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Welcome To The Most Popular Podcast For Financial Advisors

Interviews with leading advisors and industry consultants, practice management tips, and a behind-the-scenes look at how the best advisory firms are built and run.

The Financial Advisor Iceberg Principle Infographic
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The Iceberg Illusion

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.

Listen & Learn

Hear the stories of successful advisors – from firms both large and small, lifestyle and enterprise, RIA and broker-dealer, employee and owner, and everything in between – or from leading industry consultants that work with financial advisors to help make us all more successful…

We go deep when other podcasts merely show the tip of the iceberg! In each 90+ minute episode, you’ll get to hear the perspectives on what real financial advisors are really doing beneath the surface!

Our goal is to make sure all listeners have at least one instantly actionable idea they can implement right away, no matter where they are in their advising career.

Not sure what a podcast is or how to listen to one? Learn more about podcasts here.

Kind Words From Current Listeners

Valuable insight for financial planners
Michael Kitces does an amazing job at interviewing a wide-range of professionals within the financial planning & advisory space. What I really love about it all, is that he steers the conversation in a way that highlights takeaways that us planners/advisors (new or old) can take into practice.
E_Leider
A Must For Any Financial Planner
These podcasts are great and a must for any Financial Advisor. Host does a great job of going in depth in a world where “behind the scenes” information is hard to find. I’m a new FA and I’ve learned more from these podcasts that I do at my firm.
Apple iTunes Review
My new favorite podcast
I look forward to each new episode and am amazed that something resonates with me in each and every episode. The selection of guests is top notch and the advice and information is priceless. This podcast has definitely inspired and helped me in my practice.
Apple iTunes Review
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Start Listening Now

Ready to check out the Financial Advisor Success podcast? With more than 100 episodes, we know it’s a lot to take in at once… so we’ve built a simple system to help you get started with the right episode for you!

The first option is to simply listen to the latest episode, and see what you think. You can always go from there back to our archives.

Find the Perfect Episode to Start With

Don’t want to start with the most recent episode of the podcast? Click here to go back to the beginning and check it out from the start: Episode number 1.

Or alternatively, select from one of the topics below to pick and choose which of our 100+ episodes are best for you!

