What are the best Financial Advisor Podcasts?
Financial Advisor Podcasts. 1 1. Planet Money Podcast. About Podcast It is a twice a week show that focuses on money and economic topics shared in an incredibly insightful way. 2 2. Financial Advisor Success. 3 3. Odd Lots. 4 4. The Meb Faber Show. 5 5. Tortoise QuickTake Podcasts. More items
Who is Andrew Miller from financial advisor success?
Welcome back to the 261 st episode of the Financial Advisor Success Podcast! My guest on today's podcast is Andrew Miller. Andrew is the founder of OLIO, a financial planning firm based out of McLean, Virginia, that manages $275 million for over 275 households.
Who is Melanie Milam on the financial advisor success podcast?
Welcome back to the 262nd episode of the Financial Advisor Success Podcast! My guest on today's podcast is Melanie Milam. Melanie is an advisor with Gateway Financial Partners, a super-OSJ affiliated with LPL Financial located in Texas, where she oversees $150M of assets under management for her 110 client households
What defines the success of advisory businesses?
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.
What percentage of financial advisors are successful?
In fact, the success rate in the financial services industry hovers around 12%. It's hard. And if you aren't good at it, or you don't have a good network of people to start off with, it only gets worse. It's important, therefore, to make sure you have a good support system.
Can you be successful as a financial advisor?
Successful financial advisors have a large book of client business and a track record of performance and service. Getting clients and having them stick with you—and recommend you—means being professional and putting your clients first.
Can a financial advisor have a podcast?
Speaking with the media, creating a podcast or developing a professional group can pay off. These financial advisor podcasts cover a range of financial topics, including marketing for financial advisors, financial planning strategies and how advisors can build a more diverse financial industry.
Do millionaires use financial advisors?
BOSTON — Independent advisers are used by 22% of millionaire households, and those advisers on average hold 56% of the millionaires' investible assets — the largest share among financial service providers, according to a survey released last Monday by Fidelity Investments.
Why do so many financial advisors fail?
A lot of failure within the financial advisor industry comes down to either not knowing or not practicing the fundamentals. For example, every financial advisor should prospect and follow up - that's a fundamental thing. However, when advisors don't prospect, they put themselves in danger of failing.
Is financial advisor a stressful job?
According to Financial Planning magazine, financial advisors face significantly more stress than the average profession, with male advisors reporting 26.2% high levels of stress than the national norm. Sometimes you may feel like squeezing the crap out of a stress ball, and that's okay.
Who are the top 10 financial advisors?
2022 Rank2021 RankFirm1NMorgan Stanley Private Wealth Management21Morgan Stanley Private Wealth Management32Graystone Consulting | Morgan Stanley43Morgan Stanley Private Wealth Management38 more rows
Who gives financial advice on the radio?
Today Ramsey, 60, is one of America's most trusted sources for financial advice. His syndicated radio program, The Dave Ramsey Show, is among the top five talk radio shows in the United States and is heard by 13 million listeners each week on more than 600 radio stations, according to Ramsey's website.
Is it worth paying a financial advisor 1 %?
A financial advisor can give valuable insight into what you should be doing with your money to reach your financial goals. But they don't offer their advice for free. The typical advisor charges clients 1% of the assets that they manage. However, rates typically decrease the more money you invest with them.
Who is the richest financial advisor?
License The LogoRankFirmExecutive1Chevy Chase Trust CompanyPeter Welber, President & CEO2Hightower Advisors, LLCElliot Weissbluth, Founder & CEO3Creative PlanningPeter Mallouk, President4Oxford Financial Group, LTDJeffrey Thomasson, CEO16 more rows
Why do rich people use financial advisors?
Wealth advisors help their clients with just about everything connected to their financial world and may even offer a few services that don't seem financially related. Here are some services that wealth advisors can offer: Investment management. Estate planning.
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.
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…
Kind Words From Current Listeners
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.
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!
Find the Perfect Episode to Start With
Don’t want to start with the most recent episode of the podcast? Click here to go back to the beginning and check it out from the start: Episode number 1.
Apply or Recommend a Guest
Would you like to be a guest on the Kitces podcast? Do you know someone who would make a great guest?
