The Evolving Advisor Podcast
89 episodes — Page 1 of 2
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
Ep 069: Joe Cardello - Building Your Advising Firm With Intention and Empathy
Apr 13, 202338 min
Ep 068: John Furey: Insights into John’s Upcoming Future of the Industry Paper: Scale, Durability, and Human Capital
Mar 16, 202330 min
Ep 067: Jeremy Finger: Digital Growth for Your Independent Advising Firm
Jan 12, 202334 min
Ep 066: Frank LaRosa: Advice on Advisor Transitions
Dec 22, 202238 min
Ep 065: Ray Sclafani: Creating An Enduring Advising Firm
Dec 1, 202243 min
Ep 064: Katherine Forrester Schneewind: Evolving with Clarity, Instinct, and Authenticity
Oct 6, 202231 min
Ep 063: Lou Camacho: Valuation, Wealth Creation, and Financial Engineering
Sep 22, 202228 min
Ep 062: Arwen Becker: How to Succeed Marketing to Women
Aug 11, 202240 min
Ep 061: Jason Howard: Building Infrastructure to Support Clients
Jul 21, 202233 min
Ep 060: Chris Kiley - Winning Hearts to Evolve Your Firm
Jul 7, 202232 min
Ep 059: Ken Unger - Turning Good Businesses Into Great Businesses
Jun 16, 202239 min
Ep 058: Gil Baumgarten: Serving the Client Best by Breaking Out of the Big Firms
May 19, 202237 min
Ep 057: Rob Samson: Exploring Your Options as a Financial Advisor
Apr 28, 202233 min
Ep 056: Mark Roman - Building the Best Team to Evolve Your Firm
Apr 7, 202238 min
Ep 055: Bobbie Meola: Being Open to Your Success
Mar 17, 202232 min
Ep 054: Jeff Thomas: Connecting Success to Values
Feb 24, 202237 min
Ep 053: Mike O'Brien: Building an Enduring Firm
Feb 3, 202233 min
Ep 052: Jeff and Lou’s Year End Review
Jan 6, 202235 min
Ep 051: Linda Paullin-Hebden: Selling Your Firm with an M&A Lawyer
Dec 2, 202137 min
Ep 050: Amy Parvaneh - Helping Advisors Market Effectively
Nov 3, 202134 min
Ep 049: Paul Saganey - Helping CPA's Succeed in the Financial Services Industry & Serving Affluent Clientele
Oct 14, 202134 min
Ep 048: Reese Harper - Advising Specialized Clients and Best Practices for Targeting Niche Markets
Sep 23, 202142 min
Ep 047: Anthony Truino - If You're Not Growing, You're Dying & Investing in Human Capital To Help You Grow!
Sep 2, 202145 min
Ep 046: Chandon Simonis - Delivering a High Level of Service to Your Clients
Aug 12, 202134 min
Ep 045: Dan Solin - Rethinking How Advisors Relate to Prospects & Clients
Jul 15, 202145 min
Ep 044: Duncan MacPherson - Coaching Tips For Financial Advisors
Jun 24, 202132 min
Ep 043: Domenic Rinaldi - Learn how to acquire or exit your business with no regrets!
May 27, 202132 min
Ep 042: William Hawke & Edward DeTomaso - Creating Growth With Public Companies
May 6, 202137 min
Ep 041: John Heathco - The Lead Generation Landscape & Scoutvisor
Apr 22, 202128 min
Ep 040: Chris Hennessey - Tax Implications Under A Biden Administration & Potential Financial Planning Solutions.
Apr 8, 202129 min