#FASuccess Ep 151: Expanding Your Advisory Firm's Reach With A Retail Prosperity Pie Shoppe, with Luna Jaffe
Topics: Innovative Business Models
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#FASuccess Ep 150: Getting Unstuck And Re-Aligning Fees To Build The Solo Advisory Firm You Want, With Tanya Nichols
Topics: Developing Team/Talent | Going Independent | Marketing/Growth | Solo Advisor
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#FASuccess Ep 149: Managing Capacity And Ensuring Continuity For Clients By Selling Without Retiring, with Susan John
Topics: Succession Planning
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#FASuccess Ep 148: Building A Small-Town LGBTQ Niche While Coming Out To Your Broker-Dealer, With Laura LaTourette
Topics: Innovative Business Models | Marketing/Growth | Niches/Specialization | Succession Planning
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#FASuccess Ep 147: Developing Next-Generation Advisor Talent With An Internal 2-Year Mentoring Program, with Jeff Dobyns
Topics: Large Firm | Marketing/Growth | Succession Planning
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#FASuccess Ep 146: Systematizing Financial Planning Progress For Clients With Your Own Wealth Management Index, With Ross Levin
Topics: Large Firm | Marketing/Growth | Succession Planning
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#FASuccess Ep 145: Systematizing Reviews Of Client Tax Returns By Building Software To Automate Them, with Roger Pine
Topics: Industry Consultants | Innovative Business Models
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#FASuccess Ep 144: The Past, Present, And Future Evolution Of The RIA Custody Model, with Tom Bradley Jr.
Topics: Innovative Business Models | Large Firm
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#FASuccess Ep 143: Getting Local Clients Via Google Search With A Niche Of Serving Independent Women, with Cathy Curtis
Topics: Marketing/Growth | New Advisor/Career Changer | Niches/Specialization | Solo Advisor
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#FASuccess Ep 142: Creating A Structured Relationship-Building Calendar To Enhance Trust With Affluent Clients, With Matt Oechsli
Topics: Industry Consultants | Marketing/Growth
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#FASuccess Ep 141: Building The Differentiated Foundation For Successful Advisor Marketing, with Kristen Luke
Topics: Industry Consultants | Marketing/Growth
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#FASuccess Ep 140: Transforming Your Advisory Business By Shifting Your Mindset After Hitting The (10-Year) Capacity Wall, with Adam Cmejla
Topics: Coaches | Niches/Specialization
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#FASuccess Ep 139: Plugging In For Large Firm Support To Refocus Your Time On Clients Instead, with Michele Clark
Topics: Going Independent | Large Firm
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#FASuccess Ep 138: Leveraging A Media PR Strategy To Attract Ultra-High-Income (Millennial) Clients, with Douglas Boneparth
Topics: Going Independent | Marketing/Growth | Niches/Specialization
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#FASuccess Ep 137: The Evolution Of How Financial Advisors Solve Client Problems Across Industry Channels, with Lou Tranquilli
Topics: Going Independent | Marketing/Growth
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#FASuccess Ep 136: Leveraging Risk Tolerance And Financial Planning Software Upfront To Deepen Conversations With Prospects, with Nina O’Neal
Topics: Marketing/Growth
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#FASuccess Ep 135: Developing The Systematized Business Development Playbooks To 10X Your Advisory Business, with Kathryn Brown
Topics: Developing Team/Talent | Marketing/Growth
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#FASuccess Ep 134: Positioning A Family-Owned Advisory Business For The Next Generation Of Growth, with Andrew Altfest
Topics: Developing Team/Talent | Succession Planning
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#FASuccess Ep 133: Joining As Sibling Partners To Launch A Joint Advisory And Accounting Firm, With Danna Jacobs
Topics: Going Independent | Innovative Business Models | Marketing/Growth
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#FASuccess Ep 132: Finding The Confidence To Avoid Discounting And Charge The Fee You're Really Worth, with Linda Leitz
Topics: New Advisor/Career Changer | Succession Planning
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#FASuccess Ep 131: The (Nearly) $1B Solo Advisor: Scaling Up Client Focus By Outsourcing Everything Else, with Dan Goldie
Topics: Solo Advisor
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#FASuccess Ep 130: From Cold-Calling To Cold-Knocking And Growing An Advisory Firm Through Two Maternity Leaves, with Ashley Micciche
Topics: Marketing/Growth | Niches/Specialization
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#FASuccess Ep 129: Building The Lifestyle Practice Of Your Dreams By Selling Your Firm And Starting Over, with Donna Skeels Cygan
Topics: Innovative Business Models | Solo Advisor
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#FASuccess Ep 128: Advising Small Business Owners By Helping Them Increase Their Own Enterprise Value, with Justin Goodbread
Topics: Niches/Specialization
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#FASuccess Ep 127: Creating A Stewardship Report To Show Your Ongoing Value To [401(k) Or Other] Clients, With Jania Stout
Topics: Innovative Business Models | Large Firm | Niches/Specialization
