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Navigating Accelerated Succession When Cancer Forces An Early Retirement with KayDee Cole
Episode 468
Succession planning is rarely easy, but when life circumstances accelerate the timeline, it requires courage, clarity, and deep trust in your team. This episode explores how to manage an ownership an…
Published on 3 hours ago
Crafting Effective Conversations To Build Business Development Rapport With Prospects with Derek Kinney
Episode 467
A key part of converting a contact or prospect into a client is an advisor's ability to explain what they offer and to show how they're the right person to solve their pain points. This episode explo…
Published on 1 week ago
Doubling AUM From Under $300M To Over $600M In 3.5 Years By Making Investments To Systematize For Scale with Morgan Nichols
Episode 466
Growth rarely comes without sacrifice—and for many advisory firm owners, that means making bold investments that might pinch margins today to create momentum for tomorrow. This episode explores how s…
Published on 2 weeks ago
Making The Sell-Or-Keep Decision When You Hit A $260M AUM Wall with Todd Pisarczyk
Episode 465
In an environment where there is no shortage of external acquirors, many RIA founders receive regular inbound inquiries from potential suitors. While the compensation from such deals (and the ability…
Published on 3 weeks ago
Hiring A Director Of Talent To Shape The Development Of Next Generation Advisors (And The Lead Advisors Who Train Them) with Katie Calagui
Episode 464
Attracting and retaining top talent is one of the greatest challenges for growing advisory firms. As teams expand, success depends not just on recruiting, but on creating a culture where people feel …
Published on 4 weeks ago
Generating 10-15 Referrals Per Week By Coaching Clients To Make More Effective Introductions with David Stevens
Season 463
While many advisors seek client referrals, an intentional approach can lead to a steadier flow of leads. Today's guest breaks down how coaching clients on making introductions and small communication…
Published on 1 month ago
Making The Tough Decision To Change Firms To Find The Path To Equity Ownership You're Seeking with Maggie Rapplean
Episode 462
Finding the right firm fit (and a well-defined path to partnership) can take time—and sometimes, the courage to start over. From wirehouse beginnings to RIA partnership, Maggie Rapplean's journey sho…
Published on 1 month, 1 week ago
Helping Clients Live Intentionally And Generously With Charitable Giving Events (That Also Drive New Growth) with Zac Larson
Episode 461
Crafting a charitable giving strategy isn't just about tax efficiency—it's a way for clients to define the deeper purpose of their wealth. When advisors center generosity in both planning conversatio…
Published on 1 month, 2 weeks ago
Establishing The Operational Systems It Takes To Truly Serve Ultra-HNW Clients Effectively with Stephanie Hughes
Episode 460
While many financial advisory firms seek to move 'upmarket' and serve high-net-worth and ultra-high-net-worth clients, these clients typically require (and often demand) a different level of service—…
Published on 1 month, 3 weeks ago
Working More Collaboratively With Clients' CPAs For Better Tax Planning (And Cross-Referral) Outcomes with Steven Jarvis
Episode 459
Tax planning strategies can fall flat if financial advisors and CPAs aren't working together. Miscommunication, timing issues, and a lack of context can create friction—or worse, lead to missed oppor…
Published on 2 months ago