OM DENNE PODKAST 🔗
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.
Verter:
Opdateringsfrekvens:
weekly
Gjennomsnittlig lydlængde:
96 minutes
Gæsteinterviews
Har sponsorer
Engelsk
USA
511 episoder
siden 28. desember 2016
episodic
AUDIENCE OF THIS PODCAST 🔗
~58.18% of listeners are from United States.
🇺🇸
US
58.18%
🇬🇧
GB
14.14%
🇮🇪
IE
11.68%
🇸🇬
SG
2.27%
🇿🇦
ZA
2.09%
🇨🇦
CA
1.48%
🇦🇺
AU
1.36%
🇦🇪
AE
0.90%
🇩🇪
DE
0.81%
🇪🇸
ES
0.74%
🇮🇳
IN
0.66%
🇯🇵
JP
0.48%
🇵🇭
PH
0.30%
🇵🇱
PL
0.29%
🇲🇽
MX
0.29%
🇷🇴
RO
0.27%
🇮🇱
IL
0.25%
🇸🇪
SE
0.24%
🇧🇷
BR
0.24%
🇲🇿
MZ
0.24%
🇨🇿
CZ
0.23%
🇳🇱
NL
0.22%
🇲🇾
MY
0.19%
🇸🇦
SA
0.19%
🇹🇭
TH
0.19%
🧅
T1
0.14%
🇬🇭
GH
0.14%
🇹🇼
TW
0.12%
🇧🇲
BM
0.11%
Others
1.56%
* Data source: directly measured on Listen Notes. i sanntid
NYESTE EPISODE 🔗
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…
SØK BLANT TIDLIGERE EPISODER
Søk etter gamle episoder av Financial Advisor Success.
SISTE EPISODER 🔗
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…
How do you know you're making the right decision, especially when every option comes with trade-offs? Whether you're making career decisions or leading a growing advisory firm, today's guest offers practical lessons on building a business that aligns with your values while creating long-term succes…
What makes a financial advisor stand out? The answer isn't a better logo or tagline—it's building a personal brand that stands out in the eyes of good-fit clients and ensures their work is in sync with their values.
Sheri Fitts is a marketing strategist, and she joins the show to explain why every…
Whether you're looking to scale your advisory firm, improve your marketing strategy, or build a stronger brand presence, today's guest offers practical insights into how he has successfully done all that and more.
David Brooks is the founder of Retire SMART, an RIA based in Omaha, Nebraska, that …
Your client review meetings could become your firm's biggest competitive advantage. Today's guest shares how her advisory firm has refined a structured client review process over more than 25 years, creating a consistent meeting cadence that improves efficiency while strengthening long-term client …
Ansvarsfraskrivelse: Podkasten og kunstværket, det finnes indlejret på denne siden, er fra Michael Kitces, som tilhører dens eier og ikke er tilknyttet eller godkjent av Listen Notes, Inc.
PODKAST SØGEMOTOR
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En investering i kunnskap gir best avkastning, så jeg lytter til podkaster.
‐ Benjamin "Llamacorn" Franklin
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Søk etter gamle episoder av Financial Advisor Success.
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