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#FASuccess Ep 126: Climbing The Path Of Personal Development To Partnership At A Large RIA, with Martine Lellis
Topics: Large Firm | Succession Planning
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#FASuccess Ep 125: The Upside Opportunity Of Finding Out Your Advisory Firm Is Being Sold, with Sabrina Lowell
Topics: Large Firm | Succession Planning
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#FASuccess Ep 124: Insourcing Vs Outsourcing To Manage Overhead Expense Ratios While Scaling An Advisory Firm, with Shirl Penney
Topics: Innovative Business Models | Large Firm
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#FASuccess Ep 123: Buying Out A Retiring Founder & Funding Future Growth By Recapitalizing With Well-Aligned, Patient Capital, With Brent Brodeski
Topics: Large Firm | Succession Planning
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#FASuccess Ep 122: Splitting Client-Facing Duties From The Mid- And Back-Office With A "Supported Independence" Model, with Jeff Concepcion
Topics: Industry Consultants | Innovative Business Models
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#FASuccess Ep 121: Crafting A Differentiated Investment Process By Engaging Clients And Community, with Rachel Robasciotti
Topics: Innovative Business Models | Niches/Specialization
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#FASuccess Ep 120: Building A Personal Finance Media Brand By Focusing On Being Your Authentic Self, with Manisha Thakor
Topics: Marketing/Growth | Niches/Specialization
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#FASuccess Ep 119: Career-Changing Into Financial Planning By Creating A Niche Serving Your Former Profession, with Kenneth Robinson
Topics: New Advisor/Career Changer | Niches/Specialization
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#FASuccess Ep 118: Passion Prospecting To Small Business Owners Through A Niche With Bass Fishermen, with Jared Reynolds
Topics: Marketing/Growth | Niches/Specialization
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#FASuccess Ep 117: Forming A Specialized Advice Process To Add Real Value In Serving Small Business Owners, with Josh Patrick
Topics: Niches/Specialization
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#FASuccess Ep 116: Building A Consumer Media And Author Presence To Gain Credibility As A "Small" Independent Advisor, With Harold Evensky
Topics: Large Firm | Marketing/Growth
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#FASuccess Ep 115: Building The Confidence To Turn A Personal Mission Into An Advisory Firm Niche, With Hilary Hendershott
Topics: Niches/Specialization
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#FASuccess Ep 114: Why Creating A Great Client Experience Is About More Than Just Great Service, with Dennis Moseley-Williams
Topics: Industry Consultants | Niches/Specialization
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#FASuccess Ep 113: Scaling An Advisory Firm To Serve A Greater Mission Beyond Yourself, With Stacy Francis
Topics: Innovative Business Models | Niches/Specialization
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#FASuccess Ep 112: Finding The Time To Get The Right People Into The Right Seat Of Your Advisory Firm, With Andrea Schlapia
Topics: Developing Team/Talent | Industry Consultants
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#FASuccess Ep 111: Why The Right Advisory Fee To Charge Is The One That Not All Clients Say "Yes" To, With Jim Stackpool
Topics: Industry Consultants | Innovative Business Models
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#FASuccess Ep 110: Adapting The 4-Hour Work Week Into A Highly Profitable 4-Month Work Year Lifestyle Practice, with Micah Shilanski
Topics: Innovative Business Models | Niches/Specialization
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#FASuccess Ep 109: How A Retirement Researcher Implements Retirement Planning For His Own Clients, With Jon Guyton
Topics: Innovative Business Models | New Advisor/Career Changer
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#FASuccess Ep 108: How To Take A Sabbatical Even When Your Clients Depend Primarily On You, With Lisa Kirchenbauer
Topics: Innovative Business Models | Solo Advisor
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#FASuccess Ep 107: Using Podcasting As A Marketing Strategy To Attract (Retirement Niche) Clients, with Roger Whitney
Topics: Innovative Business Models | Marketing/Growth | Niches/Specialization
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#FASuccess Ep 106: Empowering Widows Financially By Helping Them Navigate The 3 Stages of Widowhood, with Kathleen Rehl
Topics: Niches/Specialization
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#FASuccess Ep 105: Growing An Advisory Firm By Pairing Young Advisors To Acquired Books Of Business From Retiring Advisors, With Chip Munn
Topics: Developing Team/Talent | Innovative Business Models | Large Firm
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#FASuccess Ep 104: How Financial Coaching Skills Enhance The Financial Planner's Value Proposition, with Saundra Davis
Topics: Behavioral Finance | Coaches
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#FASuccess Ep 103: Finding Success As A Great Financial Planner Without The Need For Business Development Or Partnership, With Kathleen Kenealy
Topics: Developing Team/Talent | Large Firm | New Advisor/Career Changer
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#FASuccess Ep 102: Transitioning From Wirehouse To Independence: Is The Grass Really Greener? With Michael Henley
