The Evolving Advisor Podcast
By The Evolving Advisor Podcast
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Subscribers: 2
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Episodes: 87
Description
Join Jeff Concepcion, Founder & CEO of Stratos Wealth Partners for The Evolving Advisor Podcast! The Evolving Advisor podcast is dedicated to equipping independent financial advisors with the tips, insights, and knowledge needed to evolve in every aspect of his or her life, both inside and outside the business.
I will be sharing insights from my years of experience as an advisor, entrepreneur, and CEO, along with advice from some of the industry’s top Financial Advisors, CEOs, business consultants.
Tune in to hear more about:
• The journey from Advisor to CEO
• Strategies to work smarter, not harder
• Embracing technology to improve efficiency
• How to win the war for talent
• Best practices for organic and inorganic growth
• How to create a road map to independence
I’ll also have insights on:
• How to have a successful work/life balance
• The importance of giving back to your community
• …and much more!
| Episode | Date |
|---|---|
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Ep086: Paul Stetz - Finding Success With Talent and Culture
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May 08, 2025 |
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Ep086: Oleg Tishkevich - Evolution of Tech Platforms for Advisors
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Feb 13, 2025 |
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Ep085: Liz Nesvold - Proper Planning for Successful Business Growth
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Dec 13, 2024 |
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Ep 084: Kate Guillen - Become the Architect of Your Client’s Experience
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Nov 14, 2024 |
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Ep 083: Gary Kuhn - The Evolving Landscape of Talent Acquisition
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Oct 17, 2024 |
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Ep 082: Ted Jenkin & Scott DiGiammarino: M&A Preparation and Professional Guidance
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Sep 26, 2024 |
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Ep 081: Navigating the Future: Insights on Financial Advisory Transactions and Growth
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Aug 29, 2024 |
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Ep 080: The Evolving Advisor Podcast: Mastering Communication and Team Building with Stan Slovan
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Jul 11, 2024 |
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Ep 079: The Truest Fan: Transforming Financial Advisor Success
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Jun 27, 2024 |
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Ep 078: Building Thriving Financial Teams: Insights from Two Industry Leaders
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Jun 13, 2024 |
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Ep 077 Jeff Bartsch: Crafting Your Advisor Story: From Connection to Client Trust
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May 16, 2024 |
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Ep. 076: Rob Nelson: Navigating the Evolution of Wealth Management
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May 09, 2024 |
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Ep 075: Jeff Brown: Building a Firm with a Commitment to Excellence
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Feb 01, 2024 |
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Ep 074: Greg King: Integrating Tech to Assist Advisors in the Client Experience
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Oct 05, 2023 |
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Ep 073: Aaron Klein: Investing in Your Clients and Your Firm with Technology
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Sep 07, 2023 |
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Ep 072: Matt Reiner: The ROI of Technology and Innovation
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Aug 10, 2023 |
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Ep 071: Claudio Núñez Sanchez de la Barquera: Creating an Enduring Firm with a Client-First Culture
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Jul 20, 2023 |
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Ep 070: Brian Hamburger: Navigating the Complexities of Transitioning to Independence
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May 11, 2023 |
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Ep 069: Joe Cardello - Building Your Advising Firm With Intention and Empathy
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Apr 13, 2023 |
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Ep 068: John Furey: Insights into John’s Upcoming Future of the Industry Paper: Scale, Durability, and Human Capital
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Mar 16, 2023 |
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Ep 067: Jeremy Finger: Digital Growth for Your Independent Advising Firm
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Jan 12, 2023 |
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Ep 066: Frank LaRosa: Advice on Advisor Transitions
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Dec 22, 2022 |
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Ep 065: Ray Sclafani: Creating An Enduring Advising Firm
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Dec 01, 2022 |
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Ep 064: Katherine Forrester Schneewind: Evolving with Clarity, Instinct, and Authenticity
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Oct 06, 2022 |
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Ep 063: Lou Camacho: Valuation, Wealth Creation, and Financial Engineering
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Sep 22, 2022 |
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Ep 062: Arwen Becker: How to Succeed Marketing to Women
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Aug 11, 2022 |
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Ep 061: Jason Howard: Building Infrastructure to Support Clients
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Jul 21, 2022 |
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Ep 060: Chris Kiley - Winning Hearts to Evolve Your Firm
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Jul 07, 2022 |
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Ep 059: Ken Unger - Turning Good Businesses Into Great Businesses
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Jun 16, 2022 |
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Ep 058: Gil Baumgarten: Serving the Client Best by Breaking Out of the Big Firms
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May 19, 2022 |
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Ep 057: Rob Samson: Exploring Your Options as a Financial Advisor
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Apr 28, 2022 |
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Ep 056: Mark Roman - Building the Best Team to Evolve Your Firm
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Apr 07, 2022 |
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Ep 055: Bobbie Meola: Being Open to Your Success
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Mar 17, 2022 |
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Ep 054: Jeff Thomas: Connecting Success to Values
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Feb 24, 2022 |
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Ep 053: Mike O'Brien: Building an Enduring Firm
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Feb 03, 2022 |
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Ep 052: Jeff and Lou’s Year End Review
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Jan 06, 2022 |
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Ep 051: Linda Paullin-Hebden: Selling Your Firm with an M&A Lawyer
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Dec 02, 2021 |
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Ep 050: Amy Parvaneh - Helping Advisors Market Effectively
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Nov 03, 2021 |
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Ep 049: Paul Saganey - Helping CPA's Succeed in the Financial Services Industry & Serving Affluent Clientele
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Oct 14, 2021 |
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Ep 048: Reese Harper - Advising Specialized Clients and Best Practices for Targeting Niche Markets
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Sep 23, 2021 |
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Ep 047: Anthony Truino - If You're Not Growing, You're Dying & Investing in Human Capital To Help You Grow!
