Jul 17, 202538 minS0
<p>In this episode, Jeff and Erin discuss: </p>The power of building a team and bringing on the right clients.Taking the time to spend on your business, not just in your business. Reciprocity, compliments, and asking...
business
The Evolving Advisor Podcast
business · EN
About this Podcast:
Join Jeff Concepcion, Founder & CEO of Stratos Wealth Partners for The Evolving Advisor Podcast! The Evolving Advisor podcast is dedicated to equipping independent financial advisors with the tips, insights, and knowledge needed to evolve in every aspect of his or her life, both inside and outside the business. I will be sharing insights from my years of experience as an advisor, entrepreneur, and CEO, along with advice from some of the industry’s top Financial Advisors, CEOs, business consultants.Tune in to hear more about: • The journey from Advisor to CEO• Strategies to work smarter, not harder• Embracing technology to improve efficiency• How to win the war for talent• Best practices for organic and inorganic growth• How to create a road map to independenceI’ll also have insights on:• How to have a successful work/life balance• The importance of giving back to your community• …and much more!
Pitch Analysis
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Contact path
Verified email
Booking probability
23%
Guest openness
Selective
80/100
Required Score
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What is The Evolving Advisor Podcast about?
Join Jeff Concepcion, Founder & CEO of Stratos Wealth Partners for The Evolving Advisor Podcast! The Evolving Advisor podcast is dedicated to equipping independent financial advisors with the tips, insights, and knowledge needed to evolve in every aspect of his or her life, both inside and outside the business.
What has The Evolving Advisor Podcast covered recently?
Recent episodes include "Ep089: Erin Botsford: Commitment to the Craft and Understanding the Why" (17 July 2025, 38 minutes), "Ep088: David Grau, Jr. - Succession Planning Done Right" (29 May 2025, 33 minutes), and "Ep087: Paul Stetz - Finding Success With Talent and Culture" (8 May 2025, 26 minutes).
How often does The Evolving Advisor Podcast publish?
The Evolving Advisor Podcast publishes roughly monthly, with episodes averaging 33 minutes across 89 episodes.
How hard is it to get booked on The Evolving Advisor Podcast?
Booking probability for The Evolving Advisor Podcast is 23%, and the host is rated Selective on guests. The Evolving Advisor Podcast requires a Pod Score of 80 or higher. The Evolving Advisor Podcast's contact route on record: verified email.
Who should pitch The Evolving Advisor Podcast?
The strongest fits for The Evolving Advisor Podcast are Investment Banking & Trading. The Evolving Advisor Podcast has a business audience.
About the host
The Evolving Advisor Podcast is a business podcast with 89 episodes published.
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Recent episodes
Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.
- May 29, 202533 minS0
<p>In this episode, Jeff and David discuss: </p>Growing up in the financial advising industry.Building and training your team to think and act like owners.Balancing internal and external stakeholders.When things go well...
- May 8, 202526 minS0
<p>In this episode, Jeff and Paul discuss: </p>Guiding successful successions. Succession scenarios that fall through. Thinking bigger sooner. Attracting and retaining talent. <p> </p><p>Key Takeaways: </p>Finding the...
- Feb 13, 202529 minS0
<p>In this episode, Jeff and Oleg discuss: </p>Database, data warehouse, and data lake.How Invent takes a data lake and creates ease of use for advisors.The three groups of advisor’s reactions to AI.The increased...
- Dec 13, 202436 minS0
<p>In this episode, Jeff and Liz discuss: </p>Key items people should consider when bringing a partner into your business.Understanding your key problems to solve.What attributes make your business more attractive and...
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- Nov 14, 202428 minS0
<p>In this episode, Jeff and Kate discuss: </p>How she got started helping advisors grow and scale with excellent client experiences.Using creativity to adapt a CRM to work for your advising practice.Kate’s 5-Step...
- Oct 17, 202431 minS0
<p>In this episode, Jeff and Gary discuss: </p>Acquiring the right talent.Attrition rates, training programs, and building a successful team for the long haul.Investing in talent and building your business plan every...
- Sep 26, 202431 minS0
<p>In this episode, Jeff, Ted, and Scott discuss: </p>Understanding valuation metrics and the significance of recurring revenue and organic AUM growth. The pitfalls of DIY approaches.The importance of cultural fit and...
- Aug 29, 202432 minS0
<p>Welcome to another episode of The Evolving Advisor, the podcast designed to guide Financial Advisors toward achieving both business and personal success. Hosted by Jeff Concepcion, a seasoned advisor, entrepreneur...
Episode #80
Ep 080: The Evolving Advisor Podcast: Mastering Communication and Team Building with Stan Slovan
Jul 11, 202439 minS0Are you ready to revolutionize your financial advising practice? Welcome to The Evolving Advisor podcast, the show dedicated to equipping independent financial advisors with the insights and knowledge needed to excel in...
- Jun 27, 202436 minS0
Unlock the secrets to transforming your financial advisory practice into a thriving business with our latest episode of the Evolving Advisor Podcast! Join host Jeff Concepcion as he shares his 30 years of expertise and...
- Jun 13, 202438 minS0
Are you ready to take your financial advisory practice to new heights? Welcome to the Evolving Advisor Podcast, where independent financial advisors get the tools, insights, and knowledge they need to excel in business...
- May 16, 202429 minS0
<p>Welcome to the Evolving Advisor Podcast! In this episode, host Jeff Concepcion dives deep into the power of storytelling for financial advisors with special guest Jeff Bartsch, founder of Story Greenlight. Together...
- May 9, 202429 minS0
Welcome to the Evolving Advisor podcast, where we delve into the dynamic world of wealth management and financial advisory services. In this episode, we're thrilled to have Rob Nelson, CEO and founder of NorthRock, join...
- Feb 1, 202439 minS0
<p>In this episode, Jeff, Lou, and Jeff discuss: </p>Running a successful private practice to launching a national brand.Reasons for going independent. Creating the vision and keeping the local flavor of your firm...
- Oct 5, 202330 minS0
<p>In this episode, Jeff and Greg discuss: </p>The evolution of FactSet and how it is still assisting financial advisors. Changing technology and AI in the financial advising industry. Techstack choices, flexibility...
- Sep 7, 202341 minS0
<p>In this episode, Jeff and Aaron discuss: </p>How conservative, moderate, and aggressive mean different things in different industries (and how they need to be described for financial advising). Persistence and...
- Aug 10, 202335 minS0
<p>In this episode, Jeff and Matt discuss: </p>The inner dynamics of working with family to build a great firm. Adopting technology for a better firm. Understanding the ROI of technology and innovation. The generational...
Episode #71
Ep 071: Claudio Núñez Sanchez de la Barquera: Creating an Enduring Firm with a Client-First Culture
Jul 20, 202333 minS0<p>In this episode, Jeff and Claudio discuss: </p>Listening and watching for your client's needs.Building a team to serve and growing through the generations.Creating a pathway to ownership. Unique investment...
- May 11, 202338 minS0
<p>In this episode, Jeff and Brian discuss: </p>The employment landscape in financial advising. Escaping a captive work model. The biggest benefits and risks in transitioning out of a firm. Managing compliance. <p>...
Recent guests
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