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Welcome To The Most Popular Podcast For Financial Advisors

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.

The Financial Advisor Iceberg Principle Infographic

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The Iceberg Illusion

It was in 2015 that I first heard the analogy: success is like an iceberg. There’s a small portion above the surface that everyone can see – growing assets under management and staff headcount, the (hopefully polished) website and marketing about the great work the firm does for clients, and perhaps some industry accolades and recognition.

But just as with the iceberg, most of a business’ success lies beneath the surface. That’s where the hard work is found – the perseverance, discipline, and dedication – along with the doubts and fears, the sacrifices, and the setbacks and failures.

The problem is that we only see the above-the-surface portion of everyone else’s iceberg, but are intimately familiar with the entirety of our own iceberg, including all the stresses and challenges that lurk beneath the surface.

Leaving you to wonder: why is running an advisory business so hard for me, when it seems like it’s so easy for everyone else?

And so I decided to create a podcast – Financial Advisor Success – to not just share stories of successful financial advisors, but to try to dive beneath the surface of successful advisory firms, and reveal not just that they’ve been successful, but how they became successful, the steps they took, and more importantly the challenges they faced and successfully navigated along the way.

Because if there’s one thing I’ve learned over the years, it’s that every advisory business has challenges and setbacks; what defines the most successful advisory businesses is not whether they experience difficulties, but their ability to figure out how to overcome them.

Listen & Learn

Hear the stories of successful advisors – from firms both large and small, lifestyle and enterprise, RIA and broker-dealer, employee and owner, and everything in between – or from leading industry consultants that work with financial advisors to help make us all more successful…

We go deep when other podcasts merely show the tip of the iceberg! In each 90+ minute episode, you’ll get to hear the perspectives on what real financial advisors are really doing beneath the surface!

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.

Not sure what a podcast is or how to listen to one? Learn more about podcasts here.

“7 Financial Advisory Blogs that rock”

“Top 10 Influential Blog for Financial Advisors”

“#1 Favorite Financial Blog for Advisors”

“Best of the Best for Advisors”

“#1 of Top 10 Industry Blogs”

“Power Tweeter”

Kind Words From Current Listeners

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.

E_Leider

A Must For Any Financial Planner

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 that I do at my firm.

Apple iTunes Review

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.

Apple iTunes Review

Start Listening Now

Ready to check out the Financial Advisor Success podcast? With more than 100 episodes, we know it’s a lot to take in at once… so we’ve built a simple system to help you get started with the right episode for you!

The first option is to simply listen to the latest episode, and see what you think. You can always go from there back to our archives.