All Episodes

Ep 495: Scaling To $3.5M Of (Flat-Fee) Revenue by Leaning into A Unique Retirement Income Approach with Bradley Clark

Ep 494: Training Next-Gen Advisors In Business Development By Getting Really Clear About Who They Serve And How They Help with Kristin Harad

Ep 493: Growing To $350M AUM By Putting Client Cash Flow At The Center Of The Planning Process with David Mozeika

Ep 492: Getting Your (Virtual) Team's Best Work Through Steward Leadership On The Growth Path To $500M with Mary Chapman

Ep 491: Earning Premium Planning Fees By Demonstrating Hard-Dollar Tax Savings For Business Owner Clients with Patrick Lonergan

Ep 490: Attracting And Retaining HNW Clients By Being More Available For Their Multigenerational Family Needs with Liz Miller

Ep 489: Winning More Clients By Talking Less And Reducing Friction For Prospects with Sara Grillo

Ep 488: Bringing Hiring In-House To Support Rapid Growth After Doubling AUM To $600M In One Year with Joe Schmitz Jr.

Ep 487: Building The Team And Tech To Serve Thousands Of (Advice-Only) Clients Efficiently with Lori Atwood

Ep 486: Lessons Learned from How Mega-RIAs Are Scaling Their People to Support Growth with Lisa Crafford

Ep 485: Exercises to Help Clients Better Navigate the Transition to Retirement After Having Done It Yourself with Michael Kay

Ep 484: Scaling To $1B AUM By Recognizing Your (Rainmaker) Strengths And Delegating The Rest with Jake Falcon

Ep 483: Closing (More Affluent) Clients in The First Meeting with an "Approach Talk" Method to Create Urgency with Erin Botsford

Ep 482: Growing To $500M AUM In 7 Years by Connecting with Your Ideal Clients on LinkedIn with Justin Brownlee

Ep 481: Leveraging Technology To Rapidly Scale Growth Delivering Financial Planning To Next Generation Clients with Adam Dell

Ep 480: Growing To $660M Of AUM By Leveraging SEO (And Now AEO) To Build A Durable Pipeline Of Good-Fit Prospects with Helen Stephens

Ep 479: Maintaining Good Work/Life Balance While Adding Advisors And 4Xing The Firm To $315M with Andy Panko

Ep 478: Fixing Advisory Firm Marketing Funnels So The Phone Actually Rings With Prospects with Kendra Wright

Ep 477: Finding Real Uses For AI Tools Not Just To Gain Efficiency But Create More (Customized) Value For Clients with Christopher Haigh

Ep 476: Making The Decision To Add A Partner (After Leaving A Partnership Yourself) While Approaching $500M AUM with Kathy Longo

Ep 475: Adding Deeper Tax Planning Capabilities (And Generating More Google Reviews In The Process) To Grow To $600M Of AUM with Erik Brenner

Ep 474: Gaining The Skills, Experience, And Team Needed To Serve UHNW Clients Effectively with Blair duQuesnay

Ep 473: Defending Against AI By Focusing On The Uniquely Human Aspects Of (Fiduciary) Life Planning with George Kinder

Ep 472: Going Deep Into Multigenerational Planning To Better Serve HNW Clients (Not Just Retain Their Assets) with Carli Smith

Ep 471: Growing To $475M In 7 Years While Making Yourself Dispensable Enough To Take A Personal Sabbatical with Dennis Morton

Ep 470: Growing To $500M AUM With An Evergreen HNW Client Service Calendar For Evergreen Fees with Debra Taylor

Ep 469: Specializing In (Sound) Income Sources For Retirees To Differentiate A $4B Advisor Enterprise with David Scranton

Ep 468: Navigating Accelerated Succession When Cancer Forces An Early Retirement with KayDee Cole

Ep 467: Crafting Effective Conversations To Build Business Development Rapport With Prospects with Derek Kinney

Ep 466: Doubling AUM From Under $300M To Over $600M In 3.5 Years By Making Investments To Systematize For Scale with Morgan Nichols

Ep 465: Making The Sell-Or-Keep Decision When You Hit A $260M AUM Wall with Todd Pisarczyk

Ep 464: Hiring A Director Of Talent To Shape The Development Of Next Generation Advisors (And The Lead Advisors Who Train Them) with Katie Calagui

Ep 463: Generating 10-15 Referrals Per Week By Coaching Clients To Make More Effective Introductions with David Stevens

Ep 462: Making The Tough Decision To Change Firms To Find The Path To Equity Ownership You're Seeking with Maggie Rapplean

Ep 461: Helping Clients Live Intentionally And Generously With Charitable Giving Events (That Also Drive New Growth) with Zac Larson

Ep 460: Establishing The Operational Systems It Takes To Truly Serve Ultra-HNW Clients Effectively with Stephanie Hughes

Ep 459: Working More Collaboratively With Clients' CPAs For Better Tax Planning (And Cross-Referral) Outcomes with Steven Jarvis

Ep 458: Overcoming Perfectionism Burnout While Still Serving Clients Well With A Standard Of "Calm Excellence" with Lisa Brown

Ep 457: Making Financial Planning Less Scary For New Clients By Focusing First On What Brings Them Joy with Larry Sprung

Ep 456: Expanding From $75M Solo To $260M Multi-Advisor Team By Creating A Company Blueprint Of How Clients Will Be Served with Hilary Hendershott

Ep 455: Adding Hard-Dollar Value For HNW Executives By Guiding Them In Negotiating For More (Equity) Compensation with Emily Shacklett

Ep 454: Turning Abstract Behavioral Finance Research Into Practical Tools To Better Client Outcomes with Dr. Daniel Crosby

Ep 453: Improving Efficiency By Turning Client Meetings Into Working Sessions So There Is Less Follow-Up To Manage with Becky Walsh

Ep 452: From $200M To $1.4B In 5 Years By Spending 15% Of Revenue On Marketing (That Still Works) with Gabriel Shahin

Ep 451: Evolving Your Leadership Style And Hiring Process As The Firm Grows From 1 To 20 Team Members with Maggie Kulyk

Ep 450: Adding $80M To Your Practice In 7 Years By Providing Financial Education Through Local Seminars with Ryan Morrissey

Ep 449: Growing To $2B AUM Organically By Setting High Client Service Standards with Michelle Perry Higgins

Ep 448: Attracting More Ultra-HNW Clients By Taking The Time To Due Diligence More Alternative Investments with Monish Verma

Ep 447: Getting A Healthy Flow Of New Clients From Centers Of Influence By Addressing The Referral Risk They Fear The Most with Dan Allison

Ep 446: Getting Known In Your Local (Facebook Group) Community To Quickly Add $30M In The First Two Years with Misty Lynch

Ep 445: Leveraging Educational YouTube Videos To Drive Hundreds Of New Clients Per Year with James Conole

Ep 444: Driving More Client Referrals In The First 100 Days By Crafting An Exceptional Onboarding Experience with Libby Greiwe

Ep 443: Going Deep With Business Owners And Real Estate Investors To Grow $200M Of AUM In 5 Years with Griffin Kirsch

Ep 442: Attracting $100M Per Month Of Like-Minded Clients By Being Vocal About (Divisive) Issues You're Passionate About with David Bahnsen

Ep 441: What It Really Takes To Implement And Scale Compliance As An Independent RIA Grows with Leila Shaver

Ep 440: Making Client Meetings More Consistent Across Multiple Advisors By Utilizing A "Money Personality" Assessment with Nina Hajjar

Ep 439: Scaling Financial Planning With Monday.com As A Project Management Hub In Lieu Of Wealthbox CRM with Alvin Carlos

