I look forward to each new episode and am amazed that something resonates with me in each and every episode. This podcast has definitely inspired and helped me in my practice. And you donât have to sit in front of a computer screen! Oh Well / Green Manalishi (With The Two Pronged Crown) - Adam Sweet 18. But just as with the iceberg, most of a businessâ success lies beneath the surface. As a highly sought-after consultant, super-connector, trusted advisor, celebrity wrangler and thought leader, she connects innovators and influencers … Happy (live) - Keith Richards and The X-Pensive Winos 16. The must listen-to podcast for financial advisors by Tony Sirianni. Michael: I’m really looking forward to the podcast today and having you on as a guest. The selection of guests is top notch and the advice and information is priceless. Go behind the scenes with registered investment advisors and other related independent business model experts. It was in 2015 that I first heard the analogy: success is like an iceberg. Tony Sirianni. Wish I could give it more stars. Alex Speier adds that there is a team option for 2022. Guests to include: Michael Kitces and Carl Richards discuss financial advising topics. Great job, Michael Kitces! All of the podcast recordings occur online, using a web-based platform called Zencastr. Full Transcript: Michael: Welcome, Bill Bengen, to the “Financial Advisors Success” podcast. Advancing Knowledge in Financial Planning. The platform Michael uses to host his podcast is Liberated Syndication (libsyn). The Brighthouse Financial Insights Panel is a group of leading, independent experts providing powerful insights into the big challenges facing you and your clients. If you are a financial advisor serious about your career you must make time for this podcast. An Introduction to Independence: 5 Key Episodes to Jumpstart Your Knowledgebase. recent episodes from the tony sirianni podcast A Conversation with Tim Oden, National Sales Manager, Business Development at Schwab Advisor Services – March 2021 Mar 22, 2021 Our goal is to make sure all listeners have at least one instantly actionable idea they can implement right away, no matter where they are in their advising career. And rather than listening on a radio itself tuned in to a specific station, you can subscribe and listen directly from a podcast player (a website, or separate podcast listening software like iTunes) installed on your computer or smartphone. A podcast is like a radio show, but recorded and available on demand whenever you want (through the internet!). With Michael Henley, #FASuccess Ep 101: Financial Advisors As Adherence Partners To Deliver Advice That Actually Sticks with Moira Somers, #FASuccess Ep 100: Scaling A Financial Life Management Firm By Starting With Client Intentions Instead Of Goals with Joe Duran, #FASuccess Ep 099: Finding Better Alignment Of Values And Belief Systems By Focusing On A Religious Niche with Rob West, #FASuccess Ep 098: Deepening Client Relationships With A Political Niche To Find Shared Beliefs with Zach Teutsch, #FASuccess Ep 097: Transitioning From Financial Coach to Financial Planner Serving Underserved Communities With Phuong Luong, #FASuccess Ep 096: The 7 Pillars Of Running An Advisory Firm Like A Real Business With Stephanie Bogan, #FASuccess Ep 095: The Never-Ending Process Of Iteratively Building An Advisory Firm with Linda Lubitz Boone, #FASuccess Ep 094: Crafting Your Optimal Solo Practice By Simply Charging What You're Worth With James Osborne, #FASuccess Ep 093: Building A High-Income Lifestyle Practice Efficiently By Running It Like A Real Business with Sunit Bhalla, #FASuccess Ep 092: Taking More Vacation Time By Standardizing Workflows And Processes In Your Advisor CRM with Jennifer Goldman, #FASuccess Ep 091: Increasing The Value Of Advice By Focusing On Life-Centered Planning For Transitions Not Goals with Mitch Anthony, #FASuccess Ep 090: Scaling An Advisory Firm Beyond Yourself By Systematizing The Soft Skills With Julie Murphy, #FASuccess Ep 089: The Truth About Advisor Marketing And The Scalable Delivery Of Financial Advice with Ric Edelman, #FASuccess Ep 088: Learning A More Genuine Sales Conversation Approach To Better Turn Prospects Into Clients with Nancy