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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 expe ...
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The Financial Advisor’s Edge Podcast

Jim Martin, Gregg Gonzalez, & Brad Warhurst - Rainmakers

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The Financial Advisor’s Edge Podcast is show created for financial advisors by financial advisors. Four financial advisors that have each built successful practices share their strategies and systems that have helped them build 100+ million dollar practices. Tune in weekly to learn how to build the financial planning practice you’ve always wanted.
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The Modern Financial Advisor Podcast shines a light on innovative strategies, solutions, and ideas shared by guests who are driving the wealth management industry forward in new and exciting ways. The show is hosted by Mike Langford and produced by finservMarketing.
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Welcome to Mastering Your Money Mindset: How to Think Like a Top Producing Financial Advisor. Weekly Interviews with Top Performers in the industry. Have you ever wondered what separates successful financial advisors and insurance agents from the rest? What sets them apart isn't just hard work or skills, it's their mindset.
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The Reformed Financial Advisor is the project of Andy Flattery, a CERTIFIED FINANCIAL PLANNER™ in Kansas City, MO. This podcast is an exploration of financial heresies as they pertain to individual stock investing, bitcoin, laissez faire entrepreneurship, and the life well lived.
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Financial advisors, does this sound familiar? You’re barraged with people and companies who promise to help you get six thousand new clients in thirty seconds or less as long as you follow their magic tip, trick, or tactic. If so, take a deep breath and relax because that is NOT what this show is about. Lol. Hi, I’m James Pollard. I’m the founder of TheAdvisorCoach.com and host of the “Financial Advisor Marketing” podcast. This podcast is rooted in timeless principles designed to help financ ...
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"Do Business. Do Life." is a weekly podcast dedicated to helping the independent financial advisor create unlimited growth and freedom in their business AND life. Having been a coach for the top 1% of independent financial advisors for 15+ years, Brad Johnson has seen far too many leaders in financial services sacrifice their marriages, health, relationships, and everything else that matters to walk across an industry stage recognizing their "success." That model is broken, and Brad's on a m ...
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If you are seeking your path to real financial success – this show is for you. Truly achieving financial freedom requires you master the “inner” world of money - your money mindset - and the “outer” world of money - consistently growing your net worth. One without the other is not enough. This show contains powerful systems and methodologies for women who run businesses and women who don’t. Love, your Money with Hilary Hendershott tackles money beliefs and financial planning strategies like: ...
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Essential Financial Advisor Marketing

financialadvisorsupport.com

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Welcome to the Essential Financial Advisor Marketing Podcast. In this podcast, you’ll get discussions and interviews 100% dedicated to helping financial advisors with their marketing challenges, as well as sharing what’s working well in their practice.
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People of color and women have been historically underrepresented in the financial advisory profession. However, there is a growing number of women and people of color who are financial advisors. These women and people of color are often the first in their families to become financial professionals, and they have had to navigate a profession that was not designed with them in mind. This podcast will share the stories of women and people of color who are financial advisors or in the financial ...
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Financial Advisory Podcast

Anthony Ficarra & Ace Sathe

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Financial Advisory Podcast, hosted by Anthony Ficarra, is an engaging in-person podcast where the host along with producer/engineer Ace, dive into the world of entrepreneurship in a conversational and accessible manner. While insightful and informative, the show emphasizes that it does not offer official financial advice.
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Kitces and Carl - Real Talk for Real Financial Advisors

Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

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A no-holds barred conversation for Real Financial Advisors with industry nerd Michael Kitces and client communication expert Carl Richards. One draws with a Sharpie, the other nerds out with spreadsheets, and both provide you with unique perspectives so that you can more effectively communicate with and serve your clients, run a more fulfilling practice, and maintain a healthier lifestyle.
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Join Reese Harper, CFP® and Carl Richards, CFP® each week as they discuss how to master the emotional (art) and functional (science) jobs of financial planning. You'll learn how monitoring ongoing financial vitals, diagnosing issues, and prescribing creative solutions leads to increased client trust, meaningful conversations, and practice growth.
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Hosted by Sarah Delahanty, Executive Decisions is a podcast for business leaders. One thing we all know is that successful executives are in a constant state of learning. Our guests share how their professional and personal roles have evolved over the years, what challenges they have overcome on their path to success, and how they manage the increasing financial complexity of life and work. Sarah Delahanty works for SYM Financial Advisors. All opinions expressed by Sarah or any podcast guest ...
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What does it profit a man to gain the whole world and lose his soul? This podcast provides spiritual insights about creating a Christian Retirement Plan. In each episode, he answers questions Christians have about how to build wealth and live a financial life according to the Word of God. The host, A.B. Ridgeway, MBA, CPWA®️ is a Certified Private Wealth Advisor professional and owner of A.B. Ridgeway Wealth Management.
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The show is called Money Talk. It covers just about everything that affects wealth and financial well-being. Hosted by Dianne Duva, CFP & Neil Krisel, CFA. Dianne Duva, is a Certified Financial Planner and founding Partner of Arlington Financial Advisors, a leading wealth management firm in Santa Barbara. She is a graduate of George Washington University, a Katherine Harvey Fellow and a board member of numerous not for profits. Neil Kreisel, CFA is from New York where he worked in finance fo ...
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The Diamond Podcast for Financial Advisors

Mindy Diamond Financial Advisor Recruiter and Consultant

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Launched in 2017 as Mindy Diamond on Independence, the show has taken on a broader perspective beyond the independent space to include topics, insights, and candid conversations around financial advisor transitions, growth, and an ever-changing industry landscape. Each episode is designed to offer objective guidance and actionable advice with some of the industry’s brightest movers and shakers.
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As a physician mom or dad, you put everything into your practice and your kids and you want to make sure you’ll have enough for retirement some day. But work and family soak up most of your time and energy, so the last thing you want to do is sit down and dig through the ever-changing world of investment options and tax laws to find out what you’re missing and figure out what to do with your extra money. Join hosts W. Ben Utley and Nate Reineke, two Certified Financial Planner™ professionals ...
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Practical Wisdom from ACP Financial Advisors

Alliance of Comprehensive Planners (ACP)

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In Practical Wisdom from ACP Financial Advisors, host Ken Robinson, CFP®, talks with Certified ACP advisors as they share their stories of how they became successful, fee-only, comprehensive financial advisors. Through these conversations, Practical Wisdom reveals the strategies, tips, and tools these advisors employed to get where they are today. Practical Wisdom also explores the common denominator among all of these advisors—the ACP methodology.
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Ever wish you knew an Advisor who built a 7-figure practice--while only working 3 days a week--that was willing to share her systems, processes, and business hacks with you? Meet the Efficient Advisor Podcast host Libby Greiwe. Her specialty? Breaking down the functions of a financial planning practice into actionable step-by-step processes designed to get you results and get you out of overwhelm. Expert interviews, done-for-you templates, and easy to implement solutions… all tied together b ...
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Learn what really moves the needle in your business from advisor success stories and industry experts. From the latest marketing tactics working today, to advice for better serving your clients and guidance on running your practice more efficiently, AdvisorRadio gives you the insights you need to take your financial advisory business to the next level.
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Are you saving enough for major goals like retirement or your children’s higher education? Does your investment strategy align with your financial objectives? Do you have a plan for distributing your wealth to your heirs and favorite causes?Plan for Life with Canby Financial Advisors is a podcast designed to answer these and other questions to help you anticipate and manage financial challenges and opportunities at every stage of your life. In each episode, host Howard Caplan and a member of ...
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The Elite Advisor Blueprint® is a podcast dedicated to sharing the "blueprint for success" in the independent financial advising world. Based on Brad's decade of experience consulting the top advisors in the US, that could mean doubling your revenue, doubling your vacation, or BOTH! Continuing the successful formula of idea sharing that led Advisors Excel to be the #1 player in its industry, Brad distills the best advice from top thought leaders and applies it to the world of independent fin ...
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show series
 
