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Financial Advisor Success
by Michael Kitces
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Ranking history · Mexico
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Growing Bigger For Succession And Then Intentionally Downsizing For A Simpler Lifestyle Practice with Carolyn McClanahan
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Building A 'Killer' Scorecard To Track Key Weekly Metrics On The Path To $275M AUM with Jenna Biancavilla
September 8, 2026 · 1 hr 31 minKey metrics can not only show how your advisory firm is performing, but also whether your team is thriving. Today's guest builds a 'killer' scorecard to track the metrics that matter – from client engagement and new business activity to…
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Using A "Pillow Test" To Make The Hard Business Decisions On The Way To $3.5B AUM with Andrew Rosen
September 1, 2026 · 1 hr 31 minHow do you know you're making the right decision, especially when every option comes with trade-offs? Whether you're making career decisions or leading a growing advisory firm, today's guest offers practical lessons on building a business…
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Taking Your Growth To The Next Level By Building An Authentic Personal Brand with Sheri Fitts
August 25, 2026 · 1 hr 29 minWhat makes a financial advisor stand out? The answer isn't a better logo or tagline—it's building a personal brand that stands out in the eyes of good-fit clients and ensures their work is in sync with their values. Sheri Fitts is…
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Organically Growing To $800M AUM In Less Than A Decade By Investing In Educational Marketing with David Brooks
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Managing $240M As A 3-Person Team Through A Structured Meeting Approach with Wendy Ciehanski
August 11, 2026 · 1 hr 30 minYour client review meetings could become your firm's biggest competitive advantage. Today's guest shares how her advisory firm has refined a structured client review process over more than 25 years, creating a consistent meeting cadence…
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Navigating Succession Planning That Doesn't Turn Out As Expected (Even When You're Doing Everything Right) with Rick Kahler
August 4, 2026 · 1 hr 30 minYou can take all the 'right' steps for succession planning… and it still might not go according to plan. After building an RIA managing approximately $300 million in assets for 130 client households, today's guest discovered that even the…
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Amplifying Business Growth By Constantly Honing Your Time Towards Its Highest-And-Best Use
July 28, 2026 · 1 hr 40 minBuilding a highly successful advisory platform is less about running every department yourself and more about finding the right operational partners to turn big ideas into a structured reality. Today's milestone episode explores the…
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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
July 21, 2026 · 1 hr 30 minScaling a financial advisory practice often forces a choice between capping growth or building a large, people-heavy infrastructure. Today's guest challenges that conventional wisdom, pulling back the curtain on how he scaled his firm to…
About the show
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.