# Financial Advisor Success

Page: https://stenobird.com/podcast/financial-advisor-success-1002597
Text version: https://stenobird.com/podcast/financial-advisor-success-1002597.md
RSS feed: https://fasuccess.libsyn.com/rss
Official site: https://www.kitces.com/podcast/
Author: Michael Kitces
Episodes: 507

## Resource

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.

## Machine-readable

JSON: https://stenobird.com/v1/public/podcasts/financial-advisor-success-1002597
Markdown: https://stenobird.com/podcast/financial-advisor-success-1002597.md

## Episodes
- [Ep 507: Growing Bigger For Succession And Then Intentionally Downsizing For A Simpler Lifestyle Practice with Carolyn McClanahan](https://stenobird.com/podcast/financial-advisor-success-1002597/ep-507-growing-bigger-for-succession-and-then-intentionally-downsizing-for-a-simpler-lifestyle-practice-with-carolyn-mcclanahan) — 2026-09-15T11:00:00+00:00
- [Ep 506: Building A 'Killer' Scorecard To Track Key Weekly Metrics On The Path To $275M AUM with Jenna Biancavilla](https://stenobird.com/podcast/financial-advisor-success-1002597/ep-506-building-a-killer-scorecard-to-track-key-weekly-metrics-on-the-path-to-275m-aum-with-jenna-biancavilla) — 2026-09-08T11:00:00+00:00
- [Ep 505: Using A "Pillow Test" To Make The Hard Business Decisions On The Way To $3.5B AUM with Andrew Rosen](https://stenobird.com/podcast/financial-advisor-success-1002597/ep-505-using-a-pillow-test-to-make-the-hard-business-decisions-on-the-way-to-3-5b-aum-with-andrew-rosen) — 2026-09-01T11:00:00+00:00
- [Ep 504: Taking Your Growth To The Next Level By Building An Authentic Personal Brand with Sheri Fitts](https://stenobird.com/podcast/financial-advisor-success-1002597/ep-504-taking-your-growth-to-the-next-level-by-building-an-authentic-personal-brand-with-sheri-fitts) — 2026-08-25T10:00:00+00:00
- [Ep 503: Organically Growing To $800M AUM In Less Than A Decade By Investing In Educational Marketing with David Brooks](https://stenobird.com/podcast/financial-advisor-success-1002597/ep-503-organically-growing-to-800m-aum-in-less-than-a-decade-by-investing-in-educational-marketing-with-david-brooks) — 2026-08-18T11:00:00+00:00
- [Ep 502: Managing $240M As A 3-Person Team Through A Structured Meeting Approach with Wendy Ciehanski](https://stenobird.com/podcast/financial-advisor-success-1002597/ep-502-managing-240m-as-a-3-person-team-through-a-structured-meeting-approach-with-wendy-ciehanski) — 2026-08-11T11:00:00+00:00
- [Ep 501: Navigating Succession Planning That Doesn't Turn Out As Expected (Even When You're Doing Everything Right) with Rick Kahler](https://stenobird.com/podcast/financial-advisor-success-1002597/ep-501-navigating-succession-planning-that-doesn-t-turn-out-as-expected-even-when-you-re-doing-everything-right-with-rick-kahler) — 2026-08-04T11:00:00+00:00
- [Ep 500: Amplifying Business Growth By Constantly Honing Your Time Towards Its Highest-And-Best Use with Michael Kitces](https://stenobird.com/podcast/financial-advisor-success-1002597/ep-500-amplifying-business-growth-by-constantly-honing-your-time-towards-its-highest-and-best-use-with-michael-kitces) — 2026-07-28T11:00:00+00:00
- [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](https://stenobird.com/podcast/financial-advisor-success-1002597/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) — 2026-07-21T11:00:00+00:00
- [Ep 498: Hiring A COO And Creating Partnership Paths Early To Drive Enterprise Value On The Path To $3B AUM with Christine DeMao](https://stenobird.com/podcast/financial-advisor-success-1002597/ep-498-hiring-a-coo-and-creating-partnership-paths-early-to-drive-enterprise-value-on-the-path-to-3b-aum-with-christine-demao) — 2026-07-14T11:00:00+00:00
