Financial Advisor Success

637
Business News #19

The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an experienced advisor who's hit a wall, we're here to give you the insights and inspiration you need to break through and reach the level of success you want to achieve. Subscribe to the show, and get even more at the leading industry blog Nerd’s Eye View at www.Kitces.com.

More
Recent Episodes
Episodes loading...
Recent Reviews
  • StotsTots
    If you’re an FA and not subscribed, you’re doing it wrong
    Best podcast around for financial advisors
  • Loser hater
    Yet another virtue signaler….
    Balls deep into DEI silliness. Conferences are now populated by speakers that check race and sex boxes rather than the best, most knowledgeable candidates. Evidently the belief with these racists is that blacks can’t compete without his benevolence.
  • Taylor Demars, CFP®, MBA
    An Industry Essential
    Anyone who is serious about practice management or providing more value for clients listens to the man, the myth, the legend.
  • RegHess
    The Goat
    Thank you Michael Kitces for consistently helping Financial Advisors strive to do better!
  • jslhello
    Good content but podcast is way too long at 1.5hrs
    Who has the time to listen to a 1.5hr podcast??? Should keep it at 45mins; half the call is about advisor telling their entire life story. Should edit it to be more concise.
  • pyrowoods
    Great podcast
    Everything about this podcast has helped me start my RIA business. Ideology, technical prowess, relationship building, and any other tip that’s given by him or his guests are immeasurable to the success of my firm.
  • maddie@podcastingyou
    Great podcast!
    This podcast is a must listen for financial professionals! Michael is highly knowledgeable and experienced, and each of his conversations with guests is very insightful.
  • Alllll Area
    Great value
    Michael gives great value for advisors and I appreciate the depth of topics that he goes into on every topic. This is a great podcast for advisors at any stage of their career.
  • JakeCazier
    Absolute favorite podcast
    Michael has truly changed my life. I’ve listened to nearly every one of these and it’s helped me to design the practice that I want. The format he uses in all his podcasts is phenomenal. Well done 👏🏻
  • Meeeeeeeeeeeeeeeeeee :-)
    Stellar!
    Michael is one of the GOAT’s 🐐 in the industry!!!
  • Meir202
    Amazing Content
    This podcast is packed with value.
  • The Hobo Named Bob
    10/10!
    I love this show! Michael and his guests are always dropping SUCH valuable knowledge. I love hearing from the different experts and their stories. If you’re a financial advisor, you have to give this show a listen!
  • cmichalman
    #250 Crazy Good Talks
    I found this interview to be extremely helpful and informative. It gave me ideas that I can implement right away as well as things to contemplate for future growth. Communication skills can always be improved, and are so important in this business. She gave great ideas that planners at any career stage can implement. Michael- thanks for having her on.
  • Monkey cheese llama
    Helped for my career
    This show has helped shape the career and firm I have built. Invaluable advice and exposure to great minds.
  • JohnyQuest
    Great Podcast
    Very well done podcast with interesting guest interviews from a large variety of backgrounds, giving interesting perspectives I have not heard elsewhere.
  • obacker19
    Empowering, insightful and actionable! 🙌
    Whether you’re well established in the financial services industry, or just getting started as an advisor - this is a must-listen podcast for you! Michael does an incredible job leading conversations that cover a huge breadth of topics related to the ins and outs of building a thriving practice, and life you can be proud of - from leaders who’ve actually experienced success themselves. Highly recommend listening and subscribing!
  • Smschwep
    Fantastic Resource
    Michael Kitces provides a wealth of knowledge for financial advisors, and is a great interviewer. He brings on great guests. Also, he listens (no talking over guests, which is a major pet peeve) and asks probing and thoughtful questions. Keep it up!
  • dmbizzle
    Interesting guest, if the host would let them speak.
    As the title says, the guest are usually quite interesting and they often have good insight to share. Unfortunately, as a ratio, the host speaks way too much. Its almost as if he wants to let us know how smart he thinks he is. Granted, he is smart but he ought to pullback and let the guest shine. They are why we listen.
  • veryfrustrated1
    Michael is amazing
    His knowledge and insight is fantastic, does a wonderful job with his guests.
  • Patrick K F
    Lots of great info!
    Thanks Michael, your podcasts are always so insightful and packed with great info!
  • JackJohn50000
    Without a doubt one of the best podcasts in personal finance
    This is among the best financial podcasts out there. Keep at Michael! I always learn from your episodes.
  • Ashley Micciche
    A living saint!
    Should Michael ever pass from this world, I will personally spearhead his case for canonization! The quality of his work, and the quality of the guests on his show is so helpful and inspiring. I love this show and I try to catch as many episodes as I can because they are all so insightful. Thanks, Michael and keep up the good work!
  • The Tom cat
    Relevant
    I thought this segment was very relevant and informative. Thank you for providing industry knowledge and real life experiences!!!
  • Soaking It Up Like A Sponge
    Great Podcast!
    If you’re a financial advisor, this podcast a MUST to subscribe to!
  • Steve Urkel42
    Great!
    Michael is the financial advisor’s advisor. He provides a wealth of knowledge and is one of the smartest people in the business.
  • John P. CFP
    Invaluable Resource for Advisors
    This is hands down the best podcast for financial planners I have had the privilege to listen to. Micheal asks great questions and the people interviewed offer fantastic perspectives and insight. Micheal has interviewed some of greatest minds in financial planning community and it provides so much value as a fellow financial planner. I have listened to some episodes multiple times and it provides a great deal of energy, affirmation and direction in how I approach my personal and professional life. I can’t thank Michael and his guests enough for this extraordinary information made available to everyone. Thank you for all you do to advance the financial planning profession!
  • Sacto Greek
    Love his content normally…