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Sep 02, 2021 |
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Ep 046: Chandon Simonis - Delivering a High Level of Service to Your Clients
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Aug 12, 2021 |
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Ep 045: Dan Solin - Rethinking How Advisors Relate to Prospects & Clients
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Jul 15, 2021 |
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Ep 044: Duncan MacPherson - Coaching Tips For Financial Advisors
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Jun 24, 2021 |
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Ep 043: Domenic Rinaldi - Learn how to acquire or exit your business with no regrets!
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May 27, 2021 |
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Ep 042: William Hawke & Edward DeTomaso - Creating Growth With Public Companies
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May 06, 2021 |
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Ep 041: John Heathco - The Lead Generation Landscape & Scoutvisor
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Apr 22, 2021 |
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Ep 040: Chris Hennessey - Tax Implications Under A Biden Administration & Potential Financial Planning Solutions.
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Apr 08, 2021 |
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Ep 039: Jeff Brown - Accelerating Growth By Partnering with An Investor & Acquiring Firms
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Mar 18, 2021 |
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Ep 038: Jerry Quinn - How Advisors Can Reach and Serve Military Veterans
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Mar 04, 2021 |
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Ep 037: Adam Blumenthal - How Advisors Can Help Families With “Late-Stage” College Planning in the Modern Era
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Feb 18, 2021 |
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Ep 036: Bill Good Marketing - Growing Your Practice By Reducing Complexity
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Jan 21, 2021 |
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Ep 035: Charles Shapiro & Chris Walling - The Current Advisor Landscape & Transitioning To Independence
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Jan 07, 2021 |
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Ep 034: Dr. Travis Parry - Finding Balance and Avoiding the Traps of Workaholism
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Dec 17, 2020 |
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Ep 033: Jeff Dobyns - Succeeding By Helping Others Succeed
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Dec 03, 2020 |
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Ep 032: Jeff Nash - Taking it to the Next Level as an Advisor
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Nov 19, 2020 |
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Ep 031: Kirk Chisholm: Being Asset Agnostic in the Self-Directed Market
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Nov 05, 2020 |
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Ep 030: Daniel Priwin: The Relentless Pursuit of Service
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Oct 22, 2020 |
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Ep 029: Randy Siller: Stewardship for the Next Generation to Evolve Your Firm
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Oct 08, 2020 |
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Ep 028: Chandon Simonis: Evolving and Building Together
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Sep 24, 2020 |
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Ep 027: Lou Camacho & Nancy Andrefsky: The Good, The Bad, and The Ugly of the Acquisition Space
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Sep 10, 2020 |
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Ep 026: Mindy & Louis Diamond: Evolving through Education and Independence
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Aug 20, 2020 |
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Ep 025: John Burns: Evolving and Growth Through Activity and Discipline
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Aug 06, 2020 |
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Ep 024: Dan Arnold: Evolving Through Solving Capacity Constraints
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Jul 23, 2020 |
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Ep 023: Dan Whittenburg: Building the Puzzle to Evolve Your Organization
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Jul 09, 2020 |
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Ep 022: Karl Heckenberg: Building a Business with Enduring Value
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Jun 25, 2020 |
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Ep 021: Alisa Maute: Customizing and Evolving with an Eye Toward Relationships
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Jun 04, 2020 |
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Ep 020: Amelia Garland: The Rapid Evolution of the RIA Community
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May 21, 2020 |
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Ep 019: Ron Carson: Strengthening Your AQ - Adaptability Quotient
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May 07, 2020 |
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Ep 018: Tricia Haskins: The Evolution of Technology in the Financial Industry
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Apr 23, 2020 |
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Ep 017: Liz & Peter Nesvold: Evaluating Your Firm with the Future in Mind
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Apr 02, 2020 |
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Ep 016: Brent Brodeski - The Different Stages of Business Development Evolution
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Mar 19, 2020 |
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Ep 015: Sanjiv Mirchandani: Evolving with an Eye Toward the Future
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Mar 05, 2020 |
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Ep 014: Kevin Myeroff: The Evolution from Advisor to CEO
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Feb 20, 2020 |
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Ep 013: Jon Dauphiné: The Foundation for Financial Planning and Pro Bono Work in the Financial Planning Industry
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Feb 06, 2020 |
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Ep 012: Randy Carver: Leveraging Your Time to Build a Mega Practice
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Jan 23, 2020 |
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Ep 011: Jeff Concepcion & Lou Camacho: Highlights of 2019 and a Sneak Peak of 2020
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Jan 09, 2020 |
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Ep 010: Jeff Concepcion: The Evolution from Advisor to CEO
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Dec 19, 2019 |
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Ep 009: Deborah Danielson: Determination & Hard Work Lead to Big Success
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Dec 05, 2019 |
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Ep 008: Sterling Shea: How Barron's Benefits Advisors
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Nov 21, 2019 |
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Ep 007: Brit Leiser: SavviHer – The Financial Resource for the Modern Woman
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Nov 07, 2019 |
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Ep 006: John Furey: The NorthStar Standard for Evolving and Advisor Growth
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Oct 24, 2019 |
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Ep 005: Jeff Brown: Finding the Path and Growing Personally and Professionally
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Oct 10, 2019 |
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Ep 004: Ray Sclafani: Reframing Your Wealth Management Business
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Sep 27, 2019 |
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Ep 003: Michael Kitces: Evolving Firms for Evolving Generations
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Sep 19, 2019 |
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Ep 002: Mark Tibergien - The Evolution and Future of the Financial Advisory Industry
|
Sep 05, 2019 |
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Ep 001: Welcome to The Evolving Advisor Podcast
|
Aug 29, 2019 |