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Michael Kitces · Business

Financial Advisor Success

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.

Episodes

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Ep 431: Successfully Navigating Money Conflicts Within Client Couples with Nick Rodkin

01 Apr 2025
1h 30m
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Ep 430: Navigating The Fast-Growth Hiring Challenges Of Scaling From Scratch To $5M Of Revenue In Just 7 Years with AJ Ayers

25 Mar 2025
1h 30m
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Ep 429: What It Takes To Really Help (HNW) Business Owners Navigate Their Wealth With Purpose with Ali Nasser

18 Mar 2025
1h 30m
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Ep 428: Leveraging (Salesforce) CRM To Really Systematize A Mid-Sized Advisory Firm with Lorie Jones

11 Mar 2025
1h 30m
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Ep 427: Finding The Director Of Operations That Can Rebuild Your Team To Get To The Next Level with Sten Morgan

04 Mar 2025
1h 29m
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Ep 426: Rolling Out An Equity Compensation Plan To Align The Entire Team On Client Service And Profitable Growth with Jennifer des Groseilliers

25 Feb 2025
1h 30m
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Ep 425: Implementing A Financial Planning Quality Control System To Improve Both Client Outcomes And Referrals with Sebastian Guerra

18 Feb 2025
1h 29m
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Ep 424: Executing A Successful Internal Succession Plan In The Private Equity Era Of Advisor M&A with David Grau Jr.

11 Feb 2025
1h 30m
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Ep 423: Expanding Across The Household By Helping (Affluent) Sandwich Generation Kids With Their Parents’ Financial Needs with Cristina Livadary

04 Feb 2025
1h 30m
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Ep 422: Developing Your Leadership Skillset On The Path From Intern To President Of A $13B AUM Enterprise with Kay Lynn Mayhue

28 Jan 2025
1h 30m
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Ep 421: Integrating Tax Preparation Without Hiring In-House CPAs To Bring More Tax-Focused Value with Daniel Friedman

21 Jan 2025
1h 24m
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Ep 420: Making Financial Planning More Repeatable Without Losing The Customization Where Clients Prioritize What Matters Most with Michelle Underwood Gass

14 Jan 2025
1h 29m
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Ep 419: Attracting Clients Who Want To Align Their Investments With Their Values With A Sustainable Investing Approach with Peter Krull

07 Jan 2025
1h 29m
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Ep 418: Developing The “Middle” Management Layer To Scale Up Team Leadership Capacity For $3B Of AUM with Stacey McKinnon

31 Dec 2024
1h 30m
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Ep 417: Establishing Your Authority As An Expert By Following A Short Book Formula For Authorship with Paul G McManus

24 Dec 2024
1h 40m
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Ep 416: Avoiding The Compliance Headaches When Going RIA By Choosing A ‘Supported Independence’ Corporate RIA Platform with Fran Toler

17 Dec 2024
1h 30m
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Ep 415: Systematizing A Firm-Wide Planning Process By Leveraging Centralized Teams And A Ticketing Workflow System with Erika Wood

10 Dec 2024
1h 29m
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Ep 414: Narrowing Down The Focus To Byte-Sized Planning For Tech Employees To 10X To $50M AUM In Just 3 Years with Eric Franklin

03 Dec 2024
1h 29m
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Ep 413: Building An Internal Advisor Training Program To Solve The Talent Pipeline As A Growing $4B Advisory Firm with Kevin Leahy

26 Nov 2024
1h 30m
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Ep 412: 3X’ing The Business With No More Than 50 Great Clients By Hyperfocusing On Who You Can Add The Most Value For with Anjali Jariwala

19 Nov 2024
1h 29m
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