Ep 438: Boosting Client Retention And Satisfaction By Asking Better Questions As Your Authentic Self with Nikki Savage

Ep 437: Becoming An IRA Expert To Differentiate By Charging The Highest Fee Instead Of The Lowest with Ed Slott

Ep 436: Hiring A Branding Firm To Figure Out The Best Way To Connect With Your Ideal Clients with Nicole Gopoian Wirick

Ep 435: When The Next-Gen "Wealth Builder" Offering Becomes The Main Driver Of Growth For A $1B+ Advisory Firm with Gideon Drucker

Ep 434: Attracting HNW Clients By Focusing Not On Estate But Legacy Planning Instead with Vanessa N. Martinez

Ep 433: When You 10X Your Advisory Firm To Over $20M Of Revenue… And Want To 10X Again with Cameron Passmore

Ep 432: Crafting 'Input Deliverables' That Show Financial Planning Value To Clients Without Creating Busy-work with Seth Scott

Ep 431: Successfully Navigating Money Conflicts Within Client Couples with Nick Rodkin

Ep 430: Navigating The Fast-Growth Hiring Challenges Of Scaling From Scratch To $5M Of Revenue In Just 7 Years with AJ Ayers

Ep 429: What It Takes To Really Help (HNW) Business Owners Navigate Their Wealth With Purpose with Ali Nasser

Ep 428: Leveraging (Salesforce) CRM To Really Systematize A Mid-Sized Advisory Firm with Lorie Jones

Ep 427: Finding The Director Of Operations That Can Rebuild Your Team To Get To The Next Level with Sten Morgan

Ep 426: Rolling Out An Equity Compensation Plan To Align The Entire Team On Client Service And Profitable Growth with Jennifer des Groseilliers

Ep 425: Implementing A Financial Planning Quality Control System To Improve Both Client Outcomes And Referrals with Sebastian Guerra

Ep 424: Executing A Successful Internal Succession Plan In The Private Equity Era Of Advisor M&A with David Grau Jr.

Ep 423: Expanding Across The Household By Helping (Affluent) Sandwich Generation Kids With Their Parents' Financial Needs with Cristina Livadary

Ep 422: Developing Your Leadership Skillset On The Path From Intern To President Of A $13B AUM Enterprise with Kay Lynn Mayhue

Ep 421: Integrating Tax Preparation Without Hiring In-House CPAs To Bring More Tax-Focused Value with Daniel Friedman

Ep 420: Making Financial Planning More Repeatable Without Losing The Customization Where Clients Prioritize What Matters Most with Michelle Underwood Gass

Ep 419: Attracting Clients Who Want To Align Their Investments With Their Values With A Sustainable Investing Approach with Peter Krull

Ep 418: Developing The "Middle" Management Layer To Scale Up Team Leadership Capacity For $3B Of AUM with Stacey McKinnon

Ep 417: Establishing Your Authority As An Expert By Following A Short Book Formula For Authorship with Paul G McManus

Ep 416: Avoiding The Compliance Headaches When Going RIA By Choosing A 'Supported Independence' Corporate RIA Platform with Fran Toler

Ep 415: Systematizing A Firm-Wide Planning Process By Leveraging Centralized Teams And A Ticketing Workflow System with Erika Wood

Ep 414: Narrowing Down The Focus To Byte-Sized Planning For Tech Employees To 10X To $50M AUM In Just 3 Years with Eric Franklin

Ep 413: Building An Internal Advisor Training Program To Solve The Talent Pipeline As A Growing $4B Advisory Firm with Kevin Leahy

Ep 412: 3X'ing The Business With No More Than 50 Great Clients By Hyperfocusing On Who You Can Add The Most Value For with Anjali Jariwala

Ep 411: Getting Clients Comfortable With Market Risk Using A More (Options-Based) Measured Risk Approach with Larry Kriesmer

Ep 410: Delivering Financial Planning Profitably To Every Client With A Focus On Accountability Over 'Just' Meetings with Emily Biehler

Ep 409: Adding 1,400 New Clients in a Year as an Extension of Doing (Profitable) Student Loan Consulting at Scale with Travis Hornsby

Ep 408: Merging Into A Mid-Sized Firm To Grow Something Together (And Have A Real Piece Of It) with Maddi Keegan

Ep 407: Building Retirement Portfolios With A Liability-Driven-Investing Approach To Manage Sequence Of Return Risk with Mark Asaro

Ep 406: Exiting To A Perpetual Purpose Trust To Facilitate Internal Leadership Succession Without Indebting G2 Advisors with Michael Kramer

Ep 405: When Being 'Youthful' Turns From A Liability To An Asset In Building Your (Long-Term) Advisory Business with Gaetano Sacco

Ep 404: The Evolution Of Specializing In College Planning To Work With Mid-Career Professionals Who Save with Ann Garcia

Ep 403: Carving Your Path As An Investment Nerd By Building A Fractional CIO Solution For Other Advisory Firms with Eric Stein

Ep 402: Accelerating Early Advisor Growth With A (Federal Employee) Specialization That Evolves Over Time with John Mason

Ep 401: One-On-One Advice Through Financial Wellness Programs To (Profitably) Expand The Reach Of Financial Planning with Zack Hubbard

Ep 400: Sizing Up Versus Scaling Up To Build An Enduring Advisory Business with Mark Tibergien

Ep 399: Maintaining Company Culture More Virtually (When Scaling Past $3B AUM With 10 Office Locations) with Kelli Kiemle

Ep 398: Building A $2.5B AUM Advisory Enterprise Under The Umbrella Of A National CPA Firm With Eric Wulff

Ep 397: Powering Growth To $1.2B Of AUM With An Intentional Focus On (Local) Acquisitions Of Retiring Advisors With Jaime Benedetti

Ep 396: Leveraging Business Coaches To Delve Deep Into A Divorce Specialization That Brings A Steady Flow Of Ideal-Fit Clients With Michelle Klisanich

Ep 395: The Rise Of Bank Financing To Fund Independent Advisor Acquisitions And Succession Plans With Dustin Mangone

Ep 394: Launching An Administrative Family Office Practice To Deliver Your Best Support To (HNW) Clients with Christi Van Rite

Ep 393: Taking The Risk Of A Multi-Million-Dollar Succession Loan To Make The Business What You Want It To Be with Alex Lewis

Ep 392: Crafting Your Specialization When There Is No Standard Playbook To Learn It with Kristopher Heck

Ep 391: Improving Efficiency (In A Solo Practice) By Eliminating What Clients Don't Really Care About Anyway with Christopher Jones

Ep 390: Helping Prospects Find Their Way To You Online With (Local) SEO with Brent Carnduff

Ep 389: Generating $5M In Hourly Planning Fees In The Blue Ocean Of Consumer Demand with Mark Berg

Ep 388: Transitioning To Independent RIA With Only $7M Of AUM To Turbocharge Growth With Website Local SEO with Freeman Linde

Ep 387: Merging A Fast-Growth Firm Into A Much Larger One To Get The Operations Monkeys Off Your Back with Jenny Martella

Ep 386: Turning Impostor Syndrome Anxiety Into A Strength That Drives Client Referrals with Dann Ryan

Ep 385: Unblocking Clients That Won't Implement With A Journey Of Financial Health with Danielle Howard

Ep 384: Growing An Advisor Career From (Bank) Assistant To Partner While Also Growing A Family with Hannah Provost

Ep 383: Leveraging YouTube Videos To Organically Grow 9X To $750M In Just 5 Years with Troy Sharpe