Topics: Going Independent
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#FASuccess Ep 101: Financial Advisors As Adherence Partners To Deliver Advice That Actually Sticks with Moira Somers
Topics: Behavioral Finance | Industry Consultants
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#FASuccess Ep 100: Scaling A Financial Life Management Firm By Starting With Client Intentions Instead Of Goals with Joe Duran
Topics: Innovative Business Models | Large Firm | Marketing/Growth
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#FASuccess Ep 099: Finding Better Alignment Of Values And Belief Systems By Focusing On A Religious Niche with Rob West
Topics: Niches/Specialization
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#FASuccess Ep 098: Deepening Client Relationships With A Political Niche To Find Shared Beliefs with Zach Teutsch
Topics: Innovative Business Models | Niches/Specialization
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#FASuccess Ep 097: Transitioning From Financial Coach to Financial Planner Serving Underserved Communities With Phuong Luong
Topics: New Advisor/Career Changer | Niches/Specialization
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#FASuccess Ep 096: The 7 Pillars Of Running An Advisory Firm Like A Real Business With Stephanie Bogan
Topics: Coaches | Industry Consultants
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#FASuccess Ep 095: The Never-Ending Process Of Iteratively Building An Advisory Firm with Linda Lubitz Boone
Topics: Large Firm | Succession Planning
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#FASuccess Ep 094: Crafting Your Optimal Solo Practice By Simply Charging What You're Worth With James Osborne
Topics: Innovative Business Models | Solo Advisor
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#FASuccess Ep 093: Building A High-Income Lifestyle Practice Efficiently By Running It Like A Real Business with Sunit Bhalla
Topics: New Advisor/Career Changer | Niches/Specialization | Solo Advisor
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#FASuccess Ep 092: Taking More Vacation Time By Standardizing Workflows And Processes In Your Advisor CRM with Jennifer Goldman
Topics: Industry Consultants | Innovative Business Models
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#FASuccess Ep 091: Increasing The Value Of Advice By Focusing On Life-Centered Planning For Transitions Not Goals with Mitch Anthony
Topics: Behavioral Finance | Coaches
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#FASuccess Ep 090: Scaling An Advisory Firm Beyond Yourself By Systematizing The Soft Skills With Julie Murphy
Topics: Developing Team/Talent | Innovative Business Models | Marketing/Growth
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#FASuccess Ep 089: The Truth About Advisor Marketing And The Scalable Delivery Of Financial Advice with Ric Edelman
Topics: Innovative Business Models | Large Firm | Marketing/Growth
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#FASuccess Ep 088: Learning A More Genuine Sales Conversation Approach To Better Turn Prospects Into Clients with Nancy Bleeke
Topics: Behavioral Finance | Marketing/Growth
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#FASuccess Ep 087: Going Independent To Run Your Advisory Firm With The Systems And Clients You Want with René Nourse
Topics: Going Independent | Marketing/Growth
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#FASuccess Ep 086: Mastering Marketing As A Solo Advisor By Simply Sharing Your Authentic Self with Eric Roberge
Topics: Innovative Business Models | Marketing/Growth | Solo Advisor
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#FASuccess Ep 085: Boosting Firm Productivity With A Financial Planning Resident Program With Elissa Buie
Topics: Developing Team/Talent | Large Firm
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#FASuccess Ep 084: Re-Energizing After A Mid-Career Crisis With A Focus On Next-Generation Talent Development With Diane Compardo
Topics: Developing Team/Talent | Large Firm
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#FASuccess Ep 083: Switching to the Right Independent Broker-Dealer by Understanding its Profit Centers with Jon Henschen
Topics: Going Independent
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#FASuccess Ep 082: Insights From The History Of Financial Planning Since The First CFP Class with Ben Coombs
Topics: New Advisor/Career Changer
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#FASuccess Ep 081: Expanding Access To Financial Planning Advice By Offering Financial Doing Instead with Louis Barajas
Topics: Behavioral Finance | Niches/Specialization
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#FASuccess Ep 080: Navigating The Path From High Volume Insurance Agent To Focused Financial Planner with Matthew Blocki
Topics: Going Independent | Marketing/Growth | Niches/Specialization
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#FASuccess Ep 079: Niching From The Start To Turbo-Charge $250k Of Recurring Planning Fees In Only 3 Years with Anjali Jariwala
Topics: Innovative Business Models | Marketing/Growth | New Advisor/Career Changer
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#FASuccess Ep 078: Understanding And Serving The Needs Of Truly Ultra-High-Net-Worth Investors with Charlotte Beyer
Topics: Marketing/Growth | Niches/Specialization
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#FASuccess Ep 077: Creating A Partnership Constitution To Formalize Decision-Making For A Multi-Partner Advisory Firm with Tanya Rapacz