    I love what Kitces brings to the industry, and my financial practice is certainly better due to his contributions through this podcast. The last three guests spent a fair amount of time patting themselves on the back for the work that they do… I sit on a board where we teach financial literacy and workforce readiness. If I’m asked about it, I point to the work of the board and the people that work around me. Which is the opposite of what the last few gas have done. It made it difficult to listen to. I will continue to listen because these or otherwise great podcasts...
  • Th3425
    Great Info For Learning the Industry
    This is a great resource for someone trying to learn the industry and all th different ways you can be successful as a financial advisor. Love it! Wish I could give it more stars
  • Weedpie
    Great content!
    Love the speakers and the interviews mike conducts
  • E_Leider
    Valuable insight for financial planners
    Michael Kitces does an amazing job at interviewing a wide-range of professionals within the financial planning & advisory space. What I really love about it all, is that he steers the conversation in a way that highlights takeaways that us planners/advisors (new or old) can take into practice.
  • LKC215
    Incredible valuable
    I am very grateful to have access to the great resources through podcasts, blogs, research reports and more. Amazing, in-depth information! Thank you !!!
  • TimScannell
    I’m very grateful for this podcast
    Michael Kitces podcasts are wonderful because he gets great guests and he asks wonderful questions. My challenge is I take too many notes because I’m learning so much.
  • boo weekley
    Episode 63
    This was a phenomenal addition. He without sin may cast the first stone. In this industry all of your laundry is required to hung out for all to see, good, bad, or indifferent. A wonderful story of perseverance and turning bad act into an impactful life and business.
  • Love words 1962
    Very useful information
    Michael's interview with Ron Carson was enjoyed and informative to listen to. As a fee-only registered investment advisor and financial planner, I am seeking more insights on how to grow my business, increase revenues, and enhance my client services and client satisfaction. This podcast has given me several excellent ideas, particularly relating to working with my staff.
  • Rob Gozo
    One incredible advisor
    I've been listening, reading, and now watching Michael for several years now. No one has their finger on the pulse of financial planning research and new opportunities than him. I can't believe he's one dude. It's personally inspiring to see a self-made financial advisor in a world of big companies and high regulation. He is a fixture at high level planning conferences and seminars. He partners on research papers with PhDs in academics. And he's offering an avenue to the business that no one else is even considering. All the best to him and his family, partners and clients. Thank you very much.
  • Djjoeyp22
    Valuable tool
    Hello world, so I’m new to the podcast world and discovered this show while researching ideas as a newly minted IAR. This show has given so many ideas to start of my career on the right path of success. I strongly recommend to all in the industry. Thank you
  • bkolowski111
    Must Listen
    This is a must listen resource for advisors! I work at a large firm, but get great ideas from listening to independent advisors on this podcast. I am being inspired to be a better advisor!
  • dagibbon
    Tremendous knowledge
    Thank you so much Michael. As an aspiring FA, this sheds major insight on the industry, and gets right to the meat! Learn something every time I listen, thanks again!
  • jh668
    A must Listen
    Michael has created a podcast that can help all levels of advisors grow their business and serve their clients better. An amazing resource of ideas from the people who are the best at what they do.
  • Brooke Craven
    Awesome Podcast
    Michael host of Financial Advisor Success highlights all aspects of investing in this can’t miss podcast. The host and expert guests offer insightful advice and information that is helpful to anyone that listens!
  • schaefferschaef
    Great stuff!
    Michael always brings on great guests and they have very open conversations. It's helpful as a financial planner and appreciate the value they provide in each episode.
  • BradJohnson25
    Like getting a PHD in financial services
    How Michael cranks out this much content while keeping it at such a high standard is incredible. Pioneer when it comes to social media and building a platform in financial services, so lots to offer (and that's before you get to his incredible guest list). Make sure to check out the episode with Ron Carson, one of my favorites. - Brad Johnson host of The Elite Advisor Blueprint Podcast
  • trotro748
    Wow!
    This podcast is great regardless of your skill level. Michael brings on great guests that talk about valuable and interesting information.
  • Menolikehardgames
    Must listen for any FA
    These podcasts are great and a must for any Financial Advisor. Host does a great job of going in depth in a world where "behind the scenes" information is hard to find. I'm a new FA and I've learned more from these podcasts than I do at my firm. Great guests who are experienced in the business and great topics that are relevant for everyone. When I first started listening, I would cherry pick episodes based on what I wanted to learn about, but I soon realized that all the episodes offer an educational opportunity. Highly recommend for anyone interested in the financial industry.
  • ToTheTop1
    Very informative
    Loving listening each week.
  • Dan Foley,CPWA, CFP,AIf
    Flattening of Financial Planning
    Michaels podcast have no match. The quality of speakers, Depth of questions and then the notes? Good luck!!! As I edit this review... the nuggets of wisdom is like walking in a field of gold.
  • LoPea17
    My favorite series
    If you are sincere about your advisory practice or learning about how to choose an advisor, this should be your first series.
  • Kvennenyc
    Must Listen for All Advisors
    If you are an financial advisor serious about your career you must make time for this podcast. As far as I can tell, nobody in our industry is more knowledgable than Michael. If someone happens to have a better grasp on the topics we deal with, they aren't nearly as good at sharing as he is.
  • Mark T. Meredith
    Very good
    Every financial advisor should be listening to this podcast.
  • Ray Sclafani
    Insights by the Best in Our Business
    These podcasts are a must for those that continue the learning journey and seek effective ways to inspire their financial advisory teams, build enduring value, and partner more fully with clients. Great job, Michael Kitces! I greatly appreciate your contribution here and the contributions of those with whom you've interviewed and will interview.
Similar Podcasts
Disclaimer: The podcast and artwork on this page are property of the podcast owner, and not endorsed by UP.audio.