{"podcast":{"title":"Financial Advisor Success","slug":"financial-advisor-success-1002597","podcast_index_feed_id":1002597,"rss_url":"https://fasuccess.libsyn.com/rss","website_url":"https://www.kitces.com/podcast/","image_url":"https://static.libsyn.com/p/assets/9/c/f/5/9cf5890398ef9d2d/Kitces_Podcast_Logo_-_UPDATED_-_LARGE.png","author":"Michael Kitces","episode_count":507,"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.","last_synced_at":"2026-09-16T02:19:49.350372+00:00","page_url":"https://stenobird.com/podcast/financial-advisor-success-1002597"},"episodes":[{"title":"Ep 507: Growing Bigger For Succession And Then Intentionally Downsizing For A Simpler Lifestyle Practice with Carolyn 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episode."},{"name":"read_markdown","method":"GET","url":"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.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Ep 506: Building A 'Killer' Scorecard To Track Key Weekly Metrics On The Path To $275M AUM with Jenna Biancavilla","slug":"ep-506-building-a-killer-scorecard-to-track-key-weekly-metrics-on-the-path-to-275m-aum-with-jenna-biancavilla","published_at":"2026-09-08T11:00:00+00:00","page_url":"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","url":"https://fasuccess.libsyn.com/ep-506-building-a-killer-scorecard-to-track-key-weekly-metrics-on-the-path-to-275m-aum-with-jenna-biancavilla","duration_seconds":5433,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/financial-advisor-success-1002597/episodes/ep-506-building-a-killer-scorecard-to-track-key-weekly-metrics-on-the-path-to-275m-aum-with-jenna-biancavilla/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"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.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Ep 505: Using A \"Pillow Test\" To Make The Hard Business Decisions On The Way To $3.5B AUM with Andrew Rosen","slug":"ep-505-using-a-pillow-test-to-make-the-hard-business-decisions-on-the-way-to-3-5b-aum-with-andrew-rosen","published_at":"2026-09-01T11:00:00+00:00","page_url":"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","url":"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","duration_seconds":5432,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/financial-advisor-success-1002597/episodes/ep-505-using-a-pillow-test-to-make-the-hard-business-decisions-on-the-way-to-3-5b-aum-with-andrew-rosen/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"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.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Ep 504: Taking Your Growth To The Next Level By Building An Authentic Personal Brand with Sheri Fitts","slug":"ep-504-taking-your-growth-to-the-next-level-by-building-an-authentic-personal-brand-with-sheri-fitts","published_at":"2026-08-25T10:00:00+00:00","page_url":"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","url":"https://fasuccess.libsyn.com/ep-504-taking-your-growth-to-the-next-level-by-building-an-authentic-personal-brand-with-sheri-fitts","duration_seconds":5359,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/financial-advisor-success-1002597/episodes/ep-504-taking-your-growth-to-the-next-level-by-building-an-authentic-personal-brand-with-sheri-fitts/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"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.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Ep 503: Organically Growing To $800M AUM In Less Than A Decade By Investing In Educational Marketing with David Brooks","slug":"ep-503-organically-growing-to-800m-aum-in-less-than-a-decade-by-investing-in-educational-marketing-with-david-brooks","published_at":"2026-08-18T11:00:00+00:00","page_url":"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","url":"https://fasuccess.libsyn.com/ep-503-organically-growing-to-800m-aum-in-less-than-a-decade-by-investing-in-educational-marketing-with-david-brooks","duration_seconds":5440,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/financial-advisor-success-1002597/episodes/ep-503-organically-growing-to-800m-aum-in-less-than-a-decade-by-investing-in-educational-marketing-with-david-brooks/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"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.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Ep 502: Managing $240M As A 3-Person Team Through A Structured Meeting Approach with Wendy Ciehanski","slug":"ep-502-managing-240m-as-a-3-person-team-through-a-structured-meeting-approach-with-wendy-ciehanski","published_at":"2026-08-11T11:00:00+00:00","page_url":"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","url":"https://fasuccess.libsyn.com/ep-502-managing-240m-as-a-3-person-team-through-a-structured-meeting-approach-with-wendy-ciehanski","duration_seconds":5388,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/financial-advisor-success-1002597/episodes/ep-502-managing-240m-as-a-3-person-team-through-a-structured-meeting-approach-with-wendy-ciehanski/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"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.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Ep 501: Navigating Succession Planning That Doesn't Turn Out As Expected (Even When You're Doing Everything Right) with Rick Kahler","slug":"ep-501-navigating-succession-planning-that-doesn-t-turn-out-as-expected-even-when-you-re-doing-everything-right-with-rick-kahler","published_at":"2026-08-04T11:00:00+00:00","page_url":"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","url":"https://fasuccess.libsyn.com/ep-501-navigating-succession-planning-that-doesnt-turn-out-as-expected-even-when-youre-doing-everything-right-with-rick-kahler","duration_seconds":5385,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/financial-advisor-success-1002597/episodes/ep-501-navigating-succession-planning-that-doesn-t-turn-out-as-expected-even-when-you-re-doing-everything-right-with-rick-kahler/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"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.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Ep 500: Amplifying Business Growth By Constantly Honing Your Time Towards Its Highest-And-Best Use with Michael Kitces","slug":"ep-500-amplifying-business-growth-by-constantly-honing-your-time-towards-its-highest-and-best-use-with-michael-kitces","published_at":"2026-07-28T11:00:00+00:00","page_url":"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","url":"https://fasuccess.libsyn.com/ep-500-time-management-intentionally-managing-hyper-growth-and-transitioning-content-through-qnr-standards-with-michael-kitces","duration_seconds":6023,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/financial-advisor-success-1002597/episodes/ep-500-amplifying-business-growth-by-constantly-honing-your-time-towards-its-highest-and-best-use-with-michael-kitces/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"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.