Podcast Episodes

Ep 018: Taking Control Of Your Advisory Business So The Business Doesn't Control You with Angie Herbers

Angie Herbers consults with financial advisors to help them break through growth barriers and bring their firms into alignment with their core values. Although she gets about 4-5 prospects a week, An…

Published on 8 years, 7 months ago

Ep 017: Using Social Media and Blogging to Drive Business Growth As A Reformed Broker with Josh Brown

There's constantly buzz in our industry about the importance of integrating social media with your practice. Not only is Josh Brown an advisor at Ritholtz Wealth Management; he runs the widely-read b…

Published on 8 years, 7 months ago

Ep 016: Building Authentic Client Relationships By Practicing Skills (Not Pursuing Passions!) with Deena Katz

Our guest this week, Deena Katz, was already writing entire books about practice management when I was still cutting my teeth as a financial advisor. Deena is a financial advisor, author, and educato…

Published on 8 years, 7 months ago

Ep 015: Why Life Planning Is Simply Financial Planning Done Right with George Kinder

You've undoubtedly heard of "life planning" within the financial planning world, but we've got the originator himself with us today on Financial Advisor Success. 

In this episode, George Kinder talks…

Published on 8 years, 8 months ago

Ep 014: Validating Your Advisor Value Proposition And Overcoming Imposter Syndrome With Carl Richards

Carl Richards has a career that many people would be envious of. He's worked for top-notch financial planning firms, built his own RIA, written two books and a column for The New York Times, and trav…

Published on 8 years, 8 months ago

Ep 013: Succeeding As A Serial Financial Advisor Entrepreneur Serving Ultra-HNW Clients With Steve Lockshin

As a serial entrepreneur, Steve Lockshin has founded several businesses in the advisory industry. Listen to this week's episode to learn how he got started as a financial advisor without any experien…

Published on 8 years, 8 months ago

Ep 012: Delivering Profitable Financial Planning to Millennials For A Monthly Retainer Fee with Sophia Bera

Today I'm chatting with Sophia Bera, the founder of Gen Y Planning. Sophia was the subject of a post on Nerd's Eye View back in 2013 when she was starting her firm. Four years on, she's bringing home…

Published on 8 years, 8 months ago

Ep 011: How Launching An Advisory Business Can Be Safer Than Working In One with Alan Moore

Alan and I co-founded XY Planning Network in 2013, but he had to go through a lot of growth and challenges before he got there. Three years later, Alan firmly believes that being your own boss is saf…

Published on 8 years, 9 months ago

Ep 010: From Unpaid Intern to CEO and Successful Succession Planning with Eric Hehman

In this interview, Eric gives us some background about Austin Asset today and its incredible growth since he joined the firm in 1997. He shares candidly about how he and his mentor John Henry McDonal…

Published on 8 years, 9 months ago

Ep 009: From Medicine to Holistic Financial Planning Using A Complexity-Based Retainer Model with Carolyn McClanahan

Today on Financial Advisor Success, I'm excited to host Dr. Carolyn McClanahan of Life Planning Partners. Carolyn is a physician and financial planner based out of Jacksonville, Florida, where her tr…

Published on 8 years, 9 months ago