- [Ep 497: Growing From Solo To Siloed Partnership To A $3.3B Enterprise Ensemble (Without Taking Outside Capital) with Shane Morrow](https://stenobird.com/podcast/financial-advisor-success-1002597/ep-497-growing-from-solo-to-siloed-partnership-to-a-3-3b-enterprise-ensemble-without-taking-outside-capital-with-shane-morrow) — 2026-07-07T11:00:00+00:00
- [Ep 496: Lessons Learned From Building A $60B Advisory Enterprise with Shannon Eusey](https://stenobird.com/podcast/financial-advisor-success-1002597/ep-496-lessons-learned-from-building-a-60b-advisory-enterprise-with-shannon-eusey) — 2026-06-30T11:00:00+00:00
- [Ep 495: Scaling To $3.5M Of (Flat-Fee) Revenue by Leaning into A Unique Retirement Income Approach with Bradley Clark](https://stenobird.com/podcast/financial-advisor-success-1002597/ep-495-scaling-to-3-5m-of-flat-fee-revenue-by-leaning-into-a-unique-retirement-income-approach-with-bradley-clark) — 2026-06-23T11:00:00+00:00
- [Ep 494: Training Next-Gen Advisors In Business Development By Getting Really Clear About Who They Serve And How They Help with Kristin Harad](https://stenobird.com/podcast/financial-advisor-success-1002597/ep-494-training-next-gen-advisors-in-business-development-by-getting-really-clear-about-who-they-serve-and-how-they-help-with-kristin-harad) — 2026-06-16T11:00:00+00:00
- [Ep 493: Growing To $350M AUM By Putting Client Cash Flow At The Center Of The Planning Process with David Mozeika](https://stenobird.com/podcast/financial-advisor-success-1002597/ep-493-growing-to-350m-aum-by-putting-client-cash-flow-at-the-center-of-the-planning-process-with-david-mozeika) — 2026-06-09T11:00:00+00:00
- [Ep 492: Getting Your (Virtual) Team's Best Work Through Steward Leadership On The Growth Path To $500M with Mary Chapman](https://stenobird.com/podcast/financial-advisor-success-1002597/ep-492-getting-your-virtual-team-s-best-work-through-steward-leadership-on-the-growth-path-to-500m-with-mary-chapman) — 2026-06-02T11:00:00+00:00
- [Ep 491: Earning Premium Planning Fees By Demonstrating Hard-Dollar Tax Savings For Business Owner Clients with Patrick Lonergan](https://stenobird.com/podcast/financial-advisor-success-1002597/ep-491-earning-premium-planning-fees-by-demonstrating-hard-dollar-tax-savings-for-business-owner-clients-with-patrick-lonergan) — 2026-05-26T11:00:00+00:00
- [Ep 490: Attracting And Retaining HNW Clients By Being More Available For Their Multigenerational Family Needs with Liz Miller](https://stenobird.com/podcast/financial-advisor-success-1002597/ep-490-attracting-and-retaining-hnw-clients-by-being-more-available-for-their-multigenerational-family-needs-with-liz-miller) — 2026-05-19T11:00:00+00:00
- [Ep 489: Winning More Clients By Talking Less And Reducing Friction For Prospects with Sara Grillo](https://stenobird.com/podcast/financial-advisor-success-1002597/ep-489-winning-more-clients-by-talking-less-and-reducing-friction-for-prospects-with-sara-grillo) — 2026-05-12T11:00:00+00:00
- [Ep 488: Bringing Hiring In-House To Support Rapid Growth After Doubling AUM To $600M In One Year with Joe Schmitz Jr.](https://stenobird.com/podcast/financial-advisor-success-1002597/ep-488-bringing-hiring-in-house-to-support-rapid-growth-after-doubling-aum-to-600m-in-one-year-with-joe-schmitz-jr) — 2026-05-05T11:00:00+00:00
- [Ep 487: Building The Team And Tech To Serve Thousands Of (Advice-Only) Clients Efficiently with Lori Atwood](https://stenobird.com/podcast/financial-advisor-success-1002597/ep-487-building-the-team-and-tech-to-serve-thousands-of-advice-only-clients-efficiently-with-lori-atwood) — 2026-04-28T11:00:00+00:00
