All Episodes
Financial Advisors Want To Know Podcast — 103 episodes
Ep 102: Getting Entity Structure Right for Growth and Succession
Ep 101: Is Going Independent Worth It?
Ep 100 (Part 2): Maximize Your Value: The Accounting & Tax Foundation of Business and Succession Planning
Ep 100: Maximize Your Value: The Accounting & Tax Foundation of Business and Succession Planning
Ep 99: How to Prepare for an SEC Exam
Ep 98: Building the Right Legal Foundation for Your RIA
Ep 97: The RIA Lifecycle: From Launch to Growth to Exit
Ep 96: Why Profitability Problems Aren’t Productivity Problems
Ep 95: Navigating Consolidation, RIAs, and Advisor Control
Ep 94: Why Client Reviews Are No Longer Optional
Ep 93: What Women Want From Their Financial Advisor
Ep 92: 2025 Autumn Tax Planning for Advisors
Ep 91: Budgeting, Forecasting & Capacity for RIAs
Ep 90: Why Succession Is the Ultimate Fiduciary Act
Ep 89: The Secret to Scaling Without Burning Out
Ep 88: How to Plan Events That Actually Work
Ep 87: How to Build Trust Quickly with Prospects and Clients
Ep 86: Simplifying Health Insurance for Your Practice and Clients
Ep 85: Key Compliance Missteps and How to Avoid Them
Ep 84: How to Serve More Clients Without Sacrificing Quality or Time
Ep 83: Key Insights on Buy-Sell Agreements and Succession Planning
Ep 82: How Video Can Build Your Brand and Attract Clients
Ep 81: Is Going RIA the Right Move for You?
Ep 80: How to Scale Your Team for Growth in Wealth Management
Ep 18: The Misconceptions About Adoption & Foster Care for Financial Advisors
Ep 79: What It Really Takes to Go Independent as an Advisor
Ep 78: How to Conduct a Tech and Operations Audit for Your Firm
Ep 77: How to Maximize the Work Opportunity Tax Credit for Your Clients
Ep 76: The Key to Successful Succession Planning
Ep 75: How to Build Trust With Female Clients
Ep 74: How to Get Clients to Follow Through on Your Recommendations
Ep 73: The Top 5 Metrics Every Advisor Needs to Measure
Ep 72: How to Prioritize Growth Efforts For Your Firm
Ep 71: How to Build a Scalable, Strategic Business with a Turnkey System
Ep 70: Strategies For Moving Past Comfort Zones and Achieving Growth
Ep 69: How AI Is Streamlining Operations and Saving Time
Ep 68: How to Build a Culture of Compliance in Your Practice
Ep 67: Deal Structures that Work for Successful Practice Transitions
Ep 66: How Prioritizing Health Can Boost Your Practice's Success
Ep 65: How to Build a Future Proof Practice as a Financial Advisor
Ep 64: How to Master Testimonials in The Modern Age
Ep 63: How to Evaluate and Optimize WealthTech Stacks for RIAs
Ep 62: How an Outsider's Perspective Can Transform Your Firm's Growth
Ep 61: How to Reclaim Your Time and Boost Your Bottom Line
Ep 60: How AI Can Streamline Client Meetings and Compliance
Ep 59: How to Prospect Without Fear of Failure
Ep 58: How Emotions Shape Decisions in Wealth Management
Ep 57: The Power of Invisible Scripts
Ep 56: The "Ins and Outs" of Annual EOS Planning
Ep 55: Behavioral Finance and the Psychology of Wealth
Ep 54: What to Look for When Reviewing Life Insurance Policies
Ep 53: How Executive Assistants Drive Growth and Efficiency
Ep 52: How Small Growing RIAs Can Compete in Today's Environment
Ep 51: How to Navigate SEC Marketing Rules and Avoid Violations
Ep 50: How to Leverage Health Savings Accounts (HSAs) for Long-Term Client Success
Ep 49: How to Elevate Your Client Experience with Systems, Workflows, & Tech
Ep 48: The Future of Client Acquisition for Millennial and Gen Z Clients
Ep 47: Introduction to Dominion Enterprise Services with Catherine Tindall, CPA
Ep 46: How Financial Advisors Can Attract Top Talent
Ep 45: Should You Add Tax Services to Your Practice?
Ep 44: How Trust Services Can Grow Your Practice
Ep 43: How to Create a Lifestyle Practice and a High Growth Practice
Ep 42: How to Implement Financial Planning Before a Product Recommendation
Ep 41: The Power of Housing Wealth in Retirement Planning
Ep 40: How to Leverage Social Media for Organic Growth
Ep 39: The Power of Emotion in Email Marketing
Ep 38: How to Start Creating Content and Build Influence
Ep 37: How to Start Your Own Podcast and Navigate Compliance
Ep 36: How to Successfully Transition from IBD to RIA
Ep 35: Why Healthcare Planning Matters for Advisors
Ep 34: How to Build Client Service Success
Ep 33: How to Navigate a Successful Partner Split
Ep 32: Valuation, Market Multiples, Succession Planning for Practices
Ep 31: How to Build a Community of Advisors and COIs
Ep 30: Create Processes to Work Less and Love Your Business
Ep 29: How to Enhance Your Video Presence
Ep 28: How to Find Candidates and Screen for the Right Fit
Ep 27: Discover Your Niche and Craft Your Positioning
Ep 26: How to Leverage Technology with Maus: A Strategic Planning Software
Ep 25: How to Avoid Burnout and Understanding the Reasons Behind It
Ep 24: All Things Corporate Transparency Act
Ep 23: How to Think Through Exit Planning
Ep 22: How to Engage Your Email List Through the Power of Storytelling
Ep 21: Why Clients Sabotage Their Finances and How to Help
Ep 20: How to Best Implement Tax Planning for Clients
Ep 19: The Benefits of Paraplanning
Ep 17: How to Effectively Implement an EOS System
Ep 16: How to Plan For a Purpose Driven Retirement
Ep 15: How to Set Up a 401K Plan
Ep 14: How to Implement Artificial Intelligence
Ep 13: How to Enhance Your Website
Ep 12: How to Speed Up Growth Without Increasing The Marketing Budget
Ep 11: Handling Internal Succession to Family Members
Ep 10: Launching a Firm by Buying a Portion of Another Practice
Ep 9: Equity Sharing and Compensation Issues for Running Practices
Ep 8: Pricing, Packaging, & Positioning Advice for a Fee
Ep 7: Charitable Giving and Donor-Advised Funds
Ep 6: When Clients Divorce, What Does the Advisor's Role Need to Be?
Ep 5: How to Control Your Marketing Through the Power of an Email List
Ep 4: When S-Corps Go Bust: A Warning for Financial Advisors
Ep 3: How to Attract More Referrals From Clients Without Asking with Maribeth Kuzmeski, PhD
Ep 2: How to Master Social Media with Mando Sallavanti III, CFP®, CEPA
Financial Advisors Want to Know: What’s going on with the Employee Retention Credit?