TitleDate
Ep 073: Why Successful Advisor Marketing Is More About Staffing Than Spending with Sheri FittsMay 22, 2018 Listen
Ep 072: The Financial Mechanics Of Buying Into An Advisory Firm And RIA Valuation Trends with Dave DeVoeMay 15, 2018 Listen
Ep 071: Appointing a Chief Planning Officer to Ensure Firm-Wide Consistency in Financial Planning Advice with Peggy RuhlinMay 08, 2018 Listen
Ep 070: Taking Leaps Of Faith As An Introverted Career Changer To Build A Successful Advisory Firm with Sue StevensMay 01, 2018 Listen
Ep 069: Interrupting The Pattern With The Philosophy That Each Client Is The Only Client with Barry GlassmanApr 24, 2018 Listen
Ep 068: Becoming A Non-Revenue-Producing Partner In A Multi-Niche Financial "Design" Firm with Heather FortnerApr 17, 2018 Listen
Ep 067: The Future Of The Broker-Dealer Model As Advisor Support Without FINRA Or Products with Elliot WeissbluthApr 10, 2018 Listen
Ep 066: Turbocharging Inorganic Growth With Outside Capital To Fund Mergers & Acquisitions with Adam BirenbaumApr 03, 2018 Listen
Ep 065: Building A True One-Stop Shop Advisory Firm To Drive Organic Growth with Peter MalloukMar 27, 2018 Listen
Ep 064: Scaling Up To $1.4M Of Revenue With (Only) Hourly Financial Planning Fees with Mark BergMar 20, 2018 Listen
Ep 063: Overcoming A Material U-4 Disclosure To Build A $125M AUM Advisory Firm with Kevin KroskeyMar 13, 2018 Listen
Ep 062: Building A High-Income Lifestyle Practice By Engaging With Clients Deeply And Unfiltered with Lee MunsonMar 06, 2018 Listen
Ep 061: Starting A Gen X/Y Financial Planning Firm While Also Starting A Family with Mary Beth StorjohannFeb 27, 2018 Listen
Ep 060: The Written Job Description As A Financial Plan For Employee Talent Development with Kelli CruzFeb 20, 2018 Listen
Ep 059: Systematizing The Financial Life Planning Process To Increase Your Money Quotient with Carol AndersonFeb 13, 2018 Listen
Ep 058: Custom Designing Your Office For A Better Data Gathering Experience with David ArmstrongFeb 06, 2018 Listen
Ep 057: Marketing Your Way To $1B Of AUM In 10 Years With E-Books And Radio Shows with Ted JenkinJan 30, 2018 Listen
Ep 056: The Opportunities In Providing Hourly As-Needed Financial Advice For The Middle Market with Sheryl GarrettJan 23, 2018 Listen
Ep 055: Separating Management From Ownership On The Path To $10B of AUM with Tim KochisJan 16, 2018 Listen
Ep 054: Lessons Of An Advisory Firm Merger And Launching Your Own Advisor FinTech Company with Greg FriedmanJan 09, 2018 Listen
Ep 053: How Compassionate Communication Makes Us “No Longer Awkward” With Grieving Clients with Amy FlorianJan 02, 2018 Listen
Ep 052: Why Today's Technology Tools Are The Golden Age Of Advisor FinTech with Joel BruckensteinDec 26, 2017 Listen
Ep 051: What Robo-Advisors Can Teach Human Advisors About Evidence-Based Behavioral Finance with Dan EganDec 19, 2017 Listen
Ep 050: The Value Of Hiring A Financial Advisor Coach To Maintain Your Business Focus With Tracy BeckesDec 12, 2017 Listen
Ep 049: Getting Paid For (Hourly) Financial Planning By Packaging Financial Advice with Anna SerguninaDec 05, 2017 Listen
Ep 048: Creating Tangible Advisor Marketing Messages For Intangible Financial Planning Services with Gail GrahamNov 28, 2017 Listen
Ep 047: Pursuing An Operations Career Path In An Advisory Firm With HIFON Study Group Support With Shaun KapusinskiNov 21, 2017 Listen
Ep 046: Training Financial Advisor Empathy And Communication Skills Through The CeFT Designation with Susan BradleyNov 14, 2017 Listen
Ep 045: Compensating Employees For Profits Instead Of Revenue So They Understand The Advisory Business with Rebecca PomeringNov 07, 2017 Listen
Ep 044: Structuring A Successful Internal Succession Plan As A 25-Year-Old Buyer with Jake KueblerOct 31, 2017 Listen
Ep 043: Navigating The Internal Succession Planning Turning Point As An Advisory Firm Founder with Marty KurtzOct 24, 2017 Listen
Ep 042: Building Group Financial Wellness Classes To Expand The Reach Of Financial Advice with Carol CraigieOct 17, 2017 Listen
Ep 041: Structuring A Leadership Team And Family Succession Plan In A Billion Dollar RIA with Elaine BedelOct 10, 2017 Listen
Ep 040: Building A True Ensemble Practice Beyond Yourself And Training G2 Successors with Philip PalaveevOct 03, 2017 Listen
