Financial Advisor Success Podcast
1) Ep 477: Finding Real Uses For AI Tools Not Just To Gain Efficiency But Create More (Customized) Value For Clients with Christopher Haigh
While Artificial intelligence (AI) tools offer financial advisors the prospect of greater operational efficiency, the real opportunity goes beyond saving time. This episode explores practical ways adv...Show More
2) Ep 476: Making The Decision To Add A Partner (After Leaving A Partnership Yourself) While Approaching $500M AUM with Kathy Longo
Building an advisory firm that can outlast its founder often requires challenging decisions, especially for entrepreneurs who intentionally left prior partnerships to lead a firm on their own. This ep...Show More
3) Ep 475: Adding Deeper Tax Planning Capabilities (And Generating More Google Reviews In The Process) To Grow To $600M Of AUM with Erik Brenner
Tax planning has become an integral part of a comprehensive financial planning service offering and a way for advisors to offer hard-dollar value for their clients. In this episode, we explore how int...Show More
4) Ep 474: Gaining The Skills, Experience, And Team Needed To Serve UHNW Clients Effectively with Blair duQuesnay
Serving ultra-high-net-worth families requires more than technical expertise. It demands deep attention to detail, a strong supporting team, and a planning approach capable of navigating complex tax, ...Show More
5) Ep 473: Defending Against AI By Focusing On The Uniquely Human Aspects Of (Fiduciary) Life Planning with George Kinder
Amidst speculation that Artificial Intelligence-powered software could take business from human advisors, some of the most meaningful work advisors do involves something software can't replicate: deep...Show More
6) Ep 472: Going Deep Into Multigenerational Planning To Better Serve HNW Clients (Not Just Retain Their Assets) with Carli Smith
Multigenerational planning isn't just about retaining assets after a wealth transfer. When done well, it becomes a powerful way to elevate service, improve family communication, and drive meaningful g...Show More
7) Ep 471: Growing To $475M In 7 Years While Making Yourself Dispensable Enough To Take A Personal Sabbatical with Dennis Morton
Building a firm that can thrive without its founders being constantly "on" requires far more than revenue growth. It takes intentional infrastructure, deep team trust, and long-term thinking. This epi...Show More
8) Ep 470: Growing To $500M AUM With An Evergreen HNW Client Service Calendar For Evergreen Fees with Debra Taylor
Clients often don't fully realize the depth of value their advisory team provides—unless that value is clearly articulated and demonstrated throughout the year. This episode explores how a thoughtfull...Show More
9) Ep 469: Specializing In (Sound) Income Sources For Retirees To Differentiate A $4B Advisor Enterprise with David Scranton
Income-focused investing may seem old-school in a world dominated by total-return portfolios and model ETF allocations—but for some retirees, predictable cash flow is the key to peace of mind. This ep...Show More
10) Ep 468: Navigating Accelerated Succession When Cancer Forces An Early Retirement with KayDee Cole
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 and...Show More