Ep 382: Helping Clients Stay The Course With A More Total Relationship Approach To Their Near-Term Cash Flow Needs with Tyson Ray

Ep 381: Helping Clients Go Beyond The Plan To Actually Implement As A Fractional Financial Behavior Officer with Ashley Quamme

Ep 380: Expanding Capacity For $500M Of Organic AUM Growth In Just 4 Years By Increasing The Density Of Team Talent with Andrew Leonard

Ep 379: Creating A Client Deliverable That Focuses On Behavior Over Returns With Custom Intelligrations with Hans Blake

Ep 378: Scaling Growth At 1/4th The Cost Of M&A By Wading Through The "No's" Of SmartAsset Leads with Michael Collins

Ep 377: Navigating A Major Health Event While Keeping Your Advisory Firm Going And Growing with Meredith Moore

Ep 376: Accelerating Growth To 30 Clients/Month With Affordable Advice(-Only) Services Where Clients Can Keep Control with Eric Simonson

Ep 375: Running 20+ Client Meetings Per Week By Systematizing The Meeting Prep And Follow-Up Process with Rob Schultz

Ep 374: Turning Your Marketing Loss Leader Into A Positive Revenue Diversifier By Getting Clear About The Value with Dianne Nolin

Ep 373: Transitioning To Launch A New RIA By Taking On Passive Investors For Startup Capital With Ben Hockema

Ep 372: Quadrupling Revenue By Restructuring Your Business Model To Reflect Your Entire Value To Clients with Melody Townsend

Ep 371: Pairing Equity Appreciation Rights With Partnership Equity To Retain Long-Term Advisor Talent With David Savir

Ep 370: Leveraging Google Reviews To Generate Inbound Local Prospects with Tim Goodwin

Ep 369: Breaking Through To New Growth By Changing Your Mindset Around Hiring (Complementary) Team Members with Michelle Ogden

Ep 368: Getting Real Social Media Marketing Results By Focusing On Your (Ideal) Client's Desire To Learn With Thomas Kopelman

Ep 367: When Being In Business With Your Spouse Doesn't Work Out And You Have To Start Over With Kimberly Enders

Ep 366: Avoiding The "Big Swap" Of Wealth And Health As Your Advisory Firm Grows with Stevyn Guinnip

Ep 365: Scaling Expanded Advice Services To 100+ Team Members In A $5B AUM Enterprise With Rob Nelson

Ep 364: Scaling Marketing To Sell A $2.2B Advisory Firm And Advising Advisors On The Lessons Learned From Selling, with Ted Jenkin

Ep 363: Finding The Best Networking Approach For Prospects (And New Career Opportunities) with Christa Madison

Ep 362: Developing Associate Advisor Compensation Plans And Career Tracks To Scale Capacity Past $1.5B AUM with Jeff Brown

Ep 361: Scaling A $2.4B Advisory Enterprise With Debt-Financed Acquisitions Into High-Productivity Pods, With Peter Tiboris

Ep 360: Growing To 100+ Clients With $100M+ AUM With Intentionality To Leave Time For Family With Suzanne Powell

Ep 359: Building A Financial Planning Assessment To Show Clients Progress And Value Over Time With Eric Miller

Ep 358: Accelerating Growth By Asking For Referrals After Celebrating Shared Success With Clients With Veronica Karas

Ep 357: Building A High-Tech High-Touch Advisory Firm With The Modern Advisor Tech Stack With Jon Henderson

Ep 356: Scaling To (Nearly) $2M Of Revenue As A Flat-Fee, Advice-Only Firm, With Sarah-Catherine Gutierrez

Ep 355: Scaling Worksite Financial Planning As An Employee Benefit For The Average Worker With Brad Arends

Ep 354: Making Advisor Transitions Less Scary With Effective Transition Preparation And Support Services With Grier Rubeling

Ep 353: Driving Growth By Setting A Clear Vision Of What You Do Best In Your Business(es) With Brett Danko

Ep 352: Finding Personal Scale By Leveraging Yourself Through Outsourced Delegation With Bridget Venus Grimes

Ep 351: Facilitating Successful Advisor Mergers & Acquisitions By Avoiding The Conflicts Of A Success Fee With Jessica Polito

Ep 350: The RIA Custodian As The All-In-One Investment Operating System Of The Future With Jason Wenk

Ep 349: Building The Marketing System Around Your Advisor Content To Get Real Marketing Results With Olivia Luper

Ep 348: Building Your Own Planning Spreadsheets To Show Clients What They Need To See With Jeff Jones

Ep 347: When The Firm You Sell To Gets Sold And You Have To Reinvent Yourself With Cary Carbonaro

Ep 346: Moving Procrastinating Clients To Yes Instead Of Selling As A Fee-Only Advisor With Jim Ludwick

Ep 345: Differentiating With Institutions And Ultra-High-Net-Worth Investors As A Serious Investment Firm With Lori Van Dusen

Ep 344: Scaling To $5B By Going Narrow And Deep Across Multiple Business Segments At Once With Brad Barrett

Ep 343: The Evolution Of Super-OSJ Platforms To Support Independent Advisors With Rita Robbins

Ep 342: Scaling To $1M Of Financial Planning Fee Revenue By Specializing In The Divorce Niche With Nancy Hetrick

Ep 341: Bolstering The Quality Of Advice By Deliberately Rotating Advisors For Each Client With Thor McIlrath

Ep 340: Operating Agreement As Pre-Nup: Splitting Away From Ensemble Partnership To Launch Your Own Firm With Melissa Joy

Ep 339: Resetting The Business For Its Next Stage Of Growth After Hitting The 10-Year Capacity Wall With Eric Roberge

Ep 338: Finding Your Why In Helping Clients Figure Out What To Retire Towards (Not From) With Tony Hixon

Ep 337: Becoming An 'Accidental' Entrepreneur When Independence Isn't Chosen But Forced By Circumstance With Danika Waddell

Ep 336: Showing Prospects An (Asset) Map To Generate More Advice Engagement With H. Adam Holt

Ep 335: Systematizing Succession and New Partner Transitions In A $1.5B Ensemble Enterprise With Timothy Wyman

Ep 334: Finding Clarity On Fees And Clients By Allowing The Business To Evolve Over Time With Meg Bartelt

Ep 333: Scaling A Small-Business-Owner Boutique To A $31M Retainer-Based Valuation With Jim Dew

Ep 332: Transitioning From (A Father's) Commissions-Based Practice To Fee-Based Planning As A G2 Advisor With Liz Hand

Ep 331: Getting Comfortable Hiring Advisors 'Early' As The Advisory Business Revenue Grows With Jake Northrup

Ep 330: Raising And Lowering Fee Minimums To Manage Growth Pace And Advisor Capacity With Ari Weisbard

Ep 329: When Scaling Gets (Operationally) Messy And Outsourcing Operations To Streamline Or Automate With Charesse Spiller

Ep 328: Turning Senior Housing Guidance From A Non-Discretionary Value-Add To A Pay-For-Value Service With Thomas West

Ep 327: Growing To $1B By Standing Out With Marketing The Competition Can't Mimic With Marc Horner

Ep 326: Finding Marketing Success By Building Spreadsheets To Track That Advisor Data With Erica Pauly

Ep 325: Building Success In The Financial Advice Business From A Financially Challenged Upbringing With Brenda Hiscock

Ep 324: Managing Revenue And Income Volatility Through The Scaling Phase Of Growth With Nancy Knous

Ep 323: Sustaining A $5B Advisory Firm To The Third Generation Of Leaders With Yonhee Choi Gordon

