{"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 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","show_page_url":"https://stenobird.com/podcast/financial-advisor-success-1002597","url":"https://fasuccess.libsyn.com/ep-502-managing-240m-as-a-3-person-team-through-a-structured-meeting-approach-with-wendy-ciehanski","audio_url":"https://media.blubrry.com/financial_advisor_success/traffic.libsyn.com/secure/fasuccess/FAS502_final.mp3?dest-id=395010","summary":"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 process over more than 25 years, creating a consistent meeting cadence that improves efficiency while strengthening long-term client relationships. Wendy Ciehanski is a Senior Wealth Advisor at Composition Wealth , and she joins the show today to talk about how standardized agendas, thoughtful preparation, and repeatable systems can help advisors deliver a high level of service without sacrificing personalization. Listen in to hear why leading with life conversations creates better client outcomes, how Wendy's team segments meeting frequency based on client needs, and why merging with a larger firm allowed them to spend less time on administration and more time serving clients. For show notes and more visit: https://www.kitces.com/502","meta_description":"Your client review meetings could become your firm's biggest competitive advantage. Today's guest shares how her advisory firm has refined a structured cl…","key_points":[],"chapters":[],"topics":[],"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."}]}}