このポッドキャストについて 🔗
The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an experienced advisor who's hit a wall, we're here to give you the insights and inspiration you need to break through and reach the level of success you want to achieve. Subscribe to the show, and get even more at the leading industry blog Nerd's Eye View at www.Kitces.com.
ホスト:
更新頻度:
weekly
平均音声長:
96 minutes
ゲストインタビュー
スポンサーがいる
英語
アメリカ合衆国
515 エピソード
2016年12月28日から
episodic
AUDIENCE OF THIS PODCAST 🔗
~58.38% of listeners are from United States.
🇺🇸
US
58.38%
🇬🇧
GB
13.92%
🇮🇪
IE
11.50%
🇸🇬
SG
2.23%
🇿🇦
ZA
2.11%
🇨🇦
CA
1.45%
🇦🇺
AU
1.37%
🇦🇪
AE
0.88%
🇩🇪
DE
0.82%
🇪🇸
ES
0.72%
🇮🇳
IN
0.69%
🇯🇵
JP
0.47%
🇵🇭
PH
0.30%
🇲🇽
MX
0.30%
🇵🇱
PL
0.29%
🇧🇷
BR
0.27%
🇷🇴
RO
0.26%
🇮🇱
IL
0.25%
🇸🇪
SE
0.24%
🇲🇿
MZ
0.24%
🇨🇿
CZ
0.23%
🇳🇱
NL
0.21%
🇲🇾
MY
0.19%
🇸🇦
SA
0.19%
🇹🇭
TH
0.19%
🧅
T1
0.14%
🇬🇭
GH
0.14%
🇹🇼
TW
0.12%
🇧🇲
BM
0.10%
🇦🇷
AR
0.10%
🇹🇷
TR
0.10%
Others
1.60%
* Data source: directly measured on Listen Notes. リアルタイム
最新エピソード 🔗
Strong financial planning relationships often come from being willing to meet clients where they are, understand what matters to them, and adapt service around their lives. This episode explores how a more personal approach to client service can both strengthen trust and build client loyalty (leadi…
以前のエピソード 🔗
What if building a successful financial planning business didn't mean constantly adding more clients, hiring more people, and working longer hours? This episode explores how advisors can think differently about the size of their practice, the level of service they want to provide, and what a sustai…
While some advisors work at multiple firms throughout their careers, others work their way up within a single firm. Today's guest shares how she climbed the ladder from serving as an unpaid intern to CEO of the same, now-$3.4 billion, RIA.
Neela Hummel is the CEO of Abacus Wealth Partners, and sh…
A discovery meeting can either feel like a sales conversation or the beginning of a relationship where a prospect feels genuinely understood. Today's guest believes the difference comes down to how advisors lead the conversation, listen to what prospects are actually saying, and guide them towards …
What if growing your financial planning firm didn't have to mean giving up the lifestyle you worked so hard to create? For today's guest, building a successful advisory firm has meant finding ways to grow while protecting her time, energy, and freedom.
Ashlee deSteiger is co-owner of Gunder Wealth…
An effective discovery process not only can help an advisor better understand prospects' unique situations, but also can increase the rate at which they become full-time clients. Today's guest shares how he has developed a discovery process that has converted every prospect who has gone through it …
Standing out as a true retirement expert: today's guest shares how she systemized her service by leaning into decumulation planning and running multiple tests on client plans to give them greater confidence that they will meet their retirement goals.
Dana Anspach is the founder of Sensible Money,…
While it can seem like video content is everywhere, creating educational videos doesn't automatically result in viewers (or new clients) for financial advisors. Which suggests that taking a structured, evidence-based approach to video content could lead to a greater return on investment and a more …
Making the decision to downsize after growing can be shocking, but might also be the best decision for work-life balance. Today's guest shares the lessons she learned from growing her firm to more than 100 clients, before ultimately deciding that downsizing was the right choice.
Carolyn McClanaha…
Key metrics can not only show how your advisory firm is performing, but also whether your team is thriving. Today's guest builds a 'killer' scorecard to track the metrics that matter – from client engagement and new business activity to employee time off and retention – as well as why she shares va…
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