Podcast Episodes

Why Every Financial Advisor Sounds the Same w/ Emily Armstrong | The Afternoon Advisor E11

Every advisor says the same thing. Here's how to stop.

Emily Armstrong is the founder of Wonder Lab Strategy and one of the sharpest brand strategists…

8 hours ago

Spending $650k/Month in Ads & Being a Contrarian w/ Aaron Cirksena | The Afternoon Advisor E10

This advisor is spending $650,000 a month on paid ads. He knows exactly what he'll make back.

Aaron Cirksena is the CEO and founder of MDRN Capital — …

1 month ago

Niche Marketing & Organic Growth at Scale w/ Sahil Gupta | The Afternoon Advisor E9

What does it look like to grow an RIA from $600M to $1B without losing what made it work in the first place?

Sahil Gupta handles organic growth and ma…

1 month, 2 weeks ago

Building the Full Growth System w/ Mike Barrasso | The Afternoon Advisor E8

Most financial advisors are looking for a silver bullet. There isn't one... but there are a lot of golden BBs.

Mike Barrasso grew his family's RIA fro…

1 month, 3 weeks ago

The Psychology of Referrals w/ Dan Allison | The Afternoon Advisor E7

98% of your clients are willing to refer you. So why is your organic growth rate sitting at 1-3%?

Dan Allison has spent 22 years studying the behavior…

1 month, 4 weeks ago

Organic Growth & Loving Your Business Again w/ David DeCelle | The Afternoon Advisor E6

Most financial advisors didn't sign up to be marketers. But the ones who reframe why they're growing... those are the ones who can't be stopped.

David…

2 months ago

Conversational Intelligence & the Future of Advice w/ Liam Hanlon | The Afternoon Advisor E5

Jump just raised $80 million. Not because they built a better note taker — but because they're sitting on one of the most valuable data sets in wealt…

2 months, 1 week ago

Testimonials, AEO vs SEO, & Durable Growth w/ Andrew Johnson | The Afternoon Advisor E4

Every advisor knows their clients love them. So why are so few using testimonials in their marketing?

Andrew Johnson is the founder of Testimonial iQ …

2 months, 3 weeks ago

Video Marketing for Financial Advisors w/ Nick Meyer | The Afternoon Advisor E3

What does it actually take to grow your advisory firm with short-form video? We went straight to the source.

Nick Meyer is the most followed CFP® prof…

3 months ago

Compliance, AI, & The Future of Financial Advice w/ Chad Gordon | The Afternoon Advisor E2

Is compliance a "boogeyman" keeping you up at night as a financial advisor, or is it the secret to your firm’s reputation?

In this episode of The Afte…

3 months, 1 week ago