Bleeke, #FASuccess Ep 087: Going Independent To Run Your Advisory Firm With The Systems And Clients You Want with René Nourse, #FASuccess Ep 086: Mastering Marketing As A Solo Advisor By Simply Sharing Your Authentic Self with Eric Roberge, #FASuccess Ep 085: Boosting Firm Productivity With A Financial Planning Resident Program With Elissa Buie, #FASuccess Ep 084: Re-Energizing After A Mid-Career Crisis With A Focus On Next-Generation Talent Development With Diane Compardo, #FASuccess Ep 083: Switching to the Right Independent Broker-Dealer by Understanding its Profit Centers with Jon Henschen, #FASuccess Ep 082: Insights From The History Of Financial Planning Since The First CFP Class with Ben Coombs, #FASuccess Ep 081: Expanding Access To Financial Planning Advice By Offering Financial Doing Instead with Louis Barajas, #FASuccess Ep 080: Navigating The Path From High Volume Insurance Agent To Focused Financial Planner with Matthew Blocki, #FASuccess Ep 079: Niching From The Start To Turbo-Charge $250k Of Recurring Planning Fees In Only 3 Years with Anjali Jariwala, #FASuccess Ep 078: Understanding And Serving The Needs Of Truly Ultra-High-Net-Worth Investors with Charlotte Beyer, #FASuccess Ep 077: Creating A Partnership Constitution To Formalize Decision-Making For A Multi-Partner Advisory Firm with Tanya Rapacz, #FASuccess Ep 076: Why Financial Therapy Beats Financial Advice To Help Clients Change Their Behavior with Kristy Archuleta, #FASuccess Ep 075: Walking Away From RIA Partnership To Scratch Your Own Entrepreneurial Itch with Kathy Longo, #FASuccess Ep 074: Why Solo Financial Advisor Success Is All About Self-Confidence In Your Own Value with Diane MacPhee, #FASuccess Ep 073: Why Successful Advisor Marketing Is More About Staffing Than Spending with Sheri Fitts, #FASuccess Ep 072: The Financial Mechanics Of Buying Into An Advisory Firm And RIA Valuation Trends with David DeVoe, #FASuccess Ep 071: Appointing A Chief Planning Officer To Ensure Firm-Wide Consistency In Financial Planning Advice with Peggy Ruhlin, #FASuccess Ep 070: Taking Leaps Of Faith As An Introverted Career Changer To Build A Successful Advisory Firm with Sue Stevens, #FASuccess Ep 069: Interrupting The Pattern With The Philosophy That Each Client Is The Only Client with Barry Glassman, #FASuccess Ep 068: Becoming A Non-Revenue-Producing Partner In A Multi-Niche Financial "Design" Firm with Heather Fortner, #FASuccess Ep 067: The Future Of The Broker-Dealer Model As Advisor Support Without FINRA Or Products with Elliot Weissbluth, #FASuccess Ep 066: Turbocharging Inorganic Growth With Outside Capital To Fund Mergers & Acquisitions with Adam Birenbaum, #FASuccess Ep 065: Building A True One-Stop Shop Advisory Firm To Drive Organic Growth with Peter Mallouk, #FASuccess Ep 064: Scaling Up To $1.4M Of Revenue With (Only) Hourly Financial Planning Fees with Mark Berg, #FASuccess Ep 063: Overcoming A Material U-4 Disclosure To Build A $125M AUM Advisory Firm with Kevin Kroskey, #FASuccess Ep 062: Building A High-Income Lifestyle Practice By Engaging With Clients Deeply And Unfiltered with Lee Munson, #FASuccess Ep 061: Starting A Gen X/Y Financial Planning Firm While Also Starting A Family with Mary Beth Storjohann, #FASuccess Ep 060: The Written Job Description As A Financial Plan For Employee Talent Development with Kelli Cruz, #FASuccess Ep 059: Systematizing The Financial Life Planning Process To Increase Your Money Quotient with Carol Anderson, #FASuccess Ep 058: Custom Designing Your Office For A Better Data Gathering Experience with David Armstrong, #FASuccess Ep 057: Marketing Your Way To $1B Of AUM In 10 Years With E-Books And Radio Shows with Ted Jenkin, #FASuccess Ep 056: The Opportunities In Providing Hourly As-Needed Financial Advice For The Middle Market with Sheryl Garrett, #FASuccess Ep 055: Separating Management From Ownership On The Path To $10B of AUM with Tim Kochis, #FASuccess Ep 054: Lessons Of An Advisory Firm Merger And Launching Your Own Advisor FinTech Company with Greg Friedman, #FASuccess Ep 053: How Compassionate Communication Makes Us "No Longer Awkward" With Grieving Clients with Amy Florian, #FASuccess Ep 052: Why Today's Technology Tools Are The Golden Age Of Advisor FinTech with Joel Bruckenstein, #FASuccess