265: Don’t Just Grow… Grow the Right Way

264: Painpoints Technology Can Solve

263: Direct Affiliation vs. OSJ: Which Model Is Right for You?

262: Comparing Major CRMs: Inside JEDI’s New Platform Comparison Whitepaper

261: The Six Defining Trends Shaping Financial Advisors in 2025

260: How Advisors Stay Competitive in 2026

259: Should You Go RIA? With Chuck Failla

258: Which CRM Should Financial Advisors Choose?

257: M&A Masterclass with Jon Kuttin

256: Cetera CEO Mike Durbin on the Future of Independent Financial Advisors

255: M&A Outlook 2026: Dual Monetization, PE Pitfalls & What Advisors Need to Know

254: Marketing Vs. Branding: What Advisors Get Wrong

253: Listening, Engaging, Converting: Social CRM In Action

252: You Don’t Know What You’re Saying No To – with Brian Mora

251: Can Financial Advisors Really Trust Generative AI?

250: 250th EPISODE SPECIAL | The Biggest Lesson’s Advisors Never Learn

249: Unlocking Hidden Value: How Financial Advisors Can Leverage Investment Banking (Part 3)

248: Unlocking Hidden Value: How Financial Advisors Can Leverage Investment Banking – with Ken Grider of Raymond James (Part 2)

247: Unlocking Hidden Value – with Ken Grider of Raymond James (Part 1)

246: From Lead to Loyalty: CRM’s Role in Customer Journey Mapping

245: Private Equity, Independence, and the Future of Wealth Management with NewEdge CEO Rob Sechan

244: The Power of Video Marketing for Financial Advisors – with Angela Wolf

243: From Practitioner to Business Owner with Jon Randall, Founder of eXtraordinary Financial Advisors

242: AI and Sentiment Analysis in Social CRM

241: Breaking the Status Quo: How Advisors Can Redefine Success

240: Why Most CRMs Fail (and How to Fix Them)

239: When Is the Best Time for Financial Advisors to Transition Firms?

238: The #1 Tech Mistake RIAs Make (And How to Fix It)

237: Financial Advisor Transitions: Don’t Get Played on Recruiting Deal Numbers

236: Technology That Builds Value

235: Winning High-Net-Worth Clients

234: AI, Automation, and the Next Generation of CRM Solutions

233: What Do You Want to Be When You Grow Up?

232: How The Top 1% of Advisors Actually Spend Their Week

231: Is Your Tech Stack Costing You Clients?

230: It’s Not Just the Payout – It’s the Profitability

229: Can You Trust AI With Your Succession Plan?

228: How Your CRM Can Build Client Loyalty

227: Calling All OSJ’s

226: Future-Proofing Your Tech Stack: What Advisors Need Now

225: Why Advisors Struggle with CRM Adoption – and How to Fix it

224: Is PE Worth It? Don’t Get Enamored By The Check

223: Data-Driven Decision Making: Enhancing Client Relationships

222: From Deal to Done: The Smooth Succession Timeline

221: Making Your Data Work for You

220: The Exit Mindset: When, Why, and How to Plan Your Succession

219: Is Your CRM a Cybersecurity Risk?

218: Inside the Transition: What Really Happens When Advisors Moves

217: From Chaos to Clarity: Streamlining Operations with Data

216: Finding Your Freedom and Doubling Your Revenue: A Case Study

215: Marketing Funnels for Advisors: From Stranger to Client

214: The Real Cost of Doing Nothing: How Inaction Hurts Advisor Growth

213: Stop Losing Leads: How a CRM Captures Every Opportunity

212: How to Build a Practice That Attracts a Premium Buyer

211: Integrating AI Into Advisory Practices

210: Breaking the Golden Handcuffs: Why Advisors Stay Too Long at the Wrong Firm

209: What is JEDI: And Why it Matters for Financial Advisors

208: Succession Isn’t Sentimental: It’s Strategic

207: Building Trust That Books Meetings

206: Dial In Your Data

205: You Don’t Know What You Don’t Know: A Recap From IGNITE 2025

204: Data-Driven Growth for