Loading…
Hosted by Unknown Host · 🇺🇸 US · EN · 22 episodes
Established thought leaders with verified media credentials.
Building An Enduring Independent Financial Advisor Practice
Unknown Host hosts The Focused Advisor Podcast, a business show with 22 episodes published.
Derrick Kinney is a Crowd-favorite speaker & storyteller helping advisors make more money + meaning. He is a Former Top 1% Advisor, and has been featured on FOX, CNBC & top podcasts. We delve into the art of effective co
Summary In this conversation, Ryan Ross and Don Connelly explore the significance of storytelling in financial advisory, emphasizing how effective communication can build trust and enhance client relationships. They disc
What do acting, database marketing, and one of the biggest names in financial radio have in common? Jake Robinson. In this episode, I sit down with Jake—financial advisor, software builder, and behind-the-scenes catalyst
Victor Medina is aPresident & Founder at Palante Wealth Advisor. He is also the Founder of Medina Law Group which serves Palante Wealth Advisors exclusively. Victor on Linkedin CONTACT US TODAY: Independent Financial Adv
Sam Shepler is the CEO at Testimonial Hero. CONTACT US TODAY: Independent Financial Advisor Marketing Website: https://ifamktg.com Email: ryan@ifamktg.com Phone: (973) 738 - 9308 FOLLOW US ON SOCIALS: Facebook: https://w
Greg Yates and Kirti Naik are global branding and marketing experts. Kirti has build global brands across financial services, at Citi, Oppenheimer Funds, Russel Investments, BNY Mellon, and others. Greg is the former CMO
In this episode of the Focus Advisor Podcast, host Ryan Ross sits down with Peter Dizdar of Palumbo Wealth Management to dissect the year that was and peer into the crystal ball of 2025. As the financial services industr
In this episode, we dive into the future of the advisory world with Eden Ovadia, co-founder of FINNY, a revolutionary platform that’s transforming how independent financial advisors grow their businesses. 👨💻 The Probl
In this episode of The Focused Advisor Podcast, Ryan Ross hosts April Rudin, founder of The Rudin Group, a marketing powerhouse specializing in wealth management and financial services. April shares her journey of starti
This episode of the focused advisor podcast is a cameo episode - i went on the concierge medical marketing podcast with my friend Steven Schwartz who runs concierge medical marketing. I share some of the things i've lear
00:00 Introduction to Patrick Kennedy and His Journey 02:54 Transitioning to Independence in Financial Advisory 05:57 Understanding Alternative Investments 09:04 Accessing Institutional Investment Opportunities 12:14 Exp
Kyril Asatur is the Co-Founder & CEO of Centerfin Capital, a platform for Independent Financial Advisors to help them get a better view of their alternative investments. Connect with Kyril on Linkedin: https://www.linked
NAIFA’s Level Up conference was last week in New Jersey. About 70 advisors were there, a few keynote speakers, and one of the speakers, Walter Bond, former NBA player who now is a speaker who energizes people to reach a
Google Local Services has been live in major markets for years, are under-utilized by financial advisors. Join this webinar to learn: Why Local Service Ads is a no-brainer for most Independent Financial Advisors How you
Google Notebook LM helps you create summaries of large files of text. Lets see how it does with The Book On Digital Marketing For Independent Financial Advisors. go.ifamktg.com/book
Carmine shares his journey from working in a constrained environment at an insurance company to establishing his own independent advisory firm. He discusses the importance of culture, coaching, and personal development i
I recently was a guest on another podcast called The Concierge Medical Marketing Podcast, and shared 5 tips for starting a podcast. If you're an Independent Financial Advisor with clients who might need some concierge m
Paul Hatch has been in the advisory industry for over 40 years and has seen it from all angles. First as a wirehouse advisor, then in the highest levels of management and then the in the Independent space. In this conver
This week I speak with Alex Goldstein, Vice President of Wealth Management at Chesapeake Asset Management. Alex shares his journey in the industry and the differences between working at Wirehouses and being independent.
This episode explores the history of registered investment advisors (RIAs) and how the RIA industry has evolved over the years. It starts with the early 20th century when investment advice was given informally and withou
Sponsor detection runs nightly. Check back soon.
No public pitch examples yet for this show.
Generate your own personalised pitchShows with the most semantically similar episode content. Pitch one, pitch all; producers cluster.
The Focused Advisor Podcast has a verified contact on file. Create a free PitchCentric account to access it and generate a personalised pitch in seconds. Research at least 3 recent episodes first and lead with a specific angle that serves their business audience.
The Focused Advisor Podcast is hosted by Unknown Host. The show is categorised under business and has published 22 episodes.
The Focused Advisor Podcast has published 22 episodes.
The Focused Advisor Podcast regularly covers business. It sits in the business category.
The Focused Advisor Podcast is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
The Focused Advisor Podcast 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 The Focused Advisor Podcast average 40 minutes. a focused format where a clear narrative arc and tight preparation matter most.
Our data rates The Focused Advisor Podcast's guest bar at 80/100 (Premium tier). Established thought leaders with verified media credentials. Sign in to PitchCentric to see how your own Pod Score compares against this show.
Methodology. Booking Probability™ blends Listen Score, 30-day Virality, open-to-guests detection, and Apple ratings. Data refreshed every 60 minutes. Listen Score and Booking Probability are calculated by PitchCentric. Last enriched yesterday.