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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.
Presentadores:
Frecuencia de actualización:
every 10 days
Duración media del audio:
30 minutes
Entrevistas a invitados
Inglés
Estados Unidos
7 episodios
desde 22 de julio de 2026
episodic
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ÚLTIMO EPISODIO 🔗
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…
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EPISODIOS ANTERIORES 🔗
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
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