There are downright shocking statistics about how much debt the average person has… and you’d be mistaken if you think this also doesn’t apply to financial advisors. It's the height of hypocrisy when you’re teaching others how to manage their money, but can’t manage your own. And yet, I see advisors’ credit cards declining almost every day when the…
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Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: Five Good Ideas You Can Implement Today ---------------------- LINKS FROM THIS EPISODE Learn More About the Retirement Tax Services Summit Here!…
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When faced with a cancer diagnosis, Nelson took a road less traveled, bravely side-stepping conventional treatments in search of healing's true source. His narrative weaves through the possibilities of what might happen if we dared to question the status quo. In our latest episode, he opens up about his transformation after being diagnosed with can…
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Well, we've got a special one for you today! Triad's very own, Shawn Sparks is jumping on the pod to talk about his new book, The Advisor Transformation. Now, if you've been following my journey, you'll know that Shawn isn't just my business partner; he's been by my side through thick and thin, and has been a trusted friend for years. Shawn's exper…
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Eric Simonson, Founder & CEO of Abundo Wealth, joins the show to share how his 'advice-only' RIA model revolutionized the financial planning landscape. Despite launching just four years ago, Abundo has soared to oversee $600M in assets for 420 client households, with a unique approach generating over 30 new clients monthly. In this episode, Eric sh…
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Welcome to episode 227 of Love, your Money! Today, we’re back with a special Money Coaching episode that includes segments from a two-part coaching session with my client. The reality is, many people struggle with charging the rates they deserve. There are tough questions that don’t always have easy answers. Questions like: What should I charge my …
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With Louis Diamond and Jason Diamond Overview In the Advisor Transition Report’s companion podcast episode, Louis and Jason Diamond explore the key takeaways and their anticipated influence on activity during 2024 and beyond. Listen in… > Download a transcript of this episode… NOTE: The views and opinions expressed by the guests on this podcast are…
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This week, we have a special episode featuring Jon Kuttin and Matt Halloran on the Top Advisor Marketing Podcast by ProudMouth! Advisors, what are some proven tactics and strategies that advisors can employ to accelerate growth and achieve their goals? In this episode, Matt Halloran is joined by Jon Kuttin – CEO of Kuttin Consulting Group, The post…
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The lack of robust organic growth for financial advisors' businesses has been a key concern for industry leaders for years. On this episode of the podcast Tom Rieman, CEO and Founding Partner of PracticeI ntel shares what he believes is the key to cracking the code on organic growth for financial advisors. Resources Mentioned In This Episode: Bridg…
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On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Gregg, Brad, and Jim talk about how to charge what you are worth. Visit our website at: www.thefinancialadvisorsedge.comעל ידי Jim Martin, Gregg Gonzalez, & Brad Warhurst - Rainmakers
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In our 132nd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the best way for advisors to get the word out about their services. For full show notes, see kitces.com and thesocietyofadvice.com.
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In this episode, I delve into optimizing life while leaving a meaningful legacy. I critique the "Die With Zero" concept, popularized by Bill Perkins and others. Perkins stresses intentional living by managing time, wealth, and health effectively, but at the expense of family wealth and legacy. I also explore the societal shift towards individualism…
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Darrian Leu-Pierre is an up and coming pro boxer and the founder of L&D Gives, a non-profit organization. @livewirecaffco Code “FINAD20” (20% off) @alpinemovingco Code “MOVE24” (10% off) @telsontequila Code “FINAD20” Telson Tequila: https://telsontequila.com/ Alpine Moving Co: https://www.alpinemovingco.com/ LiveWire Caffeine: https://livewirecaffc…
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Many investors are obsessed with Net Worth and want to know if they are on track for their age. In this episode, we review the Federal Reserves Survey of Consumer Finances which breaks down the National Average of Net Worth by age group. We also discuss how to calculate your net worth, the difference between median and mean calculations, the import…
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Scammers NEVER give up. Every day there are new scams going around the internet. In this episode, we discuss how to identify scammers, 3 qualities that will make you vulnerable to a scammer, and 3 ways to protect yourself and your family. It is said that women are more vulnerable to scammers. So if you have an elderly parent or you are approaching …