Ep 322: Developing New Advisors To Grow Their Books Of Business With A (Supported) Focus On Activity With Kent Skornia

Ep 321: Navigating The Financial Advisor Career Track In An Unfamiliar Culture With Danqin Fang

Ep 320: Navigating Hyper-Growth To Achieve Platform Scale For Independent Advisors With Jim Dickson

Ep 319: Competing For Big Clients As A Small Boutique With A Focus On Task Management With Jim Niedzinski

Ep 318: From So Many Clients To So Few: Transitioning From Retail Brokerage To The Multi-Family Office With Ali Swart

Ep 317: From Individual To Partnership: Managing The Merger Transition From Solo Practices With Jennifer Climo

Ep 316: Building A COO Society To Help Advisory Firms Scale Up Their Efficiency With Matt Sonnen

Ep 315: Learning Business Development By Consistently Being Seen Where Your Ideal Clients Are With Lisa Brown

Ep 314: Focusing On The Planning Work You Enjoy By Providing Outsourced Virtual CFP Services With Sue Chesney

Ep 313: Finding Rollover Opportunities By Specializing In Transitions After Layoffs With John Stokes

Ep 312: Resetting Your Work/Life Balance By Getting Paid For Expertise Instead Of (Just) Effort With Emily Rassam

Ep 311: Unlocking Growth By Asking For A Referral Commitment And Then Showing Value With Terry Parham Jr.

Ep 310: Filtering Down To The Most Impact-Weighted Work To Scale Client Value With Natalie Taylor

Ep 309: Leveraging Structured Notes To Differentiate A Highly-Leveraged $300M Solo Practice With Anh Tran

Ep 308: Accelerating Growth From Referrals By Building Checklists For Every Meeting Detail With Matthew Blocki

Ep 307: Dropping Your Broker-Dealer License Without Dropping The Broker-Dealer Platform With Stacey Hyde

Ep 306: Restructuring Partner Compensation And Roles To Align For The Next Stage Of Growth With Cean Kenefick-Rogers

Ep 305: Accelerating Growth Of (Fee-Only) Clients By Making It Clear You Have Nothing To Sell With Mindy Crary

Ep 304: Leveraging Surge Meetings To Find Efficiency With Client Reviews And New Client Onboarding With Chad Chubb

Ep 303: Pivoting From 'Robo' Investment Management To Financial Planning In South Africa With Louis van der Merwe

Ep 302: Structuring Your Ideal Week To Become A Highly-Leveraged Individual Advisor With Libby Greiwe

Ep 301: Guiding Clients To Design Their Rich Life With A Focus On Spending Dials Not Goals With Ramit Sethi

Ep 300: The Evolution Of The Advice Business At Scale And The True Power Of Brand With Joe Duran

Ep 299: Finding The Motivation To Grow Again With Authenticity And Client Significance With Tim Regan

Ep 298: Navigating The Evolution From Broker-Dealer To RIA Platform Leadership With Carolyn Armitage

Ep 297: From $0 To $70M In 2 Years By Leveraging Facebook Groups To Share Authentic Expertise With Andy Panko

Ep 296: Unblocking Clients Who Keep Not Implementing By Exploring Their Financial Psychology with Ed Coambs

Ep 295: Systematizing A Planning Process To Maximize The Return On Life For Clients with Shari Greco Reiches

Ep 294: Developing COI Referrals With Attorneys From An Attorney-Turned-Advisor with Neel Shah

Ep 293: Jumpstarting Growth By Showing Up Differently Where Prospects Are (Digitally) Concentrated with Anna N'Jie-Konte

Ep 292: Syndicating Private Real Estate Opportunities To Differentiate With HNW Clients with Matthew Topley

Ep 291: Managing Fast Growth And Slow Growth Of A Planning-Centric Advice Firm with Amy Irvine

Ep 290: Serving Neurodivergent Clients As A Financial Advisor With Autism with Andrew Komarow

Ep 289: Coming Together As A Partnership To Serve Your Collective Community with Kamila Elliott

Ep 288: Transitioning From (Divorce) Attorney To (Divorce-Specialized) Financial Advisor with Patrick Kilbane

Ep 287: Finding Solo Efficiency To Serve 50 Great Clients With $100M AUM with Jennifer Murray

Ep 286: Pursuing Intrapreneurship As A Path To Growth Within A Larger Firm with Matt Cosgriff

Ep 285: Fast-Tracking Growth As A Career Changer With A High-Touch Service To Your Prior Profession with Ryan Townsley

Ep 284: Sharing Centralized Resources To Create More Capacity And Scale For Advisors To Grow with Andy Schwartz

Ep 283: Using Mergers And Integrations As A Pathway For Talent (Not Just Client) Acquisition with Seth Streeter

Ep 282: From Executive Assistant To COO Scaling A $4B Advisory Firm with Allison Felix

Ep 281: Leveraging Tax Planning To Create Unique Value For Small Business Owners with Duncan Kelm

Ep 280: Overcoming The Pain Of Scaling: When The Second 100 Clients Is Harder Than The First with Brian Carney

Ep 279: Expanding The Impact Of Sustainable Investing For Ultra-HNW Families with Erika Karp

Ep 278: Separating Marketing From Sales To More Efficiently Scale Sustainable Growth with Derek Gregoire

Ep 277: Crafting A More Unique Value Proposition By Investing Into A More Focused Clientele with Lauren Oschman

Ep 276: Integrating Tax And Legal Services Under One Roof To Truly Scale A 'One-Stop Shop' with John Hagensen

Ep 275: Growing Organically Past $4B Of AUM With A Shared Ownership Mentality with Michael Chasnoff

Ep 274: Succession Planning vs Continuity Planning In A Seller's Market with Maria King

Ep 273: Scaling Yourself As An Advisor: Tucking In Or Institutionalizing Your Own IP with Penny Phillips

Ep 272: Streamlining Operations And Workflows With The Advisor CRM As The Centralized Hub with Kate Guillen

Ep 271: Right-Sizing Your Client Base To Operate As An Intentional High-Margin Solopreneur with Cady North

Ep 270: Managing Growth By Building A Team Of 'A' Players with Kyra Morris

Ep 269: Accelerating The Fee-Only Transition By Acquiring A Commission-Based Book Of Business with Michael Hartman

Ep 268: Centralizing Departments To Systematize And Scale A $2B AUM Advisory Business with Patti Brennan

Ep 267: Making The Business 'Fun' Again By Focusing On Your Core And Outsourcing The Rest with Jared Siegel

Ep 266: Reinventing The Wirehouse Model As An Employee-Owned Locally-Managed Partnership with Jim Gold

Ep 265: Connecting With Ultra-HNW Next Generation Heirs By Fostering Real Family Trust And Communication with Amy Castoro

Ep 264: Outsourcing Lead Generation To Accelerate Growth When Starting From Scratch with Dan Callahan

Ep 263: Building A High-Touch Boutique Firm Serving Tech Executives As Their Personal CFO with Joyce Franklin

Ep 262: Asking More Questions In The Discovery Process To Deepen Client Relationships With Melanie Milam

Ep 261: Replacing The AUM Fee With A Complexity-Based Fee For (Only) The Time It Really Takes with Andrew Miller

Ep 260: Breaking Bread Together To Build New Client Relationships As Their Financial Chef with David Ortiz

Ep 259: Facilitating An Internal Succession Plan As The Pathway To Put Clients First with Patricia Houlihan

Ep 258: Learning Advice Before Getting Clients: The Future Of Financial Advisor Career Tracks with Joe Pitzl

Ep 257: Deepening Client Relationships By Going Deeper For Clients In Transition with Beth Jones

