Financial Advisor Success

Ep 507: Growing Bigger For Succession And Then Intentionally Downsizing For A Simpler Lifestyle Practice with Carolyn McClanahan

Making the decision to downsize after growing can be shocking, but might also be the best decision for work-life balance. Today's guest shares the lessons she learned fro

Ep 506: Building A 'Killer' Scorecard To Track Key Weekly Metrics On The Path To $275M AUM with Jenna Biancavilla

Key metrics can not only show how your advisory firm is performing, but also whether your team is thriving. Today's guest builds a 'killer' scorecard to track the metrics

Ep 505: Using A "Pillow Test" To Make The Hard Business Decisions On The Way To $3.5B AUM with Andrew Rosen

How do you know you're making the right decision, especially when every option comes with trade-offs? Whether you're making career decisions or leading a growing advisory

Ep 504: Taking Your Growth To The Next Level By Building An Authentic Personal Brand with Sheri Fitts

What makes a financial advisor stand out? The answer isn't a better logo or tagline—it's building a personal brand that stands out in the eyes of good-fit clients and ens

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

Whether you're looking to scale your advisory firm, improve your marketing strategy, or build a stronger brand presence, today's guest offers practical insights into how

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

Your client review meetings could become your firm's biggest competitive advantage. Today's guest shares how her advisory firm has refined a structured client review proc

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

You can take all the 'right' steps for succession planning… and it still might not go according to plan. After building an RIA managing approximately $300 million in asse

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

Building a highly successful advisory platform is less about running every department yourself and more about finding the right operational partners to turn big ideas int

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

Scaling a financial advisory practice often forces a choice between capping growth or building a large, people-heavy infrastructure. Today's guest challenges that convent

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

Passing the torch to next-gen leaders requires more than paperwork; it demands deep cultural investment, transparent career pathing, and a training ground for collective

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

Evolving a financial advisory practice is less about individual client ownership and more about aligning multiple practices under a unified corporate mission. Today's gue

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

Scaling a financial advisory firm from a startup with no clients into a national enterprise managing tens of billions of dollars: Today's guest offers practical insights

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

What does it take to build a successful advisory firm using a flat-fee model instead of charging based on assets under management? And how can advisors scale effectively

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

What does it take for next-generation advisors to become confident in business development without feeling overly sales-focused? And how can they build stronger relations

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

Budgeting – less about rigid restrictions, more about changing mindsets on using income effectively. Today's guest shares a different approach to financial planning: one

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

It takes intentionality to build a thriving hybrid workplace without losing accountability, culture, or client experience. In this FASuccess, Mary shares how she has succ

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

What would it take for a client to happily pay you $70,000+ per year… and feel like they're getting a bargain? In the case of today's guest, it's building a high-value ad

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

For high-net-worth clients, financial planning is often not just about managing their money during their lifetimes, but also a matter of preparing the next generation to

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

For financial advisors, it might seem intuitive to spend time with prospects explaining the value they can offer. However, doing most of the talking can leave prospects u

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

How do you scale a financial advisory firm to 40+ staff and $630M AUM in just a few years without breaking your hiring, culture, or client experience? In this episode, yo