Podcast

Financial Advisor Success

Author: Michael Kitces
Feed episode count: 507
Official site: https://www.kitces.com/podcast/
RSS: https://fasuccess.libsyn.com/rss
JSON: /v1/public/podcasts/financial-advisor-success-1002597
Markdown: /podcast/financial-advisor-success-1002597.md

Summary

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

Sep 15, 2026 · not_requested

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

Duration seconds: 5412
Source: https://fasuccess.libsyn.com/ep-507-growing-bigger-for-succession-and-then-intentionally-downsizing-for-a-simpler-lifestyle-practice-with-carolyn-mcclanahan

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Sep 8, 2026 · not_requested

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

Duration seconds: 5433
Source: https://fasuccess.libsyn.com/ep-506-building-a-killer-scorecard-to-track-key-weekly-metrics-on-the-path-to-275m-aum-with-jenna-biancavilla

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Sep 1, 2026 · not_requested

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

Duration seconds: 5432
Source: https://fasuccess.libsyn.com/ep-505-using-a-pillow-test-to-make-the-hard-business-decisions-on-the-way-to-35b-aum-with-andrew-rosen

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Aug 25, 2026 · not_requested

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

Duration seconds: 5359
Source: https://fasuccess.libsyn.com/ep-504-taking-your-growth-to-the-next-level-by-building-an-authentic-personal-brand-with-sheri-fitts

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Aug 18, 2026 · not_requested

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

Duration seconds: 5440
Source: https://fasuccess.libsyn.com/ep-503-organically-growing-to-800m-aum-in-less-than-a-decade-by-investing-in-educational-marketing-with-david-brooks

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Aug 11, 2026 · not_requested

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

Duration seconds: 5388
Source: https://fasuccess.libsyn.com/ep-502-managing-240m-as-a-3-person-team-through-a-structured-meeting-approach-with-wendy-ciehanski

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Aug 4, 2026 · not_requested

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

Duration seconds: 5385
Source: https://fasuccess.libsyn.com/ep-501-navigating-succession-planning-that-doesnt-turn-out-as-expected-even-when-youre-doing-everything-right-with-rick-kahler

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Jul 28, 2026 · not_requested

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

Duration seconds: 6023
Source: https://fasuccess.libsyn.com/ep-500-time-management-intentionally-managing-hyper-growth-and-transitioning-content-through-qnr-standards-with-michael-kitces

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Jul 21, 2026 · not_requested

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

Duration seconds: 5407
Source: https://fasuccess.libsyn.com/ep-499

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Jul 14, 2026 · not_requested

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

Duration seconds: 5396
Source: https://fasuccess.libsyn.com/ep-498-hiring-a-coo-and-creating-partnership-paths-early-to-drive-enterprise-value-on-the-path-to-3b-aum-with-christine-demao

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Jul 7, 2026 · not_requested

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

Duration seconds: 5397
Source: https://fasuccess.libsyn.com/ep-497-transitioning-from-solo-practice-to-an-enterprise-ensemble-with-shane-morrow

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Jun 30, 2026 · not_requested

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

Duration seconds: 5397
Source: https://fasuccess.libsyn.com/ep-496-lessons-learned-from-building-a-60b-advisory-enterprise-with-shannon-eusey

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Jun 23, 2026 · not_requested

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

Duration seconds: 5996
Source: https://fasuccess.libsyn.com/ep-495-scaling-to-35m-of-flat-fee-revenue-by-leaning-into-a-unique-retirement-income-approach-with-bradley-clark

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Jun 16, 2026 · not_requested

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

Duration seconds: 5360
Source: https://fasuccess.libsyn.com/ep-494-training-next-gen-advisors-in-business-development-by-getting-really-clear-about-who-they-serve-and-how-they-help-with-kristin-harad

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Jun 9, 2026 · not_requested

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

Duration seconds: 5380
Source: https://fasuccess.libsyn.com/ep-493-growing-to-350m-aum-by-putting-client-cash-flow-at-the-center-of-the-planning-process-with-david-mozeika

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Jun 2, 2026 · not_requested

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

Duration seconds: 5421
Source: https://fasuccess.libsyn.com/ep-492-getting-your-virtual-teams-best-work-through-steward-leadership-on-the-growth-path-to-500m-with-mary-chapman

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May 26, 2026 · not_requested

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

Duration seconds: 5400
Source: https://fasuccess.libsyn.com/ep-491-earning-premium-planning-fees-by-demonstrating-hard-dollar-tax-savings-for-business-owner-clients-with-patrick-lonergan

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May 19, 2026 · not_requested

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

Duration seconds: 5400
Source: https://fasuccess.libsyn.com/ep-490-attracting-and-retaining-hnw-clients-by-being-more-available-for-their-multigenerational-family-needs-with-liz-miller