Ep 256: Living On The Cutting Edge Of Advisor Technology To Build A Better Client Experience with Vincent Barbera

Ep 255: Using An Advice-Only Approach To Quickly Grow With DIY Validators with Cody Garrett

Ep 254: Maximizing A Firm's Human Capital To Better Scale Its Financial Advice with Eliza De Pardo

Ep 253: Generating Qualified Leads As A (Female) Advisor By "Cloning" Your Ideal Hypothetical Client with Robyn Crane

Ep 252: Navigating The (Non-Linear) Growth Path To $100M Of AUM In Under 5 Years with Kyle Moore

Ep 251: Accelerating Inbound Referrals By Planting Better Seeds With More (Radical) Relevance with Bill Cates

Ep 250: Connecting Better with Prospects By Sharing Stories Instead of Expertise with Deirdre Van Nest

Ep 249: Going Beyond Client Experience With Client Adventures To Drive Organic Growth with Drew Waldron

Ep 248: Scaling Diamond Teams Profitably By Charging Separate Planning Fees with J.D. Bruce

Ep 247: Systematizing How To 'Deliver Massive Value' To Charge What You're Really Worth with Matthew Jarvis

Ep 246: Finding The Right (Valuation) Formula To Give Everyone Buy-In For An Employee-Owned Advisory Firm with Jessica Hovis Smith

Ep 245: Leveraging The Entrepreneurial Operating System (EOS) To Scale An Ensemble Practice with John Kennedy

Ep 244: Taking A 'Financial Gym' Approach To Financial Coaching For Next-Generation Clients with Shannon McLay

Ep 243: Scaling $1B Of Organic Growth In Under 5 Years With Targeted Multi-Niche Online Education with James Bogart

Ep 242: Navigating A Family Succession Plan As The Successor To Build Your Own Future Vision with Charlotte Geletka

Ep 241: Scripting A "Values-Based Financial Planning" Business Development Process with Bill Bachrach

Ep 240: Driving Client Growth By Communicating Solutions In Practical Terms with Tom Gau

Ep 239: Creating Advisor Value By Helping Clients With Complexity Regardless Of Assets with Ryan Frailich

Ep 238: Breaking Away To Independence For Freedom To Serve Clients The Way You Want with Margaret Dechant

Ep 237: From Client Services Associate To President And Partner By Building Systems And Culture with Brittany Anderson

Ep 236: Crafting A Comfortable Sales Process Focused On Relationships And Relevance with Shauna Mace

Ep 235: Aligning Your Advisory Firm With Your Own (Progressive) Values with Georgia Lee Hussey

Ep 234: Charging Advice Fees To Help Clients Change Their Money Script with Yohance Harrison

Ep 233: Maximizing Your Productivity By Leveraging Your Time Not Your Technology with Patty Kreamer

Ep 232: Turning Your Personal Passion (For Financial Literacy) Into A Personal Brand with Jamie Bosse

Ep 231: From CPA Lifestyle Practice To Billion Dollar Multi-Generational RIA Enterprise with Michael Goodman

Ep 230: Showing Financial Planning Value As An AUM Advisor By Focusing The Conversation with Dan Moisand

Ep 229: Navigating The Evolution Of Financial Planning Over 50 Years Of Building with Alexandra Armstrong

Ep 228: Accelerating Growth By Paying To Outsource Prospecting And Lead Generation with Jeremy Keil

Ep 227: Achieving Financial Security By Serving 50 Great Clients In Your (LGBTQ) Community with Leighann Miko

Ep 226: Building CPA Alliances To Reach A More Affluent Clientele To Serve with Paul Saganey

Ep 225: Generating A Positive Marketing ROI With Direct Mail Seminar Events with Matt Gulbransen

Ep 224: Crafting A 5-Step Process To Add Value As A "Thinking Partner" for Clients with Amy Mullen

Ep 223: Finding Success In Succession By Building Towards The Successor's Vision with Marianela Collado

Ep 222: Scaling Growth By Separating Prospecting And Leadership From Client Advice with Jonathan Kuttin

Ep 221: Earning More Client Referrals By Cultivating Community Through Client Events with Miye Wire

Ep 220: Taking A Tech Startup Approach To Building And Pivoting Your Advisory Firm with Shane Mason

Ep 219: Serving Families Of Multi-Generational Wealth By Tackling The Personal Problems That Money Exacerbates with Coventry Edwards-Pitt

Ep 218: Jumpstarting Growth By Getting Paid To Market Your Own Expertise with Maura Griffin

Ep 217: Creating Value For Next-Generation Clients By Focusing On Actions Over Projections with Sophia Bera

Ep 216: The Financial Advisor As Curator And Redefining The Value Of Financial Expertise with Jason Zweig

Ep 215: Tracking The Client's (Non-Portfolio) Results To Price Your Financial Planning Retainer Fee with Shawn Tydlaska

Ep 214: Building A Premium Advice Service By Niching With Ultra-High Net Worth Divorcees with Olivia Summerhill

Ep 213: A Policy-Based Financial Planning Approach To Advising Clients Through Uncertainty with Dave Yeske

Ep 212: The Professional Paraplanner As (Virtual) Support And A Career Path Unto Itself with Alex Hopkin

Ep 211: How A Clear Marketing Focus Can Make The Sales Process Easier with Kristin Harad

Ep 210: Growing Your Client Base By Making Advice The "Product" And Quantifying Its Value with Sten Morgan

Ep 209: Launching Your Own (Niche) Practice As A Pathway To Becoming A Partner In A Larger Advisory Firm with Forrest Baumhover

Ep 208: Offering In-House Tax Preparation To Supplement Revenue And Enhance Client Retention with Debbie Freeman

Ep 207: Building A High-Touch Practice Starting From Scratch Straight Out Of School with Lindsay Elwood-Goetz

Ep 206: (Re-)Building The Practice You Want After Your Former Firm Tries To Stop You From Breaking Away with Drew Stotler

Ep 205: Differentiating From The Crowd By Pursuing A Specialized Clientele Of Cross-Border (Swiss) Expatriates with Marina Hernández

Ep 204: Being Able To Just Focus On Clients By Choosing To Be An Employee Advisor At A Growing Firm with Blair DuQuesnay

Ep 203: Adapting Financial Advisor Marketing To The Pandemic By Sticking With What (Virtually) Works with Maribeth Kuzmeski

Ep 202: Improving Client Follow-Thru On Advice By Scaling A Quick-Touch Monthly Meeting Model with Pam Capalad

Ep 201: Building A Scalable Advisor Marketing Engine That Eliminates Reliance On Rainmakers Or Referrals with John Wernz

Ep 200: Scaling A Successful Business Beyond Yourself By Constantly Reinventing Your Role with Michael Kitces

Ep 199: The Barbell Approach To Building A High-Income And Broad-Reach Lifestyle Practice with Morgen Rochard

Ep 198: How The Creator Of The 4 Percent Rule Applied It For His Clients And His Own Retirement with Bill Bengen

Ep 197: Starting Over After A Non-Compete To (Re-)Build The Advisory Business You Really Want with Ashby Daniels

Ep 196: Partnering With A Center Of Influence To Rapidly Grow In A Focused Niche with Daniel Hannoush

Ep 195: Own Your Future By Continuously Reinvesting In Yourself To Build The Advisory Career You Want with Echo Huang

Ep 194: Aligning Values To Clients With Sustainable Investing And Becoming B Corp Certified with Lisa Cooper

Ep 193: Turning Operations Experience Into A Virtual Assistant Outsourcing Solution with Michelle Wong

