Profit & Practice
By Max Holvik, CFA
Listen to a podcast, please open Podcast Republic app. Available on Google Play Store and Apple App Store.
Image by Max Holvik, CFA
Category: Management
Open in Apple Podcasts
Open RSS feed
Open Website
Rate for this podcast
Subscribers: 0
Reviews: 0
Episodes: 8
Description
Profit & Practice explores the business decisions that determine whether a wealth management firm thrives or struggles. Hosted by Max Holvik, CFA, a fractional CFO known as The Advisor's CFO, the show features conversations with RIA owners, operations leaders, M&A advisors, and the consultants and specialists helping advisory firms grow. If you run, manage, or advise a wealth management practice, this show is built for you.
| Episode | Date |
|---|---|
|
Build a Firm That Runs Without You, with Nathan Parkhouse
|
Oct 20, 2026 |
|
The Biggest Misconceptions About Going Independent, with Brad Wales
|
Oct 06, 2026 |
|
The Silent Revenue Leaks Killing RIA Growth, with Cameo Roberson
|
Sep 22, 2026 |
|
The Hidden Cost of Tax Waste at Your RIA, with Catherine Tindall
|
Sep 08, 2026 |
|
What Every RIA Owner Should Know About Cybersecurity and AI, with Joe Popper
|
Aug 27, 2026 |
|
Building a Scalable RIA Before You Hire, with Darci Smith
|
Aug 27, 2026 |
|
Scaling RIA Marketing: From Boutique to Mega-RIA, with Angela Giombetti
|
Aug 27, 2026 |
|
Introducing Profit & Practice
|
Jul 22, 2026 |