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💵Sign up for a Christian Finance Consultation and create your Financial Plan Today! https://calendly.com/abridgewaywm/consultation This is NOT a prosperity gospel. Jesus makes it very clear about which riches we should be rushing to acquire in Matthew 6:19-21 during his famous Sermon on the Mount. In this lecture, I debunk a verse that has plagued …
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With Dan Seivert, CEO & Managing Partner at ECHELON Partners Overview Dan Seivert of ECHELON Partners offers perspective to help advisors better understand their business’s value drivers and how to maximize each, even if you aren’t interested in going independent or selling your business. Listen in… > Download a transcript of this episode… NOTE: Th…
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If you have never heard me speak in public. This is a lecture I give about my past, how I started in Finances, and how you can take control of your life and your finances by reconnecting yourself with God. 💵Sign up for a Christian Finance Consultation and create your Financial Plan Today! https://calendly.com/abridgewaywm/consultation Next Steps 📞 …
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How do you monitor and communicate the progress your clients are making? In this episode you’ll learn how Physicians Thrive leverages the Elements platform to fill critical gaps in financial monitoring and planning, ensuring ongoing improvement in their clients' financial health.על ידי Elements
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“Ideas are easy. Implementation is hard.” After decades of building and running her own successful advisory practice, Libby has collected lots of good ideas along the way. In addition to scaling her own firm, she’s helped over 1,000 advisors implement lots of “good ideas” to help them create efficiencies, increase client experience, and to just do …
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💵Sign up for a Christian Finance Consultation and create your Financial Plan Today! https://calendly.com/abridgewaywm/consultation A caller called into the Dave Ramsey Show and said that a close friend lost $600,000 of her life's savings investing. He used fake statements and ordered checks to wipe her clean. His strategy? Day Trading. He told her …
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Stephan Grenier is a former electrical lineman, entrepreneur, and a 32° Freemason. @livewirecaffco Code “FINAD20” (20% off) @alpinemovingco Code “MOVE24” (10% off) @telsontequila Code “FINAD20” Telson Tequila: https://telsontequila.com/ Alpine Moving Co: https://www.alpinemovingco.com/ LiveWire Caffeine: https://livewirecaffco.shop/ Follow us on Yo…
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💵Sign up for a Christian Finance Consultation and create your Financial Plan Today! https://calendly.com/abridgewaywm/consultation Tipping culture is getting out of control. More and more taxes are appearing on the bill of your favorite restaurants. They are not even giving you a chance to tip. First it was automatic gratuity for large parties, and…
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Many financial advisors are, to put it bluntly, terrible at marketing, which means I give the same marketing advice to advisors again and again and again. That’s why I gathered the most common—and most effective—marketing advice I give to advisors and put it into a single episode. If your marketing doesn’t keep your sales pipeline filled to the bri…
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💵Sign up for a Christian Finance Consultation and create your Financial Plan Today! https://calendly.com/abridgewaywm/consultation There is an attack on Christians. Is it so hard to believe that there are people who are Christian who love their country too? There is an attack on Christians and this MSNBC pundit tries to "educate" us on Christian Na…
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💵Sign up for a Christian Finance Consultation and create your Financial Plan Today! https://calendly.com/abridgewaywm/consultation Candace Owens seems to be under attack as she is labeled a Christian Nationalist. This term has been floating around as an extremist term to label those who have Christian values and unafraid to express them. It seems t…
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If you should withdraw or not is a personal question. That is why we react to these different individuals. So listen in as there is another caller with a unique situation. 0:00 - Introduction 0:10 - Should I take out Social Security Now or Wait? 1:55 - When will you break even for your Social Security Benefits? 2:55 - Dave Breaks Down the Social Se…
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Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: Buying Back Your Time: Leveraging Others' Expertise to Get it All Done Faster With Guest Carter Wilcoxson ---------------------- LINKS FROM THIS…
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Hear stories of investors who decided to take their Social Security early at age 62. You will be surprised on the diversity of outcomes that occur when making the same exact decision. Key Moments: 0:00 - Introduction 0:20 - Retirees shares EMOTIONAL stories of Social Security Withdrawals 1:54 - Why Retirees Take Social Security Early and Why They W…
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Tired of paying $32 for late charges? Well, you might be in luck. Because President Biden just announced that they are capping the late charges on credit cards. They estimate that it will save Americans $10 billion in fees. But is this good for the American people in debt? Maybe. But what about the people who are not? Will this cause the credit car…