Ep 192: Breaking Away From A Wirehouse To Build A True Fiduciary Multi-Family Office with Paul Pagnato

Ep 191: Carving Your Own Career Path To Create A Role That Fits Your Unique Strengths with Tiffany Charles

Ep 190: Scaling An Advisory Firm By Finding New Talent Outside The Financial Services Industry with Stacey McKinnon

Ep 189: Experimenting With Advisor Marketing To Find The (Digital) Formula That Works For You with Taylor Schulte

Ep 188: Leading With Directly-Held Real Estate Advice To Differentiate Traditional Wealth Management with Rich Arzaga

Ep 187: Adopting Alternative Fee Models To Expand Your Clientele And Change The Complexion Of Wealth with Emlen Miles-Mattingly

Ep 186: Digital Marketing Strategies for Financial Advisors with Samantha Bezar

Ep 185: Becoming A Financial Coach As An Alternative To The Traditional Financial Advisor Business Model with Christine Teh

Ep 184: Building A Premium Financial Planning Experience To Sustain A Premium Advisory Fee with Reese Harper

Ep 183: Structuring Your Advisory Business To Manage Your Time And Fit Your Natural Strengths with Hannah Moore

Ep 182: How Private Wealth Management In A Multi-Family Office Differs From Traditional Financial Planning with Richard Joyner

Ep 181: Pivoting To A New And Better Marketing Approach After Your First Niche Misses with Benjamin Brandt

Ep 180: Getting A Year's Worth Of Growth Every Month By Going All-In On A Clear Target Market with Ryan Inman

Ep 179: Investment Banking For Wealth Management And The Evolution Of Advisor Enterprise Value with Elizabeth Nesvold

Ep 178: Blogging Your Way Into A Successful Niche By Simply Pursuing Your Own Curiosity with Daniel Zajac

Ep 177: Career-Changing To Become A Financial Advisor In The Midst Of A (Financial Crisis And) Bear Market with Sara Stanich

Ep 176: Understanding The Landscape Of Employee Vs Independent Advisor Broker-Dealer Platforms with Mindy Diamond

Ep 175: The Importance Of Family Dynamics To Make (Business) Time And Regain Control Of Work/Life Balance with Travis Parry

Ep 174: Leveraging Zapier And PreciseFP To Weave Together Independent Advisor Open Architecture with Shanna Tingom

Ep 173: Growing To $250M In 5 Years By Crafting A More Specialized Client Experience with Andrew Leonard

Ep 172: Finding The Intersection Of Fulfillment And Profitability With A Niche Of Special Needs Families with Minoti Rajput

Ep 171: Transitioning From Successful Wholesaling To Financial Advisors To Becoming One Instead with Tom Kennedy

Ep 170: Eschewing The Industry's 'Growth Imperative' And Crafting Your Advisory Business With Intention Instead with Patrick Tucker

Ep 169: Combating Advisory Fee Compression By Unbundling Investment Management And Financial Planning Fees with Alexandra Levi

Ep 168: Building An Advisory Firm That Can Be Sold Even When Your Name Is Still On The Door with Erin Botsford

Ep 167: Creating More Buy-In To Change Financial Behaviors With A Life Planning Approach With Scott Frank

Ep 166: How Organic Growth Begets More Growth: The Size Bonus Of Building A Local And National Advisor Brand with Peter Mallouk

Ep 165: Navigating Broker Protocol When The Firm You Start With Isn't The One You Want To Stick With - with Steve Kampschmidt

Ep 164: Making The Hard Transition From Financial Advisor To Business Owner Of Your Advisory Firm with Julia Carlson

Ep 163: Building A Fast-Growth Practice Without Prospecting By Working Under A Credit Union with Michael Gennawey

Ep 162: Efficiently Expanding In-Depth Financial Planning Services To Move Beyond The AUM-Only Model with Tim Bickmore

Ep 161: Cultivating The Right Firm Culture With A Reality-Based Leadership Approach with Tessa Felix

Ep 160: Accelerating Growth By Spending More Than 10% Of Revenue On Marketing (That Works) with Gabriel Shahin

Ep 159: Navigating Financial Advisor Career Opportunities Under The Employee Model with Kelly Shikany

Ep 158: Leveraging Outsourcers To Go From Employee To Independent Without Building It All Yourself with Steph Bruno

Ep 157: Building Your Own Personal Brand To Complement And Not Compete With Your Advisory Firm with Peter Lazaroff

Ep 156: Establishing Next Generation Career Tracks And Business Development Training For Long-Term Sustainability with DeLynn Zell

Ep 155: Eschewing A Bricks-And-Mortar Office For Reduced Overhead And (Virtual) Flexibility with Derek Notman

Ep 154: (Re-)Igniting Your Advisor Marketing By Defining Client Avatars And Removing Impediments To Action with Mary Beth Storjohann

Ep 153: Generating More Productive Referrals By Closing The Gap Of Prospects Who Are Referred But Never Call with Dan Allison

Ep 152: Getting Comfortable With Sales By Simply Seeking To Find Qualified Prospects To Inform with Beverly Flaxington

Ep 151: Expanding Your Advisory Firm's Reach With A Retail Prosperity Pie Shoppe with Luna Jaffe

Ep 150: Getting Unstuck And Re-Aligning Fees To Build The Solo Advisory Firm You Want with Tanya Nichols

Ep 149: Managing Capacity And Ensuring Continuity For Clients By Selling Without Retiring with Susan John

Ep 148: Building A Small-Town LGBTQ Niche While Coming Out To Your Broker-Dealer with Laura LaTourette

Ep 147: Developing Next Generation Advisor Talent With An Internal 2-Year Mentoring Program with Jeff Dobyns

Ep 146: Systematizing Financial Planning Progress For Clients With Your Own Wealth Management Index with Ross Levin

Ep 145: Systematizing Reviews Of Client Tax Returns By Building Software To Automate It with Roger Pine

Ep 144: The Past, Present, And Future Evolution Of The RIA Custody Model with Tom Bradley

Ep 143: Getting Local Clients Via Google Search With A Niche Of Serving Independent Women with Cathy Curtis

Ep 142: Creating A Structured Relationship-Building Calendar To Enhance Trust With Affluent Clients with Matt Oechsli

Ep 141: Building The Differentiated Foundation For Successful Advisor Marketing with Kristen Luke

Ep 140: Transforming Your Advisory Business By Shifting Your Mindset After Hitting The (10-Year) Capacity Wall with Adam Cmejla

Ep 139: Plugging In For Large Firm Support To Refocus Your Time On Clients Instead with Michele Clark

Ep 138: Leveraging A Media PR Strategy To Attract Ultra-High-Income (Millennial) Clients with Douglas Boneparth

Ep 137: The Evolution Of How Financial Advisors Solve Client Problems Across Industry Channels with Lou Tranquilli

Ep 136: Leveraging Risk Tolerance And Financial Planning Software Upfront To Deepen Conversations With Prospects with Nina O'Neal

Ep 135: Developing The Systematized Business Development And Financial Planning Playbooks To 10X Your Advisory Business with Kathryn Brown

Ep 134: Positioning A Family-Owned Advisory Business For The Next Generation Of Growth with Andrew Altfest

Ep 133: Joining As Sibling Partners To Launch A Joint Advisory And Accounting Firm with Danna Jacobs

Ep 132: Finding The Confidence To Avoid Discounting And Charge The Fee You're Really Worth with Linda Leitz

Ep 131: The (Nearly) $1B Solo Advisor: Scaling Up Client Focus By Outsourcing Everything Else with Dan Goldie