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"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","slug":"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","published_at":"2026-07-21T11:00:00+00:00","page_url":"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","url":"https://fasuccess.libsyn.com/ep-499","duration_seconds":5407,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/financial-advisor-success-1002597/episodes/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/transcription-requests","description":"Idempotently request low-priority transcript generation for this 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DeMao","slug":"ep-498-hiring-a-coo-and-creating-partnership-paths-early-to-drive-enterprise-value-on-the-path-to-3b-aum-with-christine-demao","published_at":"2026-07-14T11:00:00+00:00","page_url":"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","url":"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","duration_seconds":5396,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/financial-advisor-success-1002597/episodes/ep-498-hiring-a-coo-and-creating-partnership-paths-early-to-drive-enterprise-value-on-the-path-to-3b-aum-with-christine-demao/transcription-requests","description":"Idempotently request low-priority transcript generation for this 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Morrow","slug":"ep-497-growing-from-solo-to-siloed-partnership-to-a-3-3b-enterprise-ensemble-without-taking-outside-capital-with-shane-morrow","published_at":"2026-07-07T11:00:00+00:00","page_url":"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","url":"https://fasuccess.libsyn.com/ep-497-transitioning-from-solo-practice-to-an-enterprise-ensemble-with-shane-morrow","duration_seconds":5397,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/financial-advisor-success-1002597/episodes/ep-497-growing-from-solo-to-siloed-partnership-to-a-3-3b-enterprise-ensemble-without-taking-outside-capital-with-shane-morrow/transcription-requests","description":"Idempotently request low-priority transcript generation for this 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Eusey","slug":"ep-496-lessons-learned-from-building-a-60b-advisory-enterprise-with-shannon-eusey","published_at":"2026-06-30T11:00:00+00:00","page_url":"https://stenobird.com/podcast/financial-advisor-success-1002597/ep-496-lessons-learned-from-building-a-60b-advisory-enterprise-with-shannon-eusey","url":"https://fasuccess.libsyn.com/ep-496-lessons-learned-from-building-a-60b-advisory-enterprise-with-shannon-eusey","duration_seconds":5397,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/financial-advisor-success-1002597/episodes/ep-496-lessons-learned-from-building-a-60b-advisory-enterprise-with-shannon-eusey/transcription-requests","description":"Idempotently request low-priority transcript generation for this 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Clark","slug":"ep-495-scaling-to-3-5m-of-flat-fee-revenue-by-leaning-into-a-unique-retirement-income-approach-with-bradley-clark","published_at":"2026-06-23T11:00:00+00:00","page_url":"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","url":"https://fasuccess.libsyn.com/ep-495-scaling-to-35m-of-flat-fee-revenue-by-leaning-into-a-unique-retirement-income-approach-with-bradley-clark","duration_seconds":5996,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/financial-advisor-success-1002597/episodes/ep-495-scaling-to-3-5m-of-flat-fee-revenue-by-leaning-into-a-unique-retirement-income-approach-with-bradley-clark/transcription-requests","description":"Idempotently request low-priority transcript generation for this 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Harad","slug":"ep-494-training-next-gen-advisors-in-business-development-by-getting-really-clear-about-who-they-serve-and-how-they-help-with-kristin-harad","published_at":"2026-06-16T11:00:00+00:00","page_url":"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","url":"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","duration_seconds":5360,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/financial-advisor-success-1002597/episodes/ep-494-training-next-gen-advisors-in-business-development-by-getting-really-clear-about-who-they-serve-and-how-they-help-with-kristin-harad/transcription-requests","description":"Idempotently request 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Mozeika","slug":"ep-493-growing-to-350m-aum-by-putting-client-cash-flow-at-the-center-of-the-planning-process-with-david-mozeika","published_at":"2026-06-09T11:00:00+00:00","page_url":"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","url":"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","duration_seconds":5380,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/financial-advisor-success-1002597/episodes/ep-493-growing-to-350m-aum-by-putting-client-cash-flow-at-the-center-of-the-planning-process-with-david-mozeika/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"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.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Ep 492: Getting Your (Virtual) Team's Best Work Through Steward Leadership On The Growth Path To $500M with Mary Chapman","slug":"ep-492-getting-your-virtual-team-s-best-work-through-steward-leadership-on-the-growth-path-to-500m-with-mary-chapman","published_at":"2026-06-02T11:00:00+00:00","page_url":"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","url":"https://fasuccess.libsyn.com/ep-492-getting-your-virtual-teams-best-work-through-steward-leadership-on-the-growth-path-to-500m-with-mary-chapman","duration_seconds":5421,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/financial-advisor-success-1002597/episodes/ep-492-getting-your-virtual-team-s-best-work-through-steward-leadership-on-the-growth-path-to-500m-with-mary-chapman/transcription-requests","description":"Idempotently request low-priority transcript generation for this 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generation for this episode."},{"name":"read_markdown","method":"GET","url":"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.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Ep 476: Making The Decision To Add A Partner (After Leaving A Partnership Yourself) While Approaching $500M AUM with Kathy 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