Ep 051: What Robo-Advisors Can Teach Human Advisors About Evidence-Based Behavioral Finance with Dan Egan, #FASuccess Ep 050: The Value Of Hiring A Financial Advisor Coach To Maintain Your Business Focus with Tracy Beckes, #FASuccess Ep 049: Getting Paid For (Hourly) Financial Planning By Packaging Financial Advice with Anna Sergunina, #FASuccess Ep 048: Creating Tangible Advisor Marketing Messages For Intangible Financial Planning Services With Gail Graham, #FASuccess Ep 047: Pursuing An Operations Career Path In An Advisory Firm With HIFON Study Group Support With Shaun Kapusinski, #FASuccess Ep 046: Training Financial Advisor Empathy And Communication Skills Through The CeFT Designation with Susan Bradley, #FASuccess Ep 045: Compensating Employees For Generating Profit Instead Of Revenue with Rebecca Pomering, #FASuccess Ep 044: Structuring A Successful Internal Succession Plan As A 25-Year-Old Buyer with Jake Kuebler, #FASuccess Ep 043: Navigating The Internal Succession Planning Turning Point As An Advisory Firm Founder with Marty Kurtz, #FASuccess Ep 042: Building Group Financial Wellness Classes To Expand The Reach Of Financial Advice with Carol Craigie, #FASuccess Ep 041: Structuring A Leadership Team And Family Succession Plan In A Billion Dollar RIA with Elaine Bedel, #FASuccess Ep 040: Building A True Ensemble Practice Beyond Yourself And Training G2 Successors with Philip Palaveev, #FASuccess Ep 039: Using Behavioral Assessment Tools To Really Understand A Client's Wealth Building Potential with Sarah Fallaw, #FASuccess Ep 038: From Wirehouse Cold Calling Scripts To The Flexibility Of Independence with Winnie Sun, #FASuccess Ep 037: Leveraging Unique Centers Of Influence To Grow A Niche Advisory Firm For Doctors with Johanna Fox Turner, #FASuccess Ep 036: Turning A Utilities Niche And A Radio Show Into A National Advisory Firm with Scott Hanson, #FASuccess Ep 035: Investing In Your CRM And Your Team To Systematically Grow Your Advisory Business with Cheryl Holland, #FASuccess Ep 034: Becoming An Advisor #FinTech Software Entrepreneur While Running Your Own Advisory Firm with Sheryl Rowling, #FASuccess Ep 033: Building An Online Marketing Machine That Takes Over Your Advisory Business with Jeff Rose, #FASuccess Ep 032: Building A Personal Brand Advisory Business Of Financial Planning And Online Money Management Courses with Brittney Castro, #FASuccess Ep 031: How To Properly Vet New Financial Advisors By Hiring For Attitude And Not Skills with Caleb Brown, #FASuccess Ep 030: Self-Publishing A Book To Establish Your Authority (As A 401(k) Expert) with Josh Itzoe, #FASuccess Ep 029: Attracting Baby Boomers Digitally To A True Retirement Decumulation Specialty with Dana Anspach, #FASuccess Ep 028: Scaling Up A $6B Independent RIA Using A Full-Time CEO As Chief Inspiration Officer with Michael Nathanson, #FASuccess Ep 027: Reaching HNW Prospects Leveraging Targeted Research and Introductions with Amy Parvaneh, #FASuccess Ep 026: Stop Asking For Referrals And Improve Your Referrability Index Instead with Steve Wershing, #FASuccess Ep 025: Leveraging A TAMP To Roll Out Wealth Management Services In A CPA Firm with Tim Delaney, #FASuccess Ep 024: How Mindset Drives Success And The 7 Freedoms Of Limitless Advisers with Stephanie Bogan, #FASuccess Ep 023: Delivering Workplace Financial Wellness With A Salaried CFP Career Path with Liz Davidson, #FASuccess Ep 022: Serving Gen X Professionals With A Net-Worth-Plus-Income Retainer Fee Model with Jude Boudreaux, #FASuccess Ep 021: Pivoting An Existing Advisory Firm To A Niche Serving Women In Transition with Evelyn Zohlen, #FASuccess Ep 020: Building A Successful Business By Giving Away 99% Of What You Do For Free with Michael Kitces, #FASuccess Ep 019: The Evolution And Emergence Of A True Financial Planning Profession With Bob Veres, #FASuccess Ep 018: Taking Control Of Your Advisory Business So The Business Doesnât Control You With Angie Herbers, #FASuccess Ep 017: Using Social Media and Blogging to Drive Business Growth As A Reformed Broker with Josh Brown, #FASuccess Ep 016: Building Authentic Client Relationships By Practicing Skills (Not Pursuing Passions!) Independent Advisor Broker-Dealer Platforms, with Mindy Diamond, #FASuccess Ep 175: