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…

12 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