ÜBER DIESEN PODCAST 🔗
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.
Hosts:
Aktualisierungshäufigkeit:
every 10 days
Durchschnittliche Audiolänge:
30 minutes
Gastinterviews
Englisch
Vereinigte Staaten
7 Folgen
seit 22. Juli 2026
episodic
IN DIESEM PODCAST 🔗
NEUESTE FOLGEN 🔗
In this episode of Profit & Practice, host Max Holvik speaks with Brad Wales, founder of Transition to RIA, a consulting firm focused exclusively on helping financial advisors understand whether and how to transition their practice to the RIA model. Max and Brad unpack the biggest misconception…
VERGANGENE FOLGEN SUCHEN
Vorhandene Folgen von Profit & Practice durchsuchen.
FRÜHERE EPISODEN 🔗
In this episode, Cameo Roberson, founder of Atlas Park Consulting, joins us to talk about the four silent revenue leaks costing advisory firms growth, why $200 million to $1 billion in AUM is often a firm's "messy middle", and what leadership needs to align on before a big hire or new technology. C…
In this episode of Profit and Practice, host Max Holvik speaks with Catherine Tindall, a CPA and the principal of Dominion Enterprise Services. Max and Catherine dive deep into the weeds of financial management, tax optimization, and partnership accounting. While wealth management firm financials a…
In this episode, Joe Popper, founder of Popper Tech Team, joins us to talk about cybersecurity, IT and AI in the wealth management space. As technology failures and security breaches become make-or-break business problems, Joe shares real-world cautionary tales and actionable frameworks for impleme…
In this episode of Profit & Practice, host Max Holvik sits down with Darci Smith, founder of Roklyn Consulting, to discuss the complex and rapidly evolving landscape of recruiting within the RIA space. While many firms lament a "talent shortage," Darci explains why the industry is actually suff…
In the inaugural episode of Profit and Practice, host Max Holvik welcomes Angela Giombetti, the Chief Marketing Officer at Wealthspire. Angela is an award-winning marketing executive and is also the founder of ‘The In Crowd’ network. Having previously worked together at Private Ocean, Max and Angel…
Profit & Practice explores the business decisions that determine whether a wealth management firm thrives or struggles. Hosted by Max Holvik, CFA, also known as The Advisor's CFO. First episodes drop in August: follow now so they're waiting for you. www.TheAdvisorsCFO.com
Das waren alle Folgen dieses Podcasts
Rechtliche Hinweise: Der auf dieser Seite eingebettete Podcast und das Bildmaterial stammen von Max Holvik, CFA, das Eigentum seines Eigentümers ist und nicht mit Listen Notes, Inc. verbunden ist oder von diesen unterstützt wird.
PODCAST-SUCHMASCHINE
Auf unserer Website können Sie3,822,751-Podcasts und195,640,325-Folgen nach Personen, Orten oder Themen durchsuchen.
If I have seen further than others, it is by listening to podcasts and standing upon the shoulders of
giants.
‐ Isaac "Llamacorn" Newton
VERGANGENE FOLGEN SUCHEN
Vorhandene Folgen von Profit & Practice durchsuchen.
DIESEN PODCAST BEANSPRUCHEN
Why to claim podcasts?
If you are a podcaster, the best way to manage your podcasts on Listen Notes is by claiming your Listen Notes
podcast pages.
It is a great, free way to engage the podcast community and increase the visibility of your podcasts.
After claiming your Listen Notes podcast pages, you will be able to:
✓
Manually refresh the RSS feed to sync up
✓
Get a verified badge (
✓
) alongside with your podcast name on Listen Notes
✓
Post Kleinanzeigen for sponsorship,
guests, co-hosts,
cross-promotion...
✓
Respond to listener comments on Listen Notes
✓
Use speech-to-text techniques to transcribe your show and
edit transcripts
✓
Improve the presence of your podcasts, e.g., self-service
Podcaster-Interview...
✓
If you share your Listen Notes page and at-mention @ListenNotes
on X (formerly Twitter),
unser offizieller X-Account (ehemals Twitter) will retweet to promote
your show to our followers.
Coming soon:
◯ Self-service promotion on Listen Notes
◯ Track your podcast stats on Listen
Notes, e.g., listens, page
views...
◯ Manage episodes
BEARBEITEN
Vielen Dank, dass Sie uns helfen, die Podcast-Datenbank auf dem neuesten Stand zu halten.