Topics: Large Firm
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#FASuccess Ep 076: Why Financial Therapy Beats Financial Advice To Help Clients Change Their Behavior with Kristy Archuleta
Topics: Behavioral Finance | Innovative Business Models
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#FASuccess Ep 075: Walking Away From RIA Partnership To Scratch Your Own Entrepreneurial Itch with Kathy Longo
Topics: Developing Team/Talent | Innovative Business Models | Succession Planning
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#FASuccess Ep 074: Why Solo Financial Advisor Success Is All About Self-Confidence In Your Own Value with Diane MacPhee
Topics: Developing Team/Talent | Industry Consultants | Succession Planning
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#FASuccess Ep 073: Why Successful Advisor Marketing Is More About Staffing Than Spending with Sheri Fitts
Topics: Industry Consultants | Marketing/Growth
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#FASuccess Ep 072: The Financial Mechanics Of Buying Into An Advisory Firm And RIA Valuation Trends with David DeVoe
Topics: Succession Planning
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#FASuccess Ep 071: Appointing A Chief Planning Officer To Ensure Firm-Wide Consistency In Financial Planning Advice with Peggy Ruhlin
Topics: Large Firm
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#FASuccess Ep 070: Taking Leaps Of Faith As An Introverted Career Changer To Build A Successful Advisory Firm with Sue Stevens
Topics: New Advisor/Career Changer
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#FASuccess Ep 069: Interrupting The Pattern With The Philosophy That Each Client Is The Only Client with Barry Glassman
Topics: Going Independent | Marketing/Growth
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#FASuccess Ep 068: Becoming A Non-Revenue-Producing Partner In A Multi-Niche Financial "Design" Firm with Heather Fortner
Topics: Developing Team/Talent | Large Firm | Niches/Specialization
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#FASuccess Ep 067: The Future Of The Broker-Dealer Model As Advisor Support Without FINRA Or Products with Elliot Weissbluth
Topics: Innovative Business Models | Solo Advisor
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#FASuccess Ep 066: Turbocharging Inorganic Growth With Outside Capital To Fund Mergers & Acquisitions with Adam Birenbaum
Topics: Going Independent | Large Firm | Succession Planning
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#FASuccess Ep 065: Building A True One-Stop Shop Advisory Firm To Drive Organic Growth with Peter Mallouk
Topics: Large Firm | Marketing/Growth
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#FASuccess Ep 064: Scaling Up To $1.4M Of Revenue With (Only) Hourly Financial Planning Fees with Mark Berg
Topics: Innovative Business Models | Large Firm
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#FASuccess Ep 063: Overcoming A Material U-4 Disclosure To Build A $125M AUM Advisory Firm with Kevin Kroskey
Topics: Marketing/Growth | New Advisor/Career Changer | Solo Advisor
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#FASuccess Ep 062: Building A High-Income Lifestyle Practice By Engaging With Clients Deeply And Unfiltered with Lee Munson
Topics: Innovative Business Models | Marketing/Growth
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#FASuccess Ep 061: Starting A Gen X/Y Financial Planning Firm While Also Starting A Family with Mary Beth Storjohann
Topics: Innovative Business Models | New Advisor/Career Changer | Niches/Specialization
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#FASuccess Ep 060: The Written Job Description As A Financial Plan For Employee Talent Development with Kelli Cruz
Topics: Developing Team/Talent | Innovative Business Models | Large Firm
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#FASuccess Ep 059: Systematizing The Financial Life Planning Process To Increase Your Money Quotient with Carol Anderson
Topics: Behavioral Finance | Industry Consultants
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#FASuccess Ep 058: Custom Designing Your Office For A Better Data Gathering Experience with David Armstrong
Topics: Marketing/Growth | New Advisor/Career Changer | Solo Advisor
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#FASuccess Ep 057: Marketing Your Way To $1B Of AUM In 10 Years With E-Books And Radio Shows with Ted Jenkin
Topics: Innovative Business Models | Marketing/Growth | New Advisor/Career Changer
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#FASuccess Ep 056: The Opportunities In Providing Hourly As-Needed Financial Advice For The Middle Market with Sheryl Garrett
Topics: Innovative Business Models | New Advisor/Career Changer
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#FASuccess Ep 055: Separating Management From Ownership On The Path To $10B of AUM with Tim Kochis
Topics: Large Firm | Niches/Specialization | Succession Planning
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#FASuccess Ep 054: Lessons Of An Advisory Firm Merger And Launching Your Own Advisor FinTech Company with Greg Friedman
Topics: Large Firm
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#FASuccess Ep 053: How Compassionate Communication Makes Us "No Longer Awkward" With Grieving Clients with Amy Florian
Topics: Behavioral Finance | Innovative Business Models | Niches/Specialization
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#FASuccess Ep 052: Why Today's Technology Tools Are The Golden Age Of Advisor FinTech with Joel Bruckenstein
Topics: Industry Consultants