Ep 130: From Cold-Calling To Cold-Knocking And Growing An Advisory Firm Through Two Maternity Leaves with Ashley Micciche

Ep 129: Building The Lifestyle Practice Of Your Dreams By Selling Your Firm And Starting Over with Donna Skeels Cygan

Ep 128: Advising Small Business Owners By Helping Them Increase Their Own Enterprise Value with Justin Goodbread

Ep 127: Creating A Stewardship Report To Show Your Ongoing Value To [401(k) Or Other] Clients with Jania Stout

Ep 126: Climbing The Path Of Personal Development To Partnership At A Large RIA with Martine Lellis

Ep 125: The Upside Opportunity Of Finding Out Your Advisory Firm Is Being Sold with Sabrina Lowell

Ep 124: Insourcing Vs Outsourcing To Manage Overhead Expense Ratios While Scaling An Advisory Firm with Shirl Penney

Ep 123: Buying Out A Retiring Founder & Funding Future Growth By Recapitalizing With Well-Aligned Patient Capital with Brent Brodeski

Ep 122: Splitting Client-Facing Duties From The Mid- And Back-Office With A 'Supported Independence' Model with Jeff Concepcion

Ep 121: Crafting A Differentiated Investment Process By Engaging Clients And Community with Rachel Robasciotti

Ep 120: Building A Personal Finance Media Brand By Focusing On Being Your Authentic Self with Manisha Thakor

Ep 119: Career-Changing Into Financial Planning By Creating A Niche Serving Your Former Profession with Kenneth Robinson

Ep 118: Passion Prospecting To Small Business Owners Through A Niche With Bass Fishermen with Jared Reynolds

Ep 117: Forming A Specialized Advice Process To Add Real Value In Serving Small Business Owners with Josh Patrick

Ep 116: Building A Consumer Media And Author Presence To Gain Credibility As A 'Small' Independent Advisor with Harold Evensky

Ep 115: Building The Confidence To Turn A Personal Mission Into An Advisory Firm Niche with Hilary Hendershott

Ep 114: Why Creating A Great Client Experience Is About More Than Just Great Service with Dennis Moseley-Williams

Ep 113: Scaling An Advisory Firm To Serve A Greater Mission Beyond Yourself with Stacy Francis

Ep 112: Finding The Time To Get The Right People Into The Right Seat Of Your Advisory Firm with Andrea Schlapia

Ep 111: Why The Right Advisory Fee To Charge Is The One That Not All Clients Say "Yes" To with Jim Stackpool

Ep 110: Adapting The 4-Hour Work Week Into A Highly Profitable 4-Month Work Year Lifestyle Practice with Micah Shilanski

Ep 109: How A Retirement Researcher Implements Retirement Planning For His Own Clients with Jon Guyton

Ep 108: How To Take A Sabbatical Even When Your Clients Depend Primarily On You with Lisa Kirchenbauer

Ep 107: Using Podcasting As A Marketing Strategy To Attract (Retirement Niche) Clients with Roger Whitney

Ep 106: Empowering Widows Financially By Helping Them Navigate The 3 Stages of Widowhood with Kathleen Rehl

Ep 105: Growing An Advisory Firm By Pairing Young Advisors To Acquired Books Of Business From Retiring Advisors with Chip Munn

Ep 104: How Financial Coaching Skills Enhance The Financial Planner's Value Proposition with Saundra Davis

Ep 103: Finding Success As A Great Financial Planner Without The Need For Business Development Or Partnership with Kathleen Kenealy

Ep 102: Transitioning From Wirehouse To Independence with Michael Henley: Is The Grass Really Greener?

Ep 101: Financial Advisors As Adherence Partners To Deliver Advice That Actually Sticks with Moira Somers

Ep 100: Scaling A Financial Life Management Firm By Starting With Client Intentions Instead Of Goals with Joe Duran

Ep 099: Finding Better Alignment Of Values And Belief Systems By Focusing On A Religious Niche with Rob West

Ep 098: Deepening Client Relationships With A Political Niche To Find Shared Beliefs with Zach Teutsch

Ep 097: Transitioning From Financial Coach to Financial Planner Serving Underserved Communities with Phuong Luong

Ep 096: The 7 Pillars Of Running An Advisory Firm Like A Real Business with Stephanie Bogan

Ep 095: The Never-Ending Process Of Iteratively Building An Advisory Firm with Linda Lubitz Boone

Ep 094: Crafting Your Optimal Solo Practice By Simply Charging What You're Worth with James Osborne

Ep 093: Building A High-Income Lifestyle Practice Efficiently By Running It Like A Real Business with Sunit Bhalla

Ep 092: Taking More Vacation Time By Standardizing Workflows And Processes In Your Advisor CRM with Jennifer Goldman

Ep 091: Increasing The Value Of Advice By Focusing On Life-Centered Planning For Transitions Not Goals with Mitch Anthony

Ep 090: Scaling An Advisory Firm Beyond Yourself By Systematizing The Soft Skills with Julie Murphy

Ep 089: The Truth About Advisor Marketing And The Scalable Delivery Of Financial Advice with Ric Edelman

Ep 088: Learning A More Genuine Sales Conversation Approach To Better Turn Prospects Into Clients with Nancy Bleeke

Ep 087: Going Independent To Run Your Advisory Firm With The Systems And Clients You Want with René Nourse

Ep 086: Mastering Marketing As A Solo Advisor By Simply Sharing Your Authentic Self with Eric Roberge

Ep 085: Boosting Firm Productivity With A Financial Planning Resident Program With Elissa Buie

Ep 084: Re-Energizing After A Mid-Career Crisis With A Focus On Next Generation Talent Development With Diane Compardo

Ep 083: Switching To The Right Independent Broker-Dealer By Understanding Its Profit Centers With Jon Henschen

Ep 082: Insights From The History Of Financial Planning Since The First CFP Class with Ben Coombs

Ep 081: Expanding Access To Financial Planning Advice By Offering Financial Doing Instead with Louis Barajas

Ep 080: Navigating The Path From High Volume Insurance Agent To Focused Financial Planner with Matthew Blocki

Ep 079: Niching From The Start To Turbo-Charge $250k Of Recurring Planning Fees In Only 3 Years with Anjali Jariwala

Ep 078: Understanding And Serving The Needs Of Truly Ultra-High-Net-Worth Investors with Charlotte Beyer

Ep 077: Creating A Partnership Constitution To Formalize Decision-Making For A Multi-Partner Advisory Firm with Tanya Rapacz

Ep 076: Why Financial Therapy Is Better Than Financial Advice To Help Clients Change Their Behavior with Kristy Archuleta

Ep 075: Walking Away From RIA Partnership To Scratch Your Own Entrepreneurial Itch with Kathy Longo

Ep 074: Why Solo Financial Advisor Success Is All About Self-Confidence In Your Own Value with Diane MacPhee

Ep 073: Why Successful Advisor Marketing Is More About Staffing Than Spending with Sheri Fitts

Ep 072: The Financial Mechanics Of Buying Into An Advisory Firm And RIA Valuation Trends with Dave DeVoe

Ep 071: Appointing a Chief Planning Officer to Ensure Firm-Wide Consistency in Financial Planning Advice with Peggy Ruhlin

Ep 070: Taking Leaps Of Faith As An Introverted Career Changer To Build A Successful Advisory Firm with Sue Stevens

Ep 069: Interrupting The Pattern With The Philosophy That Each Client Is The Only Client with Barry Glassman

Ep 068: Becoming A Non-Revenue-Producing Partner In A Multi-Niche Financial "Design" Firm with Heather Fortner

