{"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"},"episode":{"title":"Ep 491: Earning Premium Planning Fees By Demonstrating Hard-Dollar Tax Savings For Business Owner Clients with Patrick Lonergan","slug":"ep-491-earning-premium-planning-fees-by-demonstrating-hard-dollar-tax-savings-for-business-owner-clients-with-patrick-lonergan","published_at":"2026-05-26T11:00:00+00:00","page_url":"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","show_page_url":"https://stenobird.com/podcast/financial-advisor-success-1002597","url":"https://fasuccess.libsyn.com/ep-491-earning-premium-planning-fees-by-demonstrating-hard-dollar-tax-savings-for-business-owner-clients-with-patrick-lonergan","audio_url":"https://media.blubrry.com/financial_advisor_success/traffic.libsyn.com/secure/fasuccess/FAS491.final.mp3?dest-id=395010","summary":"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 advisory firm by helping business owners unlock significant tax savings, often in the hundreds of thousands of dollars. Patrick Lonergan is the founder of Vital Wealth, an RIA based in Clinton, Iowa, that generates $2.5 million in annual advisory fee revenue for approximately 100 client households. In this episode, Patrick breaks down how he structures his services around a clear, tiered tax strategy approach, starting with foundational optimizations and progressing into more advanced, high-impact planning techniques. Listen in to learn how these strategies go beyond tax savings to support better cash flow, smarter reinvestment decisions, and long-term wealth building for entrepreneurs, as well as how delivering clear, tangible value has turned his clients into powerful referral engines . For show notes and more visit: https://www.kitces.com/491","meta_description":"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…","key_points":[],"chapters":[],"topics":[],"duration_seconds":5400,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/financial-advisor-success-1002597/episodes/ep-491-earning-premium-planning-fees-by-demonstrating-hard-dollar-tax-savings-for-business-owner-clients-with-patrick-lonergan/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-491-earning-premium-planning-fees-by-demonstrating-hard-dollar-tax-savings-for-business-owner-clients-with-patrick-lonergan.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}