{"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 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","show_page_url":"https://stenobird.com/podcast/financial-advisor-success-1002597","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","audio_url":"https://media.blubrry.com/financial_advisor_success/traffic.libsyn.com/secure/fasuccess/FAS505_final.mp3?dest-id=395010","summary":"How do you know you're making the right decision, especially when every option comes with trade-offs? Whether you're making career decisions or leading a growing advisory firm, today's guest offers practical lessons on building a business that aligns with your values while creating long-term success. Andrew Rosen is the Executive Chairman of Diversified, LLC, and in this episode, he shares the decision-making framework he calls the \"pillow test,\" a simple but powerful way to evaluate career moves, business opportunities, and strategic decisions. Listen in as Andrew explains how this mindset shaped his career, from choosing a lower-paying role with greater long-term opportunity to navigating acquisitions, ownership transitions, and decisions around private equity investment. You'll learn how Diversified evolved from founder-led ownership to a partner-owned firm, what matters just as much as technical expertise when earning clients' trust, and more. For show notes and more visit: https://www.kitces.com/505","meta_description":"How do you know you're making the right decision, especially when every option comes with trade-offs? Whether you're making career decisions or leading a…","key_points":[],"chapters":[],"topics":[],"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."}]}}