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#FASuccess Ep 051: What Robo-Advisors Can Teach Human Advisors About Evidence-Based Behavioral Finance with Dan Egan
Topics: Behavioral Finance | Innovative Business Models
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#FASuccess Ep 050: The Value Of Hiring A Financial Advisor Coach To Maintain Your Business Focus with Tracy Beckes
Topics: Coaches
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#FASuccess Ep 049: Getting Paid For (Hourly) Financial Planning By Packaging Financial Advice with Anna Sergunina
Topics: Innovative Business Models | New Advisor/Career Changer
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#FASuccess Ep 048: Creating Tangible Advisor Marketing Messages For Intangible Financial Planning Services With Gail Graham
Topics: Industry Consultants | Marketing/Growth
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#FASuccess Ep 047: Pursuing An Operations Career Path In An Advisory Firm With HIFON Study Group Support With Shaun Kapusinski
Topics: Innovative Business Models | New Advisor/Career Changer
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#FASuccess Ep 046: Training Financial Advisor Empathy And Communication Skills Through The CeFT Designation with Susan Bradley
Topics: Innovative Business Models | Marketing/Growth | Niches/Specialization
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#FASuccess Ep 045: Compensating Employees For Generating Profit Instead Of Revenue with Rebecca Pomering
Topics: Industry Consultants | Large Firm | Marketing/Growth
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#FASuccess Ep 044: Structuring A Successful Internal Succession Plan As A 25-Year-Old Buyer with Jake Kuebler
Topics: Innovative Business Models | New Advisor/Career Changer | Succession Planning
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#FASuccess Ep 043: Navigating The Internal Succession Planning Turning Point As An Advisory Firm Founder with Marty Kurtz
Topics: Innovative Business Models | Succession Planning
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#FASuccess Ep 042: Building Group Financial Wellness Classes To Expand The Reach Of Financial Advice with Carol Craigie
Topics: Innovative Business Models | Marketing/Growth
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#FASuccess Ep 041: Structuring A Leadership Team And Family Succession Plan In A Billion Dollar RIA with Elaine Bedel
Topics: Innovative Business Models | Large Firm | Succession Planning
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#FASuccess Ep 040: Building A True Ensemble Practice Beyond Yourself And Training G2 Successors with Philip Palaveev
Topics: Industry Consultants | Large Firm | Succession Planning
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#FASuccess Ep 039: Using Behavioral Assessment Tools To Really Understand A Client's Wealth Building Potential with Sarah Fallaw
Topics: Behavioral Finance | Industry Consultants
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#FASuccess Ep 038: From Wirehouse Cold Calling Scripts To The Flexibility Of Independence with Winnie Sun
Topics: Marketing/Growth | Solo Advisor
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#FASuccess Ep 037: Leveraging Unique Centers Of Influence To Grow A Niche Advisory Firm For Doctors with Johanna Fox Turner
Topics: Niches/Specialization | Solo Advisor
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#FASuccess Ep 036: Turning A Utilities Niche And A Radio Show Into A National Advisory Firm with Scott Hanson
Topics: Large Firm | Marketing/Growth | Niches/Specialization
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#FASuccess Ep 035: Investing In Your CRM And Your Team To Systematically Grow Your Advisory Business with Cheryl Holland
Topics: Innovative Business Models | Large Firm
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#FASuccess Ep 034: Becoming An Advisor #FinTech Software Entrepreneur While Running Your Own Advisory Firm with Sheryl Rowling
Topics: Large Firm | Marketing/Growth
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#FASuccess Ep 033: Building An Online Marketing Machine That Takes Over Your Advisory Business with Jeff Rose
Topics: Going Independent | Innovative Business Models | Marketing/Growth
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#FASuccess Ep 032: Building A Personal Brand Advisory Business Of Financial Planning And Online Money Management Courses with Brittney Castro
Topics: Marketing/Growth | Niches/Specialization | Solo Advisor
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#FASuccess Ep 031: How To Properly Vet New Financial Advisors By Hiring For Attitude And Not Skills with Caleb Brown
Topics: Developing Team/Talent | Industry Consultants | Large Firm | Solo Advisor
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#FASuccess Ep 030: Self-Publishing A Book To Establish Your Authority (As A 401(k) Expert) with Josh Itzoe
Topics: Marketing/Growth | Niches/Specialization
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#FASuccess Ep 029: Attracting Baby Boomers Digitally To A True Retirement Decumulation Specialty with Dana Anspach
Topics: Innovative Business Models | Marketing/Growth | Solo Advisor
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#FASuccess Ep 028: Scaling Up A $6B Independent RIA Using A Full-Time CEO As Chief Inspiration Officer with Michael Nathanson
Topics: Large Firm | Niches/Specialization
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#FASuccess Ep 027: Reaching HNW Prospects Leveraging Targeted Research and Introductions with Amy Parvaneh