Ep 039: Using Behavioral Assessment Tools To Really Understand A Client's Wealth Building Potential with Sarah FallawSep 26, 2017 Listen
Ep 037: Leveraging Unique Centers Of Influence To Grow A Niche Advisory Firm For Doctors with Johanna Fox TurnerSep 12, 2017 Listen
Ep 036: Turning A Utilities Niche And A Radio Show Into A National Advisory Firm with Scott HansonSep 05, 2017 Listen
Ep 034: Becoming An Advisor and #FinTech Software Entrepreneur While Running Your Own Advisory Firm with Sheryl RowlingAug 22, 2017 Listen
Ep 033: Building An Online Marketing Machine That Takes Over Your Advisory Business with Jeff RoseAug 15, 2017 Listen
Ep 032: Building A Personal Brand Advisory Business Of Financial Planning And Online Money Management Courses with Brittney CastroAug 08, 2017 Listen
Ep 031: How To Properly Vet New Financial Advisors By Hiring For Attitude And Not Skills with Caleb BrownAug 01, 2017 Listen
Ep 030: Self-Publishing A Book To Establish Your Authority (As A 401(k) Expert) with Josh ItzoeJul 25, 2017 Listen
Ep 029: Attracting Baby Boomers Digitally To A True Retirement Decumulation Specialty with Dana AnspachJul 18, 2017 Listen
Ep 028: Scaling Up A $6B Independent RIA Using A Full-Time CEO As Chief Inspiration Officer with Michael NathansonJul 11, 2017 Listen
Ep 027: Reaching HNW Prospects Leveraging Targeted Research And Introductions with Amy ParvanehJul 04, 2017 Listen
Ep 026: Stop Asking For Referrals And Improve Your Referrability Index Instead with Steve WershingJun 27, 2017 Listen
Ep 025: Leveraging A TAMP To Roll Out Wealth Management Services In A CPA Firm with Tim DelaneyJun 20, 2017 Listen
Ep 024: How Mindset Drives Success And The 7 Freedoms Of Limitless Advisers with Stephanie BoganJun 13, 2017 Listen
Ep 023: Delivering Workplace Financial Wellness With A Salaried CFP Career Path with Liz DavidsonJun 06, 2017 Listen
Ep 022: Serving Gen X Professionals With A Net-Worth-Plus-Income Retainer Fee Model with Jude BoudreauxMay 30, 2017 Listen
Ep 021: Pivoting An Existing Advisory Firm To A Niche Serving Women In Transition with Evelyn ZohlenMay 23, 2017 Listen
Ep 020: Building A Successful Business By Giving Away 99% Of What You Do For Free with Michael Kitces May 16, 2017 Listen
Ep 019: The Evolution And Emergence Of A True Financial Planning Profession With Bob VeresMay 09, 2017 Listen
Ep 018: Taking Control Of Your Advisory Business So The Business Doesn’t Control You with Angie HerbersMay 02, 2017 Listen
Ep 017: Using Social Media and Blogging to Drive Business Growth As A Reformed Broker with Josh BrownApr 25, 2017 Listen
Ep 016: Building Authentic Client Relationships By Practicing Skills (Not Pursuing Passions!) with Deena KatzApr 18, 2017 Listen
Ep 015: Why Life Planning Is Simply Financial Planning Done Right with George KinderApr 11, 2017 Listen
Ep 014: Validating Your Advisor Value Proposition And Overcoming Imposter Syndrome With Carl RichardsApr 04, 2017 Listen
Ep 013: Succeeding As A Serial Financial Advisor Entrepreneur Serving Ultra-HNW Clients With Steve LockshinMar 28, 2017 Listen
Ep 012: Delivering Profitable Financial Planning to Millennials For A Monthly Retainer Fee with Sophia BeraMar 21, 2017 Listen
Ep 011: How Launching An Advisory Business Can Be Safer Than Working In One with Alan MooreMar 14, 2017 Listen
Ep 010: From Unpaid Intern to CEO and Successful Succession Planning with Eric HehmanMar 07, 2017 Listen
Ep 009: From Medicine to Holistic Financial Planning Using A Complexity-Based Retainer Model with Carolyn McClanahanFeb 28, 2017 Listen
Ep 008: Maximizing The Valuation Of A Financial Advisor’s Book, Practice, Or Business, with David GrauFeb 21, 2017 Listen
Ep 007: Building a Highly Profitable Lifestyle Practice by Age 35 with Matthew JarvisFeb 14, 2017 Listen
Ep 006: Improving Gender Diversity in the Financial Services Industry with Eleanor BlayneyFeb 07, 2017 Listen
Ep 005: The Rise Of The Professionally Managed Financial Advisory Firm With Mark TibergienJan 31, 2017 Listen
Ep 004: Building The Team Of A $4.5B RIA Serving HNW Clientele with Deb WetherbyJan 24, 2017 Listen
Ep 003: How to Become a More Referable Advisor with Julie LittlechildJan 17, 2017 Listen
Ep 002: Love-Affair Marketing and Amplifying Your Successful Business with Ron CarsonJan 10, 2017 Listen
Ep 001: Entrepreneurial Persistence And Building a $200M AUM Practice with Rick KahlerDec 28, 2016 Listen