Ep 067: The Future Of The Broker-Dealer Model As Advisor Support Without FINRA Or Products with Elliot Weissbluth

Ep 066: Turbocharging Inorganic Growth With Outside Capital To Fund Mergers & Acquisitions with Adam Birenbaum

Ep 065: Building A True One-Stop Shop Advisory Firm To Drive Organic Growth with Peter Mallouk

Ep 064: Scaling Up To $1.4M Of Revenue With (Only) Hourly Financial Planning Fees with Mark Berg

Ep 063: Overcoming A Material U-4 Disclosure To Build A $125M AUM Advisory Firm with Kevin Kroskey

Ep 062: Building A High-Income Lifestyle Practice By Engaging With Clients Deeply And Unfiltered with Lee Munson

Ep 061: Starting A Gen X/Y Financial Planning Firm While Also Starting A Family with Mary Beth Storjohann

Ep 060: The Written Job Description As A Financial Plan For Employee Talent Development with Kelli Cruz

Ep 059: Systematizing The Financial Life Planning Process To Increase Your Money Quotient with Carol Anderson

Ep 058: Custom Designing Your Office For A Better Data Gathering Experience with David Armstrong

Ep 057: Marketing Your Way To $1B Of AUM In 10 Years With E-Books And Radio Shows with Ted Jenkin

Ep 056: The Opportunities In Providing Hourly As-Needed Financial Advice For The Middle Market with Sheryl Garrett

Ep 055: Separating Management From Ownership On The Path To $10B of AUM with Tim Kochis

Ep 054: Lessons Of An Advisory Firm Merger And Launching Your Own Advisor FinTech Company with Greg Friedman

Ep 053: How Compassionate Communication Makes Us "No Longer Awkward" With Grieving Clients with Amy Florian

Ep 052: Why Today's Technology Tools Are The Golden Age Of Advisor FinTech with Joel Bruckenstein

Ep 051: What Robo-Advisors Can Teach Human Advisors About Evidence-Based Behavioral Finance with Dan Egan

Ep 050: The Value Of Hiring A Financial Advisor Coach To Maintain Your Business Focus With Tracy Beckes

Ep 049: Getting Paid For (Hourly) Financial Planning By Packaging Financial Advice with Anna Sergunina

Ep 048: Creating Tangible Advisor Marketing Messages For Intangible Financial Planning Services with Gail Graham

Ep 047: Pursuing An Operations Career Path In An Advisory Firm With HIFON Study Group Support With Shaun Kapusinski

Ep 046: Training Financial Advisor Empathy And Communication Skills Through The CeFT Designation with Susan Bradley

Ep 045: Compensating Employees For Profits Instead Of Revenue So They Understand The Advisory Business with Rebecca Pomering

Ep 044: Structuring A Successful Internal Succession Plan As A 25-Year-Old Buyer with Jake Kuebler

Ep 043: Navigating The Internal Succession Planning Turning Point As An Advisory Firm Founder with Marty Kurtz

Ep 042: Building Group Financial Wellness Classes To Expand The Reach Of Financial Advice with Carol Craigie

Ep 041: Structuring A Leadership Team And Family Succession Plan In A Billion Dollar RIA with Elaine Bedel

Ep 040: Building A True Ensemble Practice Beyond Yourself And Training G2 Successors with Philip Palaveev

Ep 039: Using Behavioral Assessment Tools To Really Understand A Client's Wealth Building Potential with Sarah Fallaw

Ep 038: From Wirehouse Cold Calling Scripts To The Flexibility Of Independence with Winnie Sun

Ep 037: Leveraging Unique Centers Of Influence To Grow A Niche Advisory Firm For Doctors with Johanna Fox Turner

Ep 036: Turning A Utilities Niche And A Radio Show Into A National Advisory Firm with Scott Hanson

Ep 035: Investing In Your CRM And Your Team To Systematically Grow Your Advisory Business with Cheryl Holland

Ep 034: Becoming An Advisor and #FinTech Software Entrepreneur While Running Your Own Advisory Firm with Sheryl Rowling

Ep 033: Building An Online Marketing Machine That Takes Over Your Advisory Business with Jeff Rose

Ep 032: Building A Personal Brand Advisory Business Of Financial Planning And Online Money Management Courses with Brittney Castro

Ep 031: How To Properly Vet New Financial Advisors By Hiring For Attitude And Not Skills with Caleb Brown

Ep 030: Self-Publishing A Book To Establish Your Authority (As A 401(k) Expert) with Josh Itzoe

Ep 029: Attracting Baby Boomers Digitally To A True Retirement Decumulation Specialty with Dana Anspach

Ep 028: Scaling Up A $6B Independent RIA Using A Full-Time CEO As Chief Inspiration Officer with Michael Nathanson

Ep 027: Reaching HNW Prospects Leveraging Targeted Research And Introductions with Amy Parvaneh

Ep 026: Stop Asking For Referrals And Improve Your Referrability Index Instead with Steve Wershing

Ep 025: Leveraging A TAMP To Roll Out Wealth Management Services In A CPA Firm with Tim Delaney

Ep 024: How Mindset Drives Success And The 7 Freedoms Of Limitless Advisers with Stephanie Bogan

Ep 023: Delivering Workplace Financial Wellness With A Salaried CFP Career Path with Liz Davidson

Ep 022: Serving Gen X Professionals With A Net-Worth-Plus-Income Retainer Fee Model with Jude Boudreaux

Ep 021: Pivoting An Existing Advisory Firm To A Niche Serving Women In Transition with Evelyn Zohlen

Ep 020: Building A Successful Business By Giving Away 99% Of What You Do For Free with Michael Kitces

Ep 019: The Evolution And Emergence Of A True Financial Planning Profession With Bob Veres

Ep 018: Taking Control Of Your Advisory Business So The Business Doesn't Control You with Angie Herbers

Ep 017: Using Social Media and Blogging to Drive Business Growth As A Reformed Broker with Josh Brown

Ep 016: Building Authentic Client Relationships By Practicing Skills (Not Pursuing Passions!) with Deena Katz

Ep 015: Why Life Planning Is Simply Financial Planning Done Right with George Kinder

Ep 014: Validating Your Advisor Value Proposition And Overcoming Imposter Syndrome With Carl Richards

Ep 013: Succeeding As A Serial Financial Advisor Entrepreneur Serving Ultra-HNW Clients With Steve Lockshin

Ep 012: Delivering Profitable Financial Planning to Millennials For A Monthly Retainer Fee with Sophia Bera

Ep 011: How Launching An Advisory Business Can Be Safer Than Working In One with Alan Moore

Ep 010: From Unpaid Intern to CEO and Successful Succession Planning with Eric Hehman

Ep 009: From Medicine to Holistic Financial Planning Using A Complexity-Based Retainer Model with Carolyn McClanahan

Ep 008: Maximizing The Valuation Of A Financial Advisor's Book, Practice, Or Business, with David Grau

Ep 007: Building a Highly Profitable Lifestyle Practice by Age 35 with Matthew Jarvis

Ep 006: Improving Gender Diversity in the Financial Services Industry with Eleanor Blayney

Ep 005: The Rise Of The Professionally Managed Financial Advisory Firm With Mark Tibergien

Ep 004: Building The Team Of A $4.5B RIA Serving HNW Clientele with Deb Wetherby

Ep 003: How to Become a More Referable Advisor with Julie Littlechild

Ep 002: Love-Affair Marketing and Amplifying Your Successful Business with Ron Carson

Ep 001: Entrepreneurial Persistence And Building a $200M AUM Practice with Rick Kahler