159 episodes

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.

Financial Advisor Success Michael Kitces

    • Business News

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.

    Ep 161: Cultivating The Right Firm Culture With A Reality-Based Leadership Approach with Tessa Felix

    Ep 161: Cultivating The Right Firm Culture With A Reality-Based Leadership Approach with Tessa Felix

    Tessa Felix is the HR and Operations Lead for PWL Capital, an advisory firm that oversees nearly $3.6 billion in assets under management. Tessa has focused on developing the culture of her advisory firm and has put systems in place to make everyone accountable for their work, while still making it a fun environment. Today she joins the show to discuss how she is making her firm an enjoyable place to work in, as well as the leadership system she has incorporated into her management approach.
    Listen in as we talk about the weekly team meetings, internal podcast, and monthly one-on-ones Tessa uses to maintain the culture of the firm. She shares how she transitioned from being a peer of her co-workers to their manager and how she came to be the culture lead for her firm. If you’re ready to cultivate a growth mindset within your own business, this is the episode for you!
    For show notes and more visit: https://www.kitces.com/161      

    • 1 hr 47 min
    Ep 160: Accelerating Growth By Spending More Than 10% Of Revenue On Marketing (That Works) with Gabriel Shahin

    Ep 160: Accelerating Growth By Spending More Than 10% Of Revenue On Marketing (That Works) with Gabriel Shahin

    Gabriel Shahin is the founder of Falcon Wealth, an independent RIA that oversees nearly $200 million in assets under management for 370 clients. Today Gabriel joins the show to share how he has built such a successful firm from scratch in just five years by spending a significant amount on marketing.
    In this episode, we discuss how he allocates his proactive marketing dollars from outsourced SEO experts to Google ads, as well as a weekly radio show. You’ll learn how Gabriel handles the sales process, why he decided to hire a stand-alone business development associate, and what it takes to rapidly grow your firm.
    For show notes and more visit: https://www.kitces.com/160      

    • 2 hrs 2 min
    Ep 159: Navigating Financial Advisor Career Opportunities Under The Employee Model with Kelly Shikany

    Ep 159: Navigating Financial Advisor Career Opportunities Under The Employee Model with Kelly Shikany

    Kelly Shikany is a financial advisor and Director of Wealth Management for Lakeside Wealth, a hybrid RIA where she manages a base of nearly $90 million in client assets. Deciding to not hang her hat as a solo advisor, Kelly instead navigates existing advisory firms so she can focus more on her clients. She joins the show to discuss her career path and how she has worked her way to the successful position she is in today.
    In this episode, we talk about how Kelly grew her client base in her younger years by conducting “women’s circles” so she could establish relationships in her small-town community. Listen in to learn how she differentiated herself from other advisors in the area, how she structures her week to maximize personal productivity, and what helped her overcome feelings of failure so they wouldn’t hold her back.
    For show notes and more visit: https://www.kitces.com/159      

    • 1 hr 30 min
    Ep 158: Leveraging Outsourcers To Go From Employee To Independent Without Building It All Yourself with Steph Bruno

    Ep 158: Leveraging Outsourcers To Go From Employee To Independent Without Building It All Yourself with Steph Bruno

    Steph Bruno is the founder of Sea to Peak Financial Advisors, an independent RIA that oversees nearly $70 million in assets under management for 45 affluent clients. Today Steph joins the show to discuss the process of branching out and starting her own independent firm after spending 15 years as an employee for another firm.  
    Listen in as she explains why she decided to take the leap from a stable paycheck to building her own business from scratch, as well as how she rebooted her marketing in the process. You’ll learn what made her decide to hire a personal coach to help her work through the difficult first few years of running her own business, how she integrates life planning conversations into her planning process, and what she’s choosing to focus on now that she is running her own firm.
    For show notes and more visit: https://www.kitces.com/158      

    • 1 hr 39 min
    Ep 157: Building Your Own Personal Brand To Complement And Not Compete With Your Advisory Firm with Peter Lazaroff

    Ep 157: Building Your Own Personal Brand To Complement And Not Compete With Your Advisory Firm with Peter Lazaroff

    Peter Lazaroff is a shareholder and the Co-Chief Investment Officer of Plancorp, an independent RIA that oversees nearly $4.4 billion of assets under management for 1,300 affluent clients. Today he joins the show to discuss how he has been able to build his own personal brand, both as a mechanism to grow his client base and to help him navigate career opportunities.
    Listen in as Peter describes the way he has “niched down” by creating content for his target audience through a blog, emails, and a book. You’ll learn why he encourages his team to create personal brands, the importance of staying focused on the clients you want to reach, and more.
    For show notes and more visit: https://www.kitces.com/157     

    • 1 hr 51 min
    Ep 156: Establishing Next Generation Career Tracks And Business Development Training For Long-Term Sustainability with DeLynn Zell

    Ep 156: Establishing Next Generation Career Tracks And Business Development Training For Long-Term Sustainability with DeLynn Zell

    DeLynn Zell is the founder and CEO of Bridgeworth Financial, a hybrid RIA that oversees nearly $1.6 billion of assets under management for almost 2,000 clients. Today DeLynn joins the show to discuss how Bridgeworth was built from the start to sustain past the founders and how they have taken steps to attract next-generation talent to ensure the firm remains a success in the long run.

    Listen in as we talk about the difficulties DeLynn faced in the early years of her career, as well as how the gender split of CFP professionals may shift in the future. You’ll learn the four-tier career path her firm has created, how they structure their compensation for partners, and why they are reinvesting into business development and training for next-generation partners.
    For show notes and more visit: https://www.kitces.com/156   

    • 1 hr 54 min

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