OM DENNA PODDSÄNDNING 🔗
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.
Värdar:
Uppdateringsfrekvens:
every 11 days
Genomsnittlig ljudlängd:
31 minutes
Gästintervjuer
Engelsk
USA
9 avsnitt
sedan 22 juli 2026
episodic
I DENNA PODDSÄNDNING 🔗
SENASTE AVSNITTET 🔗
In this episode of Profit & Practice, host Max Holvik speaks with Molly Pierce, CEO of Track That Advisor, about turning messy firm data into better growth decisions. Molly explains why most advisors don’t know what “normal” looks like, why leading indicators matter more than ROI, and how break…
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TIDIGARE AVSNITT 🔗
In this episode of Profit & Practice, host Max Holvik speaks with Nathan Parkhouse, founder of Nathan Parkhouse Advisory, who spent 25 years in wealth management, including 20 years building his own practice before restructuring it to run beyond him and selling it at 4.25 times revenue. Nathan …
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…
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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Ansvarsfriskrivning: Podcasten och konstverket som är inbäddat på den här sidan är från Max Holvik, CFA, som är dess ägares egendom och inte anslutet till eller godkänt av Listen Notes, Inc.
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