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Sarah Alberts and Shay Jenkins are mortgage lenders and owners of S&S Mortgage Team in the Denver Metro area. https://ssmortgageteam.com/ @livewirecaffco Code “FINAD20” (20% off) @alpinemovingco Code “MOVE24” (10% off) @telsontequila Code “FINAD20” Telson Tequila: https://telsontequila.com/ Alpine Moving Co: https://www.alpinemovingco.com/ LiveWire…
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If something seems too good to be true, it probably is (not?) When physicians hear that they could save tens of thousands of dollars in taxes by utilizing a Defined Benefit Plan for retirement saving, it sounds like a pipe dream. Before you write this retirement savings tool off, think of it like this: If something seems too good to be true, it pro…
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Ever wondered how to navigate the complexities of financial advising or carve out a successful career within it? Let the sage advice of Harry Abrahamsen, a luminary in finance and the esteemed author of "Money Rules," steer your ship through the stormy seas of personal finance and professional growth. In an intimate conversation, Harry recounts his…
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A caller had a question about Social Security. Her husband wants to go back to work, and she is thinking about retiring. What should she do? Should she take it early? Should she wait? In this episode, I give my reaction and some things I would consider when figuring out when someone should take Social Security. Schedule a Consultation: https://www.…
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Today, I’m talking with Robert Sofia, the co-founder and CEO of Snappy Kraken – an award-winning marketing technology firm that provides financial advisors with a complete digital marketing system to foster and deepen relationships with clients and prospects, while making it easier for advisors to fulfill all of their marketing needs in one place. …
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The path to financial security is never linear—unforeseen circumstances make every person’s journey different. That’s why so many people want to know “Am I doing OK?” as they confront life’s financial twists and turns. On this Elementality, Reese and Carl explain why consumers are looking for someone who can assess and then monitor their financial …
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Rob Schultz is the Senior Partner of NWF Advisory, a hybrid firm based out of Los Angeles, where he oversees nearly $500 million in assets under management for 200 households. Rob has uniquely developed a streamlined meeting process with a standardized agenda that enables him to focus on individual client needs while managing over 20 meetings weekl…
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We all wish we had more…TIME! ⏰ While it’s a fleeting and precious commodity, there are strategic ways to buy back more hours in your day. In today’s episode, our guest, Carter Wilcoxson, discusses various options that help advisors save time, energy, and money, including his very own Advisor Partner Client Acquisition Kit…which is filled with some…
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Welcome to episode 226 of Love, your Money! In this episode, I’m joined by retirement expert Anne Lester. Anne’s 30-year career in finance is beyond impressive. She was the Head of Retirement Solutions at JP Morgan, where she managed $125 billion in target date assets and traveled around the country to share her expertise. Anne’s mission is to help…
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Are you paying into Social Security for nothing? What could you do if you invested that money instead of giving it to Social Security. In this video U.S. Senator Tommy Tuberville doesn't hold back on the government spending problem. If you are preparing for retirement, you need to hear this. Key Moments: 0:00 - Can Retiree's live off of 2,000/month…
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I have been using ChatGPT since the very first day it was released to the public: November 30, 2022. At the time, I said that financial advisors who use artificial intelligence will run laps around financial advisors who don’t. And yet… more than a year later, most financial advisors didn’t listen and still aren’t using ChatGPT. Why? Well, most fin…
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Weight Watchers stock plummets 20% as billionaire decides that drugs instead of hard work is the answer. History just repeats itself, I guess, because Oprah Winfrey is promoting yet another weight loss program. After 50 years of promoting Atkins, WeightWatchers, and bringing on countless health experts. She is turning to drugs. Even as a billionair…
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You don't have to depend on wealthy parents to become a millionaire. In this video, I react to 3 tips that Ramit Sethi, who is the host of Netflix's "How To Get Rich" and New York Times bestselling author of "I Will Teach You To Be Rich" shares on this video. Are you doing these 3 things? Are you are on track to becoming a millionaire? Check out th…
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In a viral clip, Chad "OchoCinco" Johnson explains why he saved nearly 83% of his salary from the NFL. As a multi-millionaire, he speaks to the insecurities and our need for validation that causes us to spend money unnecessarily. This clip was so viral the Dave Ramsey show picked it up and in this episode we both give our takes on what it means to …
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