The Importance Of Family Dynamics To Make (Business) Time And Regain Control Of Work/Life Balance, with Travis Parry, #FASuccess Ep 174: Leveraging Zapier And PreciseFP To Weave Together Independent Advisor Open Architecture, with Shanna Tingom, #FASuccess Ep 173: Growing To $250M In Five Years By Crafting A More Specialized Client Experience, with Andrew Leonard, #FASuccess Ep 172: Finding The Intersection Of Fulfillment And Profitability With A Niche Of Special Needs Families, with Minoti Rajput, #FASuccess Ep 171: Transitioning From Successful Wholesaling To Financial Advisors To Becoming One Instead, with Tom Kennedy, #FASuccess Ep 169: Combatting Advisory Fee Compression By Unbundling Investment Management And Financial Planning Fees With Alexandra Levi, #FASuccess Ep 168: Building An Advisory Firm That Can Be Sold Even When Your Name Is Still On The Door, with Erin Botsford, #FASuccess Ep 167: Creating More Buy-In To Change Financial Behaviors With A Life Planning Approach, with Scott Frank, #FASuccess Ep 166: How Organic Growth Begets More Growth: The Size Bonus Of Building A Local And National Advisor Brand, with Peter Mallouk, #FASuccess Ep 165: Navigating Broker Protocol When The Firm You Start With Isn't The One You Want To Stick With, with Steve Kampschmidt, #FASuccess Ep 164: Making The Hard Transition From Financial Advisor To Business Owner Of Your Advisory Firm, With Julia Carlson, #FASuccess Ep 163: Building A Fast-Growth Practice Without Prospecting By Working Under A Credit Union, with Michael Gennawey, #FASuccess Ep 162: Efficiently Expanding In-Depth Financial Planning Services To Move Beyond The AUM-Only Model, With Tim Bickmore, #FASuccess Ep 161: Cultivating The Right Firm Culture With A Reality-Based Leadership Approach, with Tessa Felix, #FASuccess Ep 160: Accelerating Growth By Spending More Than 10% Of Revenue On Marketing (That Works), with Gabriel Shahin, #FASuccess Ep 159: Navigating Financial Advisor Career Opportunities Under The Employee Model, with Kelly Shikany, #FASuccess Ep 158: Leveraging Outsourcers To Go From Employee To Independent Without Building It All Yourself, with Stephanie Bruno, #FASuccess Ep 157: Building Your Own Personal Brand To Complement And Not Compete With Your Advisory Firm, with Peter Lazaroff, #FASuccess Ep 156: Establishing Next Generation Career Tracks And Business Development Training For Long-Term Sustainability, with DeLynn Zell, #FASuccess Ep 155: Eschewing A Bricks-And-Mortar Office For Reduced Overhead And (Virtual) Flexibility, With Derek Notman, #FASuccess Ep 154: (Re-)Igniting Your Advisor Marketing By Defining Client Avatars And Removing Impediments To Action, With Mary Beth Storjohann, #FASuccess Ep 153: Generating More Productive Referrals By Closing The Gap Of Prospects Who Are Referred But Never Call, With Dan Allison, #FASuccess Ep 152: Getting Comfortable With Sales By Simply Seeking To Find Qualified Prospects To Inform, With Beverly Flaxington, #FASuccess Ep 151: Expanding Your Advisory Firm's Reach With A Retail Prosperity Pie Shoppe, with Luna Jaffe, #FASuccess Ep 150: Getting Unstuck And Re-Aligning Fees To Build The Solo Advisory Firm You Want, With Tanya Nichols, #FASuccess Ep 149: Managing Capacity And Ensuring Continuity For Clients By Selling Without Retiring, with Susan John, #FASuccess Ep 148: Building A Small-Town LGBTQ Niche While Coming Out To Your Broker-Dealer, With Laura LaTourette, #FASuccess Ep 147: Developing Next-Generation Advisor Talent With An Internal 2-Year Mentoring Program, with Jeff Dobyns, #FASuccess Ep 146: Systematizing Financial Planning Progress For Clients With Your Own Wealth Management Index, With Ross Levin, #FASuccess Ep 145: Systematizing Reviews Of Client Tax Returns By Building Software To Automate Them, with Roger Pine. Enter Search Term. North Country Girl (live unplugged) - Pete Townshend 20. If youâre listening on your smartphone, you can subscribe via iTunes on an iPhone, or if youâre on Android or Windows, you can download any of a number of different podcast applications (Michael prefers BeyondPod, but there are many others as well). Subscribe to the podcast for ideas on how to serve your clients better, grow your firm or career, and find the next big idea that moves you