Topics: Industry Consultants | Marketing/Growth
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#FASuccess Ep 026: Stop Asking For Referrals And Improve Your Referrability Index Instead with Steve Wershing
Topics: Industry Consultants | Marketing/Growth | Niches/Specialization
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#FASuccess Ep 025: Leveraging A TAMP To Roll Out Wealth Management Services In A CPA Firm with Tim Delaney
Topics: Niches/Specialization | Solo Advisor | Succession Planning
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#FASuccess Ep 024: How Mindset Drives Success And The 7 Freedoms Of Limitless Advisers with Stephanie Bogan
Topics: Industry Consultants
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#FASuccess Ep 023: Delivering Workplace Financial Wellness With A Salaried CFP Career Path with Liz Davidson
Topics: Innovative Business Models | Niches/Specialization
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#FASuccess Ep 022: Serving Gen X Professionals With A Net-Worth-Plus-Income Retainer Fee Model with Jude Boudreaux
Topics: Innovative Business Models | Niches/Specialization
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#FASuccess Ep 021: Pivoting An Existing Advisory Firm To A Niche Serving Women In Transition with Evelyn Zohlen
Topics: Marketing/Growth | New Advisor/Career Changer | Niches/Specialization
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#FASuccess Ep 020: Building A Successful Business By Giving Away 99% Of What You Do For Free with Michael Kitces
Topics: Innovative Business Models | Marketing/Growth
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#FASuccess Ep 019: The Evolution And Emergence Of A True Financial Planning Profession With Bob Veres
Topics: Marketing/Growth
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#FASuccess Ep 018: Taking Control Of Your Advisory Business So The Business Doesn’t Control You With Angie Herbers
Topics: Industry Consultants | Solo Advisor
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#FASuccess Ep 017: Using Social Media and Blogging to Drive Business Growth As A Reformed Broker with Josh Brown
Topics: Marketing/Growth
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#FASuccess Ep 016: Building Authentic Client Relationships By Practicing Skills (Not Pursuing Passions!) with Deena Katz
Topics: Large Firm | Marketing/Growth
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#FASuccess Ep 015: Why Life Planning Is Simply Financial Planning Done Right With George Kinder
Topics: Coaches | Innovative Business Models | Niches/Specialization
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#FASuccess Ep 014: Validating Your Advisor Value Proposition And Overcoming Imposter Syndrome With Carl Richards
Topics: Behavioral Finance | Marketing/Growth | New Advisor/Career Changer
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#FASuccess Ep 013: Succeeding As A Serial Financial Advisor Entrepreneur Serving Ultra-HNW Clients With Steve Lockshin
Topics: Large Firm | Marketing/Growth
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#FASuccess Ep 012: Delivering Profitable Financial Planning To Millennials For A Monthly Retainer Fee With Sophia Bera
Topics: Innovative Business Models | Niches/Specialization | Solo Advisor
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#FASuccess Ep 011: How Launching An Advisory Business Can Be Safer Than Working In One with Alan Moore
Topics: Innovative Business Models | New Advisor/Career Changer | Solo Advisor
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#FASuccess Ep 010: From Unpaid Intern to Advisory Firm CEO and Successful Succession Planning With Eric Hehman
Topics: Large Firm | Succession Planning
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#FASuccess Ep 009: Carolyn McClanahan On Using A Complexity-Based Retainer Model To Deliver Holistic Financial Planning
Topics: Innovative Business Models | Solo Advisor
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#FASuccess Ep 008: David Grau On Maximizing The Valuation Of A Financial Advisor’s Book, Practice, Or Business
Topics: Industry Consultants | Succession Planning
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#FASuccess Ep 007: Matthew Jarvis On Building a Highly Profitable Lifestyle Practice by Age 35
Topics: Innovative Business Models | Marketing/Growth | Solo Advisor
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#FASuccess Ep 006: Eleanor Blayney On Improving Gender Diversity in the Financial Services Industry
Topics: New Advisor/Career Changer | Niches/Specialization
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#FASuccess Ep 005: Mark Tibergien On The Rise Of The Professionally Managed Financial Advisory Firm
Topics: Innovative Business Models | Large Firm | Marketing/Growth
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#FASuccess Podcast Ep 004: Deb Wetherby On Building The Team Of A $4.5B RIA Serving HNW Clientele
Topics: Large Firm
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#FASuccess Podcast Ep 003: Julie Littlechild On Becoming A More Referable Advisor
Topics: Coaches | Marketing/Growth
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#FASuccess Podcast: How Ron Carson Built Carson Wealth & Carson Institutional
Topics: Large Firm | Marketing/Growth
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#FASuccess Podcast Ep 001: Rick Kahler on Entrepreneurial Persistence & Building a $200M AUM Practice
Topics: Marketing/Growth | Solo Advisor
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More Kind Words from People

