Podcast Episodes

Ep 028: Scaling Up A $6B Independent RIA Using A Full-Time CEO As Chief Inspiration Officer with Michael Nathanson

Our guest today is Michael Nathanson, chief executive officer of the Colony Group. Michael's private wealth management firm has over $6 billion in assets under management and a 39% profit margin. Mic…

Published on 8 years, 5 months ago

Ep 027: Reaching HNW Prospects Leveraging Targeted Research And Introductions with Amy Parvaneh

Amy works hard to help financial advisors grow through targeted referrals to high net worth individuals. She accompanies marketing skills with sales development to make sure those leads convert to cl…

Published on 8 years, 5 months ago

Ep 026: Stop Asking For Referrals And Improve Your Referrability Index Instead with Steve Wershing

Steve Wershing is a practice management and marketing consultant who teaches clients to stop asking for referrals. He believes, if you operate in a clear niche, that you will stimulate referrals from…

Published on 8 years, 5 months ago

Ep 025: Leveraging A TAMP To Roll Out Wealth Management Services In A CPA Firm with Tim Delaney

Tim Delaney had a bit of a different journey into financial planning, but his 23-year career as a CPA was excellent training. After a few years doing both taxes and planning, clients started telling …

Published on 8 years, 5 months ago

Ep 024: How Mindset Drives Success And The 7 Freedoms Of Limitless Advisers with Stephanie Bogan

Stephanie Bogan has achieved the level of success that most financial advisors aspire to reach.  She sold her practice, Quantuvis Consulting, to Genworth Financial and now lives in Costa Rica, coachi…

Published on 8 years, 6 months ago

Ep 023: Delivering Workplace Financial Wellness With A Salaried CFP Career Path with Liz Davidson

Today's guest has a very uncommon structure for her financial consulting business. Liz Davidson is trailblazing a business model where her firm is paid by employers to educate and guide employees' fi…

Published on 8 years, 6 months ago

Ep 022: Serving Gen X Professionals With A Net-Worth-Plus-Income Retainer Fee Model with Jude Boudreaux

Jude's firm Upperline Financial has a unique fee structure that allows them to help clients and families of varying net worth while providing a holistic, vision-driven financial plan. 

In this episod…

Published on 8 years, 6 months ago

Ep 021: Pivoting An Existing Advisory Firm To A Niche Serving Women In Transition with Evelyn Zohlen

In today's episode, I speak with Inspired Financial founder, Evelyn Zohlen, an independent RIA in southern California.  Her business is focused on working with women in transition, namely divorcees a…

Published on 8 years, 6 months ago

Ep 020: Building A Successful Business By Giving Away 99% Of What You Do For Free with Michael Kitces

I've received a lot of requests for me a to be a guest on my own show - so here you have it! 

In this interview, I talk with my XYPN co-founder Alan Moore about how I manage to keep up with the blog,…

Published on 8 years, 7 months ago

Ep 019: The Evolution And Emergence Of A True Financial Planning Profession With Bob Veres

Bob Veres has long been a towering figure in the world of financial planning. He's been writing about financial planning since the early eighties and has played a key role in shaping the industry as …

Published on 8 years, 7 months ago