Hosted by Michael Kitces · 🇺🇸 US · EN · 491 episodes
Established thought leaders with verified media credentials.
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.
Michael Kitces hosts Financial Advisor Success, a news show with 491 episodes published.
Scaling a financial advisory firm from a startup with no clients into a national enterprise managing tens of billions of dollars: Today's guest offers practical insights into scaling, whether you're building an advisory
What does it take to build a successful advisory firm using a flat-fee model instead of charging based on assets under management? And how can advisors scale effectively while still delivering highly personalized retirem
What does it take for next-generation advisors to become confident in business development without feeling overly sales-focused? And how can they build stronger relationships, have more authentic conversations, and gener
Budgeting – less about rigid restrictions, more about changing mindsets on using income effectively. Today's guest shares a different approach to financial planning: one that focuses less on restricting spending and more
It takes intentionality to build a thriving hybrid workplace without losing accountability, culture, or client experience. In this FASuccess, Mary shares how she has successfully blended remote flexibility with high stan
What would it take for a client to happily pay you $70,000+ per year… and feel like they're getting a bargain? In the case of today's guest, it's building a high-value advisory firm by helping business owners unlock sign
For high-net-worth clients, financial planning is often not just about managing their money during their lifetimes, but also a matter of preparing the next generation to inherit family wealth. Which suggests that meeting
For financial advisors, it might seem intuitive to spend time with prospects explaining the value they can offer. However, doing most of the talking can leave prospects unsure whether the advisor truly understands their
How do you scale a financial advisory firm to 40+ staff and $630M AUM in just a few years without breaking your hiring, culture, or client experience? In this episode, you'll hear about the hiring and marketing strategie
Growing a client base from the hundreds into the thousands requires both tech and talent. Today's guest discusses how she's done both in order to serve more than 3,000 advice-only clients over the past three years. Lori
What does it take to scale an advisory firm from a small practice into a true enterprise? Today's episode offers a deep look at what really happens as firms grow into multi-billion-dollar businesses, including hiring str
While financial advisors and their clients often focus on creating a succesful retirement income plan, a successful, meaningful retirement goes well beyond dollars and cents. In this episode, we dive into the deeper side
At some point, firm founders often find that their time is divided between attracting new clients and serving current ones (and running their business). This episode explores how it's possible to delegate technical work
What does it take to close a high-net-worth client in the very first meeting? For Erin Botsford, the answer is for an advisor to position themselves as a risk expert and to create a sense of urgency to act in the prospec
What if just the 10 'right' people seeing your content could grow your firm faster than 10,000 random viewers? Growing an advisory firm doesn't always require reaching the largest audience. In many cases, the right audie
Reaching next-generation clients at scale often requires rethinking how financial planning is built, priced, and delivered. This episode explores how a tech-forward, flat-fee model can expand access to planning, create a
Search has changed—and so has the way advisory firms can earn visibility online. This episode explores how early investments in SEO can compound over time, how today's "findability" now includes AI tools like ChatGPT, an
Scaling an advisory firm is often framed as a tradeoff - more clients and complexity in exchange for less time and flexibility. This episode explores how advisors can grow in a way that protects the lifestyle they want.
Most advisory marketing doesn't fail because advisors aren't trying—it fails because the funnel breaks in predictable places, leaving great content and good intentions without a clear path to consistent leads. This episo
While Artificial intelligence (AI) tools offer financial advisors the prospect of greater operational efficiency, the real opportunity goes beyond saving time. This episode explores practical ways advisors can use AI not
Patrick Lonergan
Vital Wealth
1 appearance on this show
Liz Miller
marketing consultant, grant writer, midlife mom · Summit Place Financial Advisors
1 appearance on this show
Lori Atwood
Certified Financial Planner® · Fearless Finances
1 appearance on this show
Michael Kay
physical therapist and golf performance specialist
1 appearance on this show
Erin Botsford
wealth advisor, author, trainer · The Advisor Authority
1 appearance on this show
Erik Brenner
CEO, President, Founding Partner · Hilltop Wealth and Tax Solutions
1 appearance on this show
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Financial Advisor Success is hosted by Michael Kitces. The show is categorised under news (business) and has published 491 episodes.
Financial Advisor Success has published 491 episodes.
Financial Advisor Success regularly covers news, business, entrepreneurship. It sits in the news category, with a business focus.
Financial Advisor Success is accessible for guests with genuine news expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
Financial Advisor Success hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.
Episodes of Financial Advisor Success average 90 minutes, giving guests a long-form format with plenty of time to expand on their expertise.
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