Great Info for Learning the Industry
This is a great resource for someone trying to learn the industry and all the different ways you can be successful as a financial advisor. Love it! Wish I could give it more stars.
Th3425
Must Listen
This is a must listen for advisors! I work at a large firm, but get great ideas from listening to independent advisors on this podcast. I am being inspired to be a better advisor.
bkolowki111
Like getting a PhD in financial services
How Michael cranks out this much content while keeping it at such a high standard is incredible.
BradJohnson25
Must Listen for All Advisors
If you are a financial advisor serious about your career you must make time for this podcast.
Kvennenyc
Insights by the Best in Our Business
These podcasts are a must for those that continue the learning journey and seek effective ways to inspire their financial advisory teams, build enduring value, and partner more fully with clients. Great job, Michael Kitces!
Ray Sclafani
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Apply or Recommend a Guest

Would you like to be a guest on the Kitces podcast? Do you know someone who would make a great guest?

Please apply or nominate below.

Frequently Asked Questions

What is a podcast?

A podcast is like a radio show, but recorded and available on demand whenever you want (through the internet!). And rather than listening on a radio itself tuned in to a specific station, you can subscribe and listen directly from a podcast player (a website, or separate podcast listening software like iTunes) installed on your computer or smartphone.

Like radio, podcasts are a popular because you can listen to them on a commute, while working out, or doing chores… but you get more control to listen to what you want, when you want! And you don’t have to sit in front of a computer screen!

How do I listen to a podcast?

If you’re listening on your computer, just select any of the episodes you want from the top of this page (www.kitces.com/podcast), and then once you select the episode, scroll down to the podcast player and the big “Play” button embedded directly on the page.

If you’re listening on your smartphone, you can subscribe via iTunes on an iPhone, or if you’re on Android or Windows, you can download any of a number of different podcast applications (Michael prefers BeyondPod, but there are many others as well). You can also find us via Google Play, or Spotify.

How do I know when new episodes are available?

New podcast episodes are released every Tuesday morning. If you sign up for the email list in the subscribe section, you will be notified by email when a new episode is available. You can also subscribe to the podcast via the podcast player of your choosing, and track the episodes right there in your player as they’re released.

How does Michael find and choose his guests?

Guests are handpicked by Michael to share their unique stories and approach to growing their firm. However, we also love guests nominated from our listeners! If you’d like to nominate a guest (or yourself) to be considered by Michael for the Financial Advisor Success Podcast, please fill out the application here.

What platform and equipment do you use?

The platform Michael uses to host his podcast is Liberated Syndication (libsyn). Libsyn hosts over 50,000 shows with 92 million monthly audience members.

Michael uses a Rode Podcasting microphone. The Rode microphone comes with unparalleled A/D converters, so the microphone can be plugged into any computer with no in/out boxes, just a USB cable.

In addition, Michael uses the Sennheiser HD280 PRO headphones. The HD 280 PRO is a pair of closed, dynamic stereo headphones that deliver accurate, linear sound reproduction with up to 32dB of ambient noise attenuation for critical monitoring applications.

All of the podcast recordings occur online, using a web-based platform called Zencastr. Zencastr records each voice locally in pristine quality.

For further background on how Michael set up and delivers his podcast, see our full write-up here.

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