Financial Advisor Success

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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.

 
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Recent Reviews
  • JoshCrist
    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!
  • 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!
  • Dual Podcasts
    Follow
    This podcast
  • 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.
  • St Tyler
    Insightful
    As an individual entering the field, this podcast has been extremely helpful in laying out the various paths to success that can be traveled within the industry. I look forward to each episode.
  • Veo user
    Fantastic Service
    Unbelievable service that you're providing Michael. Thank you so much!!!!
  • Jimbo PA
    CFP, AIF
    Started listening to these Podcasts recently and can't turn them off! I have listened to episodes 16, 15 and 14 and am learning so much! Michael - thank you for your investment of time and thanks to our fellow practioners for their insights. Inspirational as well as educational!
  • Wishing for pink hair
    My new favorite podcast
    I look forward to each new episode and am amazed that something resonates with me in each and every episode. The selection of guests is top-notch and the advice and information is priceless. This podcast has definitely inspired and helped me in my practice. A couple recommendations: stop referencing the show notes over and over throughout the episode and just mention it once at the beginning. Get a new, shorter intro with a different voice. Other than that - keep up all of the amazing work you are doing to bless others.
  • Bobby Adams, CFP
    Kitces is AWESOME!
    An absolute must for a true comprehensive financial advisor - always full of great knowledge and insight!
  • EVROXX
    Incredible Material!
    It amazes me how much high quality material Michael Kitces releases on a regular basis. Keep up the great work. I'm a fan for life!
  • Hab mB
    Awesome
    Each podcast has inspired a change or new practice in our firm. It's informative, entertaining, and not to be missed.
  • GracieTheKid
    Incredibly Valuable Insights!
    I've long followed Michael via his blog and FPA conferences. He has always possessed a wealth of knowledge and I appreciate him bringing in top industry professionals to share their insights and practice management ideas.
  • lasvegascfp
    Kitces carries the torch!
    Love the interview with pioneer Deena Katz! Planning is a process, not a polaroid!
  • Mandy Pham
    Another great content sources from Michael
    There is not a single day (including weekend) that I don't read or listen to Michael Kitces. Very appreciative of all that you do, Michael.
  • Dave Caruso
    Kitces podcasts
    I've been a financial advisor and CFP for the last 36 years and Mike Kitces podcasts on financial advisors is one of the best things that I've seen and Heard about our industry and would recommend it to all advisers trying to truly help their clients.
  • Casey in Denver
    Favorite Podcast
    Kitces is phenomenal! I'm a CFP(r) and I can't thank Michael enough for the value he brings to the financial planning community. Keep up the good work!
  • Scottymcarlson
    Finally!
    I knew Michael was considering a podcast for a while. I had high expectations and the episodes still exceed them every time. I have even listened to one episode twice because it was so good!
  • Brian Platte
    A shmorgishborg of golden nuggets.
    I must say I'm quite addicted to these quality and insightful interviews. I'm a financial advisor and new to podcasts altogether. I feel I hit a home run with this podcast being my first.
  • CaseyJones325
    Hands down the best podcast for financial planners
    Michael Kitces and his team have put together the best podcast for financial planners. The quality and value of the content on the podcast each week is very, very high. Michael and his guests provide lots and lots of actionable advice in each episode. Michael, you have done a tremendous service to the financial planning community with the content that you publish. Thank you!
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