Aug 25, 2026
Ep 504: Taking Your Growth To The Next Level By Building An Authentic Personal Brand with Sheri Fitts
1 hour 29 minutes
Podcast · Inglés
Financial Advisor Success
Michael Kitces
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.
Episodes
Ordered by publication date.
Aug 18, 2026
Ep 503: Organically Growing To $800M AUM In Less Than A Decade By Investing In Educational Marketing with David Brooks
1 hour 30 minutes
Aug 11, 2026
Ep 502: Managing $240M As A 3-Person Team Through A Structured Meeting Approach with Wendy Ciehanski
1 hour 29 minutes
Aug 4, 2026
Ep 501: Navigating Succession Planning That Doesn't Turn Out As Expected (Even When You're Doing Everything Right) with Rick Kahler
1 hour 29 minutes
Jul 28, 2026
Ep 500: Amplifying Business Growth By Constantly Honing Your Time Towards Its Highest-And-Best Use with Michael Kitces
1 hour 40 minutes
Jul 21, 2026
Ep 499: 4Xing To $200M AUM In 4 Years While Staying Lean By Leveraging AI, Technology, And Outsourcing All You Can Let Go Of with Ryan Townsley
1 hour 30 minutes
Jul 14, 2026
Ep 498: Hiring A COO And Creating Partnership Paths Early To Drive Enterprise Value On The Path To $3B AUM with Christine DeMao
1 hour 29 minutes
Jul 7, 2026
Ep 497: Growing From Solo To Siloed Partnership To A $3.3B Enterprise Ensemble (Without Taking Outside Capital) with Shane Morrow
1 hour 29 minutes
Jun 30, 2026
Ep 496: Lessons Learned From Building A $60B Advisory Enterprise with Shannon Eusey
1 hour 29 minutes
Jun 23, 2026
Ep 495: Scaling To $3.5M Of (Flat-Fee) Revenue by Leaning into A Unique Retirement Income Approach with Bradley Clark
1 hour 39 minutes
Jun 16, 2026
Ep 494: Training Next-Gen Advisors In Business Development By Getting Really Clear About Who They Serve And How They Help with Kristin Harad
1 hour 29 minutes
Jun 9, 2026
Ep 493: Growing To $350M AUM By Putting Client Cash Flow At The Center Of The Planning Process with David Mozeika
1 hour 29 minutes
Jun 2, 2026
Ep 492: Getting Your (Virtual) Team's Best Work Through Steward Leadership On The Growth Path To $500M with Mary Chapman
1 hour 30 minutes
May 26, 2026
Ep 491: Earning Premium Planning Fees By Demonstrating Hard-Dollar Tax Savings For Business Owner Clients with Patrick Lonergan
1 hour 30 minutes
May 19, 2026
Ep 490: Attracting And Retaining HNW Clients By Being More Available For Their Multigenerational Family Needs with Liz Miller
1 hour 30 minutes
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