Who is the CEO of 6 Meridian?
My guest on today's podcast is Margaret Dechant. Margaret is the CEO of 6 Meridian, a hybrid-RIA located in Wichita, Kansas, that has $3 billion in assets under advisement, serving 700 clients.
Who is Dan Moisand?
My guest on today’s podcast is Dan Moisand. Dan is a Principal of Moisand Fitzgerald Tamayo, a fee-only RIA headquartered in Melbourne, Florida that manages over $800m in assets for 650 households.
What is every dollar counts podcast?
About Podcast The Every Dollar Counts Podcast with Josh & Jay is made for and dedicated to those folks serious about their financial plan. Josh Null and Jay Stubbs dedicate their time to dissecting and explaining the various investment & insurance services and products available to consumers, as well as discussing lifestyle interests of the dedicated investors. Josh and Jay are also often joined by the best and brightest guests from our industry. Frequency 1 episode / quarter , Average Episode Length 23 min Podcast everydollarcounts.libsyn.com#N#Facebook fans 108 ⋅ Domain Authority 5 ⋅ Alexa Rank 4.3K View Latest Episodes ⋅ Get Email Contact
Who is the host of the New York About Podcast?
New York About Podcast Host Jill Schlesinger tackles uncomfortable and even controversial money and investing issues, without the financial jargon, to get to the heart of what is important for anyone to know. Jill takes listener phone calls and interviews informative and entertaining guests each week to uncover surprising insights and provide actionable information so you can make the most of your money. Frequency 1 episode / day , Average Episode Length 14 min Since Dec 2016 Podcast stitcher.com/show/jill-on-money#N#Facebook fans 4.8K ⋅ Twitter followers 16.9K ⋅ Instagram Followers 2.2K ⋅ Domain Authority 86 ⋅ Alexa Rank 13.7K View Latest Episodes ⋅ Get Email Contact
Ep 267: Making The Business 'Fun' Again By Focusing On Your Core And Outsourcing The Rest with Jared Siegel
Jared Siegel is a Partner at Delap Wealth Advisory, a fee-only RIA based out of Portland that oversees nearly $260 million of assets under management for over 70 client households. Jared has created a high-quality and high-touch experience for his ...
Ep 266: Reinventing The Wirehouse Model As An Employee-Owned Locally-Managed Partnership with Jim Gold
Jim Gold is the CEO and co-founder of Steward Partners Global Advisory, an independent advisory firm with multiple locations across the country that serves nearly 10,000 client households. Managing $16 billion of AUM under 180 financial advisors, the firm is ...
Ep 265: Connecting With Ultra-HNW Next Generation Heirs By Fostering Real Family Trust And Communication with Amy Castoro
Amy Castoro is the President and CEO of the Williams Group, a coaching and consulting firm based out of California that helps financial advisors engage with more than 800 high-net-worth families to help them develop solid foundations in heir preparedness. ...
Ep 264: Outsourcing Lead Generation To Accelerate Growth When Starting From Scratch with Dan Callahan
Dan Callahan is the Partner and Chief Investment Officer at Capasso Planning Partners, an independent RIA based out of South Carolina that oversees $250 million of assets under management for 300 households. Dan and his firm began with zero clients ...
Ep 263: Building A High-Touch Boutique Firm Serving Tech Executives As Their Personal CFO with Joyce Franklin
Joyce Franklin is the founder of JL Franklin Wealth Planning, an independent RIA based out of San Francisco that oversees $200 million of assets for 40 families. Joyce built a true boutique financial advisory firm by serving as a personal ...
Ep 262: Asking More Questions In The Discovery Process To Deepen Client Relationships With Melanie Milam
Melanie Milam is an advisor with Gateway Financial Partners, a super-OSJ affiliated with LPL Financial located in Texas, where she oversees $150M of assets under management for her 110 client households. Melanie has a truly unique approach to connecting with ...
Ep 261: Replacing The AUM Fee With A Complexity-Based Fee For (Only) The Time It Really Takes with Andrew Miller
Andrew Miller is the founder of OLIO, a financial planning firm based out of Virginia that manages $275 million for over 275 households. Andrew has been able to build a scalable business model that is based on the unique complexity ...