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Financial Advisor Success

Financial Advisor Success

Michael Kitces

503 episodesEN

Show overview

Financial Advisor Success has been publishing since 2016, and across the 10 years since has built a catalogue of 503 episodes. That works out to roughly 810 hours of audio in total. Releases follow a weekly cadence.

Episodes typically run over ninety minutes — most land between 1h 30m and 1h 42m — and the run-time is fairly consistent across the catalogue. None of the episodes are flagged explicit by the publisher. It is catalogued as a EN-language News show.

The show is actively publishing — the most recent episode landed 1 weeks ago, with 33 episodes already out so far this year. Published by Michael Kitces.

Episodes
503
Running
2016–2026 · 10y
Median length
1h 32m
Cadence
Weekly

From the publisher

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.

Latest Episodes

View all 503 episodes

Ep 503: Organically Growing To $800M AUM In Less Than A Decade By Investing In Educational Marketing with David Brooks

Aug 18, 20261h 30m

Ep 502: Managing $240M As A 3-Person Team Through A Structured Meeting Approach with Wendy Ciehanski

Aug 11, 20261h 29m

Ep 501: Navigating Succession Planning That Doesn't Turn Out As Expected (Even When You're Doing Everything Right) with Rick Kahler

Aug 4, 20261h 29m

Ep 500: Amplifying Business Growth By Constantly Honing Your Time Towards Its Highest-And-Best Use with Michael Kitces

Jul 28, 20261h 40m

Ep 499: 4Xing To $200M AUM In 4 Years While Staying Lean By Leveraging AI, Technology, And Outsourcing All You Can Let Go Of with Ryan Townsley

Jul 21, 20261h 30m

Ep 498: Hiring A COO And Creating Partnership Paths Early To Drive Enterprise Value On The Path To $3B AUM with Christine DeMao

Jul 14, 20261h 29m

Ep 497: Growing From Solo To Siloed Partnership To A $3.3B Enterprise Ensemble (Without Taking Outside Capital) with Shane Morrow

Jul 7, 20261h 29m

Ep 496: Lessons Learned From Building A $60B Advisory Enterprise with Shannon Eusey

Jun 30, 20261h 29m

Ep 495: Scaling To $3.5M Of (Flat-Fee) Revenue by Leaning into A Unique Retirement Income Approach with Bradley Clark

Jun 23, 20261h 39m

Ep 494: Training Next-Gen Advisors In Business Development By Getting Really Clear About Who They Serve And How They Help with Kristin Harad

Jun 16, 20261h 29m

Ep 493: Growing To $350M AUM By Putting Client Cash Flow At The Center Of The Planning Process with David Mozeika

Jun 9, 20261h 29m

Ep 492: Getting Your (Virtual) Team's Best Work Through Steward Leadership On The Growth Path To $500M with Mary Chapman

Jun 2, 20261h 30m

Ep 491: Earning Premium Planning Fees By Demonstrating Hard-Dollar Tax Savings For Business Owner Clients with Patrick Lonergan

May 26, 20261h 30m

Ep 490: Attracting And Retaining HNW Clients By Being More Available For Their Multigenerational Family Needs with Liz Miller

May 19, 20261h 30m

Ep 489: Winning More Clients By Talking Less And Reducing Friction For Prospects with Sara Grillo

May 12, 20261h 30m

Ep 488: Bringing Hiring In-House To Support Rapid Growth After Doubling AUM To $600M In One Year with Joe Schmitz Jr.

May 5, 20261h 30m

Ep 487: Building The Team And Tech To Serve Thousands Of (Advice-Only) Clients Efficiently with Lori Atwood

Apr 28, 20261h 30m

Ep 486: Lessons Learned from How Mega-RIAs Are Scaling Their People to Support Growth with Lisa Crafford

Apr 21, 20261h 29m

Ep 485: Exercises to Help Clients Better Navigate the Transition to Retirement After Having Done It Yourself with Michael Kay

Apr 14, 20261h 30m

Ep 484: Scaling To $1B AUM By Recognizing Your (Rainmaker) Strengths And Delegating The Rest with Jake Falcon

Apr 7, 20261h 29m