Financial Advisor Success

Financial Advisor Success
The Financial Advisor Success podcast brings you real success stories and insights from the most successful

Podcast Contacts

Name Email Title Social Profiles Location Gender
Michael Kitces Host Reston, VA, United States Male

Podcast Details

Podcast
Latest Episode Date
2026-01-20 04:00:00
Episodes
563
Since
Oct 2018
Avg. Episode length
81 mins
Estimated listeners
45.6K / month
Has Sponsor
Apple Rating
5
Apple Review
679 (United States)
Twitter
Facebook
Has Guest
Yes
Podcast Network
Michael Kitces
Location
United States
Audience Type
Investors, Small Business Owners, Financial Advisors, Business Consultants, Entrepreneurs
Beats
Business, Investing, Finance, Management, Growth Strategy

Guest List

Guest Name Profession Occupation Episode Episode Date
Leila Shaver Legal and Compliance Expert Founder of My RIA Lawyer Ep 441: What It Really Takes To Implement And Scale Compliance As An Independent RIA Grows with Leila Shaver Jun 10, 2025
Nina Hajjar Financial Advisor Partner at Stratos CA Ep 440: Making Client Meetings More Consistent Across Multiple Advisors By Utilizing A “Money Personality” Assessment with Nina Hajjar Jun 03, 2025
Alvin Carlos Financial Advisor CEO of District Capital Management Ep 439: Scaling Financial Planning With Monday.com As A Project Management Hub In Lieu Of Wealthbox CRM with Alvin Carlos May 27, 2025
Nikki Savage Financial Advisor Financial Advisor Ep 438: Boosting Client Retention And Satisfaction By Asking Better Questions As Your Authentic Self with Nikki Savage May 20, 2025
Ed Slott Financial Educator President of Ed Slott and Company Ep 437: Becoming An IRA Expert To Differentiate By Charging The Highest Fee Instead Of The Lowest with Ed Slott May 13, 2025
Nicole Gopoian Wirick Financial Advisor President of Prosperity Wealth Strategies Ep 436: Hiring A Branding Firm To Figure Out The Best Way To Connect With Your Ideal Clients with Nicole Gopoian Wirick May 06, 2025
Gideon Drucker Financial Advisor CEO of Drucker Wealth Ep 435: When The Next-Gen “Wealth Builder” Offering Becomes The Main Driver Of Growth For A $1B+ Advisory Firm with Gideon Drucker Apr 29, 2025
Vanessa N. Martinez Financial Advisor CEO of Expressive Wealth Ep 434: Attracting HNW Clients By Focusing Not On Estate But Legacy Planning Instead with Vanessa N. Martinez Apr 22, 2025
Cameron Passmore Financial Advisor CEO of PWL Capital Ep 433: When You 10X Your Advisory Firm To Over $20M Of Revenue… And Want To 10X Again with Cameron Passmore Apr 15, 2025
Seth Scott Financial Planner Founder of Heartwood Financial Planning Ep 432: Crafting ‘Input Deliverables’ That Show Financial Planning Value To Clients Without Creating Busy-work with Seth Scott Apr 08, 2025