Welcome To The Most Popular Podcast For Financial Advisors

It was in 2015 that I first heard the analogy: success is like an iceberg. There’s a small portion above the surface that everyone can see – growing assets under management and staff headcount, the (hopefully polished) website and marketing about the great work the firm does for clients, and perhaps some industry accolades and recognition.

But just as with the iceberg, most of a business’ success lies beneath the surface. That’s where the hard work is found – the perseverance, discipline, and dedication – along with the doubts and fears, the sacrifices, and the setbacks and failures.

The problem is that we only see the above-the-surface portion of everyone else’s iceberg, but are intimately familiar with the entirety of our own iceberg, including all the stresses and challenges that lurk beneath the surface.

Leaving you to wonder: why is running an advisory business so hard for me, when it seems like it’s so easy for everyone else?

And so I decided to create a podcast – Financial Advisor Success – to not just share stories of successful financial advisors, but to try to dive beneath the surface of successful advisory firms, and reveal not just that they’ve been successful, but how they became successful, the steps they took, and more importantly the challenges they faced and successfully navigated along the way.

Because if there’s one thing I’ve learned over the years, it’s that every advisory business has challenges and setbacks; what defines the most successful advisory businesses is not whether they experience difficulties, but their ability to figure out how to overcome them.