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May 12, 2026 · not_requested

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

Duration seconds: 5400
Source: https://fasuccess.libsyn.com/ep-489-winning-more-clients-by-talking-less-and-reducing-friction-for-prospects-with-sara-grillo

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May 5, 2026 · not_requested

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

Duration seconds: 5400
Source: https://fasuccess.libsyn.com/ep-488-bringing-hiring-in-house-to-support-rapid-growth-after-doubling-aum-to-600m-in-one-year-with-joe-schmitz-jr

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Apr 28, 2026 · not_requested

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

Duration seconds: 5413
Source: https://fasuccess.libsyn.com/ep-487-building-the-team-and-tech-to-serve-thousands-of-advice-only-clients-efficiently-with-lori-atwood

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Apr 21, 2026 · not_requested

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

Duration seconds: 5399
Source: https://fasuccess.libsyn.com/ep-486-lessons-learned-from-how-mega-rias-are-scaling-their-people-to-support-growth-with-lisa-crafford

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Apr 14, 2026 · not_requested

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

Duration seconds: 5400
Source: https://fasuccess.libsyn.com/ep-485-exercises-to-help-clients-better-navigate-the-transition-to-retirement-after-having-done-it-yourself-with-michael-kay

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Apr 7, 2026 · not_requested

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

Duration seconds: 5399
Source: https://fasuccess.libsyn.com/ep-484-scaling-to-1b-aum-by-recognizing-your-rainmaker-strengths-and-delegating-the-rest-with-jake-falcon

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Mar 31, 2026 · not_requested

Ep 483: Closing (More Affluent) Clients in The First Meeting with an "Approach Talk" Method to Create Urgency with Erin Botsford

Duration seconds: 5400
Source: https://fasuccess.libsyn.com/ep-483-closing-more-affluent-clients-in-the-first-meeting-with-an-approach-talk-method-to-create-urgency-with-erin-botsford

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Mar 24, 2026 · not_requested

Ep 482: Growing To $500M AUM In 7 Years by Connecting with Your Ideal Clients on LinkedIn with Justin Brownlee

Duration seconds: 5429
Source: https://fasuccess.libsyn.com/ep-482-growing-to-500m-aum-in-7-years-by-connecting-with-your-ideal-clients-on-linkedin-with-justin-brownlee

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Mar 17, 2026 · not_requested

Ep 481: Leveraging Technology To Rapidly Scale Growth Delivering Financial Planning To Next Generation Clients with Adam Dell

Duration seconds: 5399
Source: https://fasuccess.libsyn.com/ep-481-leveraging-technology-to-rapidly-scale-growth-delivering-financial-planning-to-next-generation-clients-with-adam-dell

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Mar 10, 2026 · not_requested

Ep 480: Growing To $660M Of AUM By Leveraging SEO (And Now AEO) To Build A Durable Pipeline Of Good-Fit Prospects with Helen Stephens

Duration seconds: 5222
Source: https://fasuccess.libsyn.com/ep-480-growing-to-660m-of-aum-by-leveraging-seo-and-now-aeo-to-build-a-durable-pipeline-of-good-fit-prospects-with-helen-stephens

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Mar 3, 2026 · not_requested

Ep 479: Maintaining Good Work/Life Balance While Adding Advisors And 4Xing The Firm To $315M with Andy Panko

Duration seconds: 5400
Source: https://fasuccess.libsyn.com/ep-479-maintaining-good-worklife-balance-while-adding-advisors-and-4xing-the-firm-to-315m-with-andy-panko

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Feb 24, 2026 · not_requested

Ep 478: Fixing Advisory Firm Marketing Funnels So The Phone Actually Rings With Prospects with Kendra Wright

Duration seconds: 5399
Source: https://fasuccess.libsyn.com/ep-478-fixing-advisory-firm-marketing-funnels-so-the-phone-actually-rings-with-prospects-fasuccess-with-kendra-wright

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Feb 17, 2026 · not_requested

Ep 477: Finding Real Uses For AI Tools Not Just To Gain Efficiency But Create More (Customized) Value For Clients with Christopher Haigh

Duration seconds: 5400
Source: https://fasuccess.libsyn.com/ep-477-finding-real-uses-for-ai-tools-not-just-to-gain-efficiency-but-create-more-customized-value-for-clients-with-christopher-haigh

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Feb 10, 2026 · not_requested

Ep 476: Making The Decision To Add A Partner (After Leaving A Partnership Yourself) While Approaching $500M AUM with Kathy Longo

Duration seconds: 5399
Source: https://fasuccess.libsyn.com/ep-476-making-the-decision-to-add-a-partner-after-leaving-a-partnership-yourself-while-approaching-500m-aum-with-kathy-longo

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