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The Evolving Advisor Podcast

The Evolving Advisor Podcast

The Evolving Advisor Podcast

89 episodesEN

Show overview

The Evolving Advisor Podcast has been publishing since 2019, and across the 6 years since has built a catalogue of 89 episodes. That works out to roughly 50 hours of audio in total. Releases follow a monthly cadence.

Episodes typically run thirty-five to sixty minutes — most land between 32 min and 38 min — 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 Business show.

There hasn’t been a new episode in the last ninety days; the most recent episode landed 10 months ago. The busiest year was 2020, with 24 episodes published.

Episodes
89
Running
2019–2025 · 6y
Median length
35 min
Cadence
Monthly

From the publisher

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 independence I’ll also have insights on: • How to have a successful work/life balance • The importance of giving back to your community • …and much more!

Latest Episodes

View all 89 episodes

Ep089: Erin Botsford: Commitment to the Craft and Understanding the Why

Jul 17, 202537 min

Ep088: David Grau, Jr. - Succession Planning Done Right

May 29, 202532 min

Ep087: Paul Stetz - Finding Success With Talent and Culture

May 8, 202526 min

Ep086: Oleg Tishkevich - Evolution of Tech Platforms for Advisors

Feb 13, 202528 min

Ep085: Liz Nesvold - Proper Planning for Successful Business Growth

Dec 13, 202435 min

Ep 084: Kate Guillen - Become the Architect of Your Client’s Experience

Nov 14, 202428 min

Ep 083: Gary Kuhn - The Evolving Landscape of Talent Acquisition

Oct 17, 202430 min

Ep 082: Ted Jenkin & Scott DiGiammarino: M&A Preparation and Professional Guidance

Sep 26, 202430 min

Ep 081: Navigating the Future: Insights on Financial Advisory Transactions and Growth

Aug 29, 202431 min

Ep 080: The Evolving Advisor Podcast: Mastering Communication and Team Building with Stan Slovan

Jul 11, 202438 min

Ep 079: The Truest Fan: Transforming Financial Advisor Success

Jun 27, 202436 min

Ep 078: Building Thriving Financial Teams: Insights from Two Industry Leaders

Jun 13, 202437 min

Ep 077 Jeff Bartsch: Crafting Your Advisor Story: From Connection to Client Trust

May 16, 202429 min

Ep. 076: Rob Nelson: Navigating the Evolution of Wealth Management

May 9, 202429 min

Ep 075: Jeff Brown: Building a Firm with a Commitment to Excellence

Feb 1, 202438 min

Ep 074: Greg King: Integrating Tech to Assist Advisors in the Client Experience

Oct 5, 202329 min

Ep 073: Aaron Klein: Investing in Your Clients and Your Firm with Technology

Sep 7, 202340 min

Ep 072: Matt Reiner: The ROI of Technology and Innovation

Aug 10, 202335 min

Ep 071: Claudio Núñez Sanchez de la Barquera: Creating an Enduring Firm with a Client-First Culture

Jul 20, 202333 min

Ep 070: Brian Hamburger: Navigating the Complexities of Transitioning to Independence

May 11, 202337 min
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