- [Ep 486: Lessons Learned from How Mega-RIAs Are Scaling Their People to Support Growth with Lisa Crafford](https://stenobird.com/podcast/financial-advisor-success-1002597/ep-486-lessons-learned-from-how-mega-rias-are-scaling-their-people-to-support-growth-with-lisa-crafford) — 2026-04-21T11:00:00+00:00
- [Ep 485: Exercises to Help Clients Better Navigate the Transition to Retirement After Having Done It Yourself with Michael Kay](https://stenobird.com/podcast/financial-advisor-success-1002597/ep-485-exercises-to-help-clients-better-navigate-the-transition-to-retirement-after-having-done-it-yourself-with-michael-kay) — 2026-04-14T11:00:00+00:00
- [Ep 484: Scaling To $1B AUM By Recognizing Your (Rainmaker) Strengths And Delegating The Rest with Jake Falcon](https://stenobird.com/podcast/financial-advisor-success-1002597/ep-484-scaling-to-1b-aum-by-recognizing-your-rainmaker-strengths-and-delegating-the-rest-with-jake-falcon) — 2026-04-07T11:00:00+00:00
- [Ep 483: Closing (More Affluent) Clients in The First Meeting with an "Approach Talk" Method to Create Urgency with Erin Botsford](https://stenobird.com/podcast/financial-advisor-success-1002597/ep-483-closing-more-affluent-clients-in-the-first-meeting-with-an-approach-talk-method-to-create-urgency-with-erin-botsford) — 2026-03-31T11:00:00+00:00
- [Ep 482: Growing To $500M AUM In 7 Years by Connecting with Your Ideal Clients on LinkedIn with Justin Brownlee](https://stenobird.com/podcast/financial-advisor-success-1002597/ep-482-growing-to-500m-aum-in-7-years-by-connecting-with-your-ideal-clients-on-linkedin-with-justin-brownlee) — 2026-03-24T11:00:00+00:00
- [Ep 481: Leveraging Technology To Rapidly Scale Growth Delivering Financial Planning To Next Generation Clients with Adam Dell](https://stenobird.com/podcast/financial-advisor-success-1002597/ep-481-leveraging-technology-to-rapidly-scale-growth-delivering-financial-planning-to-next-generation-clients-with-adam-dell) — 2026-03-17T11:00:00+00:00
- [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](https://stenobird.com/podcast/financial-advisor-success-1002597/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) — 2026-03-10T11:00:00+00:00
- [Ep 479: Maintaining Good Work/Life Balance While Adding Advisors And 4Xing The Firm To $315M with Andy Panko](https://stenobird.com/podcast/financial-advisor-success-1002597/ep-479-maintaining-good-work-life-balance-while-adding-advisors-and-4xing-the-firm-to-315m-with-andy-panko) — 2026-03-03T12:00:00+00:00
- [Ep 478: Fixing Advisory Firm Marketing Funnels So The Phone Actually Rings With Prospects with Kendra Wright](https://stenobird.com/podcast/financial-advisor-success-1002597/ep-478-fixing-advisory-firm-marketing-funnels-so-the-phone-actually-rings-with-prospects-with-kendra-wright) — 2026-02-24T12:00:00+00:00
- [Ep 477: Finding Real Uses For AI Tools Not Just To Gain Efficiency But Create More (Customized) Value For Clients with Christopher Haigh](https://stenobird.com/podcast/financial-advisor-success-1002597/ep-477-finding-real-uses-for-ai-tools-not-just-to-gain-efficiency-but-create-more-customized-value-for-clients-with-christopher-haigh) — 2026-02-17T12:00:00+00:00
- [Ep 476: Making The Decision To Add A Partner (After Leaving A Partnership Yourself) While Approaching $500M AUM with Kathy Longo](https://stenobird.com/podcast/financial-advisor-success-1002597/ep-476-making-the-decision-to-add-a-partner-after-leaving-a-partnership-yourself-while-approaching-500m-aum-with-kathy-longo) — 2026-02-10T12:00:00+00:00

## Actions

Episode pages expose an explicit `request_transcript` action. A page view does not automatically enqueue transcription.