Financial Advisor Success
Michael Kitces
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.
Episodes
Mentioned books
10 snips
May 14, 2024 • 1h 30min
Ep 385: Unblocking Clients That Won't Implement With A Journey Of Financial Health with Danielle Howard
Danielle Howard, owner of Wealth By Design, discusses her unique approach to assisting clients with implementing financial plans by uncovering their money memories. She shares insights on structuring planning engagements, transitioning to a planning-centric business, and adapting client headcount to different life stages. The conversation also explores the contributions of women in the financial planning industry, evolving definitions of success, and personalized career paths for fulfillment.
May 7, 2024 • 1h 31min
Ep 384: Growing An Advisor Career From (Bank) Assistant To Partner While Also Growing A Family with Hannah Provost
Hannah Provost, a partner at Lomanto Provost Financial Advisors, shares her incredible journey from retail banking to financial advising. She emphasizes the pivotal role of mentorship in her career growth and the value of community visibility. Hannah discusses balancing work and family while pursuing her CFP certification, highlighting how early client engagement fast-tracked her success. She also reveals strategies for leveraging client referrals and automation tools to manage a thriving practice effectively, all while maintaining that essential work-life balance.
104 snips
Apr 30, 2024 • 1h 41min
Ep 383: Leveraging YouTube Videos To Organically Grow 9X To $750M In Just 5 Years with Troy Sharpe
Troy Sharpe, CEO of Oak Harvest Financial, shares how he grew AUM from $85M to $750M in 5 years using YouTube videos. He focuses on trust-building, ROI, and scalable marketing strategies. Topics include team expansion, pod system for client interactions, and 'Retirement Success Plan' for dynamic retirement planning.
Apr 23, 2024 • 1h 33min
Ep 382: Helping Clients Stay The Course With A More Total Relationship Approach To Their Near-Term Cash Flow Needs with Tyson Ray
Tyson Ray, CEO of FORM Wealth Advisors, shares insights on their 'Total Relationship' planning approach, strategic growth, and operational challenges in managing $900M AUM. Topics include scaling advisory firms, fee structures, team dynamics, client relationships, customized portfolios, total relationship philosophy in financial planning, and reimagining success through deep client relationships.
17 snips
Apr 16, 2024 • 1h 30min
Ep 381: Helping Clients Go Beyond The Plan To Actually Implement As A Fractional Financial Behavior Officer with Ashley Quamme
Ashley Quamme, expert in psychology and couples therapy, discusses her work as a Fractional Financial Behavioral Officer helping clients implement financial plans. She emphasizes understanding clients' money behaviors, navigating emotional challenges in financial relationships, and the importance of assessing money beliefs for effective guidance. The podcast explores strategies for client assessments, enhancing onboarding processes, and improving client interactions in financial advisory firms.
Apr 9, 2024 • 1h 45min
Ep 380: Expanding Capacity For $500M Of Organic AUM Growth In Just 4 Years By Increasing The Density Of Team Talent with Andrew Leonard
Andrew Leonard, Managing Partner of Geometric Wealth Advisors, talks about how his firm tripled AUM in 4 years by focusing on team talent density, hiring, and training. He discusses the challenges of growing assets under management, integrating tax services, and maintaining a high-touch client experience. The podcast also explores remote team management, specialization, and navigating the 'dangerous middle' phase of firm expansion.
Apr 2, 2024 • 1h 30min
Ep 379: Creating A Client Deliverable That Focuses On Behavior Over Returns With Custom Intelligrations with Hans Blake
Hans Blake, founder of Intelligent Investing, discusses creating a client dashboard focusing on behavior over returns. He shares insights on high-level financial goals, leveraging technology for behavioral finance, and positioning his firm for high-net-worth clients. They explore the benefits of integrating technology, navigating vendor negotiations, and the holistic wealth management approach for couples nearing retirement.
4 snips
Mar 26, 2024 • 1h 31min
Ep 378: Scaling Growth At 1/4th The Cost Of M&A By Wading Through The "No's" Of SmartAsset Leads with Michael Collins
Michael Collins, CEO of WinCap Financial, shares insights on growing his firm by $10 million annually using SmartAsset leads. He discusses his marketing strategy, content creation, and lead conversion methods. Collins emphasizes the value of persistence, innovation, and technology in achieving business growth and client engagement.
Mar 19, 2024 • 1h 33min
Ep 377: Navigating A Major Health Event While Keeping Your Advisory Firm Going And Growing with Meredith Moore
Explore how a financial advisor navigated a major health event while growing her firm, focusing on strategic hiring, niche development, and networking. Learn about managing challenges of a brain tumor diagnosis, overcoming personal struggles, and driving growth through difficult times. Delve into building a strong professional network, balancing high-powered careers with caregiving, and leveraging prestigious platforms like TEDx talks for career advancement.
29 snips
Mar 12, 2024 • 1h 33min
Ep 376: Accelerating Growth To 30 Clients/Month With Affordable Advice(-Only) Services Where Clients Can Keep Control with Eric Simonson
Discover how Abundo Wealth revolutionized financial planning, empowering clients to take control while generating 30 new clients monthly. Eric shares strategies for workload balance, fee structure evolution, and client expectations. Explore the pivotal role of referrals, social media marketing, and the firm's commitment to vision. Learn about empowering clients through technology tools, team scalability, client retention rates, price adjustments, and growth strategies in the financial advisory business.
