuebler
|
Oct 31, 2017 |
|
Ep 043: Navigating The Internal Succession Planning Turning Point As An Advisory Firm Founder with Marty Kurtz
|
Oct 24, 2017 |
|
Ep 042: Building Group Financial Wellness Classes To Expand The Reach Of Financial Advice with Carol Craigie
|
Oct 17, 2017 |
|
Ep 041: Structuring A Leadership Team And Family Succession Plan In A Billion Dollar RIA with Elaine Bedel
|
Oct 10, 2017 |
|
Ep 040: Building A True Ensemble Practice Beyond Yourself And Training G2 Successors with Philip Palaveev
|
Oct 03, 2017 |
|
Ep 039: Using Behavioral Assessment Tools To Really Understand A Client's Wealth Building Potential with Sarah Fallaw
|
Sep 26, 2017 |
|
Ep 038: From Wirehouse Cold Calling Scripts To The Flexibility Of Independence with Winnie Sun
|
Sep 19, 2017 |
|
Ep 037: Leveraging Unique Centers Of Influence To Grow A Niche Advisory Firm For Doctors with Johanna Fox Turner
|
Sep 12, 2017 |
|
Ep 036: Turning A Utilities Niche And A Radio Show Into A National Advisory Firm with Scott Hanson
|
Sep 05, 2017 |
|
Ep 035: Investing In Your CRM And Your Team To Systematically Grow Your Advisory Business with Cheryl Holland
|
Aug 29, 2017 |
|
Ep 034: Becoming An Advisor and #FinTech Software Entrepreneur While Running Your Own Advisory Firm with Sheryl Rowling
|
Aug 22, 2017 |
|
Ep 033: Building An Online Marketing Machine That Takes Over Your Advisory Business with Jeff Rose
|
Aug 15, 2017 |
|
Ep 032: Building A Personal Brand Advisory Business Of Financial Planning And Online Money Management Courses with Brittney Castro
|
Aug 08, 2017 |
|
Ep 031: How To Properly Vet New Financial Advisors By Hiring For Attitude And Not Skills with Caleb Brown
|
Aug 01, 2017 |
|
Ep 030: Self-Publishing A Book To Establish Your Authority (As A 401(k) Expert) with Josh Itzoe
|
Jul 25, 2017 |
|
Ep 029: Attracting Baby Boomers Digitally To A True Retirement Decumulation Specialty with Dana Anspach
|
Jul 18, 2017 |
|
Ep 028: Scaling Up A $6B Independent RIA Using A Full-Time CEO As Chief Inspiration Officer with Michael Nathanson
|
Jul 11, 2017 |
|
Ep 027: Reaching HNW Prospects Leveraging Targeted Research And Introductions with Amy Parvaneh
|
Jul 04, 2017 |
|
Ep 026: Stop Asking For Referrals And Improve Your Referrability Index Instead with Steve Wershing
|
Jun 27, 2017 |
|
Ep 025: Leveraging A TAMP To Roll Out Wealth Management Services In A CPA Firm with Tim Delaney
|
Jun 20, 2017 |
|
Ep 024: How Mindset Drives Success And The 7 Freedoms Of Limitless Advisers with Stephanie Bogan
|
Jun 13, 2017 |
|
Ep 023: Delivering Workplace Financial Wellness With A Salaried CFP Career Path with Liz Davidson
|
Jun 06, 2017 |
|
Ep 022: Serving Gen X Professionals With A Net-Worth-Plus-Income Retainer Fee Model with Jude Boudreaux
|
May 30, 2017 |
|
Ep 021: Pivoting An Existing Advisory Firm To A Niche Serving Women In Transition with Evelyn Zohlen
|
May 23, 2017 |
|
Ep 020: Building A Successful Business By Giving Away 99% Of What You Do For Free with Michael Kitces
|
May 16, 2017 |
|
Ep 019: The Evolution And Emergence Of A True Financial Planning Profession With Bob Veres
|
May 09, 2017 |
|
Ep 018: Taking Control Of Your Advisory Business So The Business Doesn’t Control You with Angie Herbers
|
May 02, 2017 |
|
Ep 017: Using Social Media and Blogging to Drive Business Growth As A Reformed Broker with Josh Brown
|
Apr 25, 2017 |
|
Ep 016: Building Authentic Client Relationships By Practicing Skills (Not Pursuing Passions!) with Deena Katz
|
Apr 18, 2017 |
|
Ep 015: Why Life Planning Is Simply Financial Planning Done Right with George Kinder
|
Apr 11, 2017 |
|
Ep 014: Validating Your Advisor Value Proposition And Overcoming Imposter Syndrome With Carl Richards
|
Apr 04, 2017 |
|
Ep 013: Succeeding As A Serial Financial Advisor Entrepreneur Serving Ultra-HNW Clients With Steve Lockshin
|
Mar 28, 2017 |
|
Ep 012: Delivering Profitable Financial Planning to Millennials For A Monthly Retainer Fee with Sophia Bera
|
Mar 21, 2017 |
|
Ep 011: How Launching An Advisory Business Can Be Safer Than Working In One with Alan Moore
|
Mar 14, 2017 |
|
Ep 010: From Unpaid Intern to CEO and Successful Succession Planning with Eric Hehman
|
Mar 07, 2017 |
|
Ep 009: From Medicine to Holistic Financial Planning Using A Complexity-Based Retainer Model with Carolyn McClanahan
|
Feb 28, 2017 |
|
Ep 008: Maximizing The Valuation Of A Financial Advisor’s Book, Practice, Or Business, with David Grau
|
Feb 21, 2017 |
|
Ep 007: Building a Highly Profitable Lifestyle Practice by Age 35 with Matthew Jarvis
|
Feb 14, 2017 |
|
Ep 006: Improving Gender Diversity in the Financial Services Industry with Eleanor Blayney
|
Feb 07, 2017 |
|
Ep 005: The Rise Of The Professionally Managed Financial Advisory Firm With Mark Tibergien
|
Jan 31, 2017 |
|
Ep 004: Building The Team Of A $4.5B RIA Serving HNW Clientele with Deb Wetherby
|
Jan 24, 2017 |
|
Ep 003: How to Become a More Referable Advisor with Julie Littlechild
|
Jan 17, 2017 |
|
Ep 002: Love-Affair Marketing and Amplifying Your Successful Business with Ron Carson
|
Jan 10, 2017 |
|
Ep 001: Entrepreneurial Persistence And Building a $200M AUM Practice with Rick Kahler
|
Dec 28, 2016 |