Advancing Knowledge in Financial Planning
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.
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.
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.
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.
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.
Or alternatively, select from one of the topics below to pick and choose which of our 100+ episodes are best for you!
Would you like to be a guest on the Kitces podcast? Do you know someone who would make a great guest?
Please apply or nominate below.
A podcast is like a radio show, but recorded and available on demand whenever you want (through the internet!). 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.
Like radio, podcasts are a popular because you can listen to them on a commute, while working out, or doing chores… but you get more control to listen to what you want, when you want! And you don’t have to sit in front of a computer screen!
If you’re listening on your computer, just select any of the episodes you want from the top of this page (www.kitces.com/podcast), and then once you select the episode, scroll down to the podcast player and the big “Play” button embedded directly on the page.
If you’re listening on your smartphone, you can subscribe via iTunes on an iPhone, or if you’re 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). You can also find us via Google Play, or Spotify.
New podcast episodes are released every Tuesday morning. If you sign up for the email list in the subscribe section, you will be notified by email when a new episode is available. You can also subscribe to the podcast via the podcast player of your choosing, and track the episodes right there in your player as they’re released.
Guests are handpicked by Michael to share their unique stories and approach to growing their firm. However, we also love guests nominated from our listeners! If you’d like to nominate a guest (or yourself) to be considered by Michael for the Financial Advisor Success Podcast, please fill out the application here.
The platform Michael uses to host his podcast is Liberated Syndication (libsyn). Libsyn hosts over 50,000 shows with 92 million monthly audience members.
Michael uses a Rode Podcasting microphone. The Rode microphone comes with unparalleled A/D converters, so the microphone can be plugged into any computer with no in/out boxes, just a USB cable.
In addition, Michael uses the Sennheiser HD280 PRO headphones. The HD 280 PRO is a pair of closed, dynamic stereo headphones that deliver accurate, linear sound reproduction with up to 32dB of ambient noise attenuation for critical monitoring applications.
All of the podcast recordings occur online, using a web-based platform called Zencastr. Zencastr records each voice locally in pristine quality.
For further background on how Michael set up and delivers his podcast, see our full write-up here.
This browser is no longer supported by Microsoft and may have performance, security, or missing functionality issues. For the best experience using Kitces.com we recommend using one of the following browsers.