forward. Or alternatively, select from one of the topics below to pick and choose which of our 100+ episodes are best for you! The Kuderna Podcast, focusing on wealth in it's original meaning- a state of well being. The problem is that we only see the above-the-surface portion of everyone elseâs iceberg, but are intimately familiar with the entirety of our own iceberg, including all the stresses and challenges that lurk beneath the surface. As a nationally recognized recruiter and consultant to financial advisors, Mindy Diamond has unmatched experience in introducing advisors to the independent space. Larry Richards is the founder and president of The Reason for our Hope Foundation, a non- profit organization dedicated to "spreading the Good News" by educating others about Jesus Christ. And rather than listening on a radio itself tuned in to a specific station, you can subscribe and listen directly from a podcast player (a website, or separate podcast listening software like iTunes) installed on your computer or smartphone. The must listen-to podcast for investors, venture capitalists and financial advisors, with Tony Sirianni and Paul Dietrich. Guests are handpicked by Michael to share their unique stories and approach to growing their firm. In each 90+ minute episode, you’ll get to hear the perspectives on what real financial advisors are really doing beneath the surface! Love it! 1707 Post Oak Blvd. For the best experience using Kitces.com we recommend using one of the following browsers. EMAIL US Interviews with leading advisors and industry consultants, practice management tips, and a behind-the-scenes look at how the best advisory firms are built and run. Michael Kitces does an amazing job at interviewing a wide-range of professionals within the financial planning & advisory space. Zencastr records each voice locally in pristine quality. 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. The first option is to simply listen to the latest episode, and see what you think. #484 First Republic Recruits Young Morgan Stanley Duo in L.A. $1.7-Mln Merrill Team Shifts to Sanctuary in North Carolina, Wells Nabs $5.3-Mln Merrill Team in TN, RBC Hires New Jersey Duo, SEC Charges RIA with Pro Athlete Niche for Ripping Off Clients, Ex-Jones Broker Suspended for Attempting DIY Settlement with Client, Ex-Merrill Broker in Chicago Pleads Guilty to $3-Mln Fraud, Finra Fines, Suspends Ex-J.P. Morgan Broker Fired over Unauthorized Trades, `Nothing Safer Than Cash’: Tech Rout Puts Silicon Valley on Edge, ‘Any News Is Bad News’ as Earnings Fail to Save Equity Bulls, â50 Centâ Profited From Volatility Jump, Wells Fargo Says, âBeaten Downâ ETF Is a Way to Play Inverted Curve, BofA Says, Opinion: Coronavirus – What Advisors Need to Know, Opinion: Investors Conquered Fees but Not Their Own Behavior, Investor Confidence in Stocks Rightly Declines: Opinion, Opinion: Schwab’s Zero Commission Decision Challenges Its RIA Clients, Fintech Firm Apex Clearing Agrees to Go Public Via SPAC, Merrill Systems Hiccuped on Thursday as Stocks Slid, âThe Rockâ Invests in Finance App Acorns, and New Users Get $7, High-Frequency Traders Love Business With Robinhood, From the Publisher: Sirianni’s Predictions for 2021, Seven Questions with Tony Sirianni: Josh Rogers, Founder and CEO, Arete Wealth, Seven Questions with Tony Sirianni: Phil Hildebrandt, Principal, CEO of Segall Bryant & Hamill, An AdvisorHub Interview with Christian Hyldahl, President of Varium Investment Partners, Timely interview with John Peluso and AdvisorHub CEO Tony Sirianni, Coronacrash Update: Hayden Royalâs Louis Dworsky & Tony Sirianni, Coronacrash Update: Stratos Wealth Partnersâ Jeff Concepcion & Tony Sirianni, A Conversation with Tim Oden, National Sales Manager, Business Development at Schwab Advisor Services – March 2021, A Conversation with Patty Carter, Principal, Branch Team Strategy at Edward Jones, 6 Months Later: Why a Former UBS Lifer Considers Independence His âDo Overâ, A Rare Glimpse into the Culture, Cachet and Success of First Republic, Industry Update: Answers to the Top 10 Questions Advisors Ask When Considering Change, Industry Update: 7 Real-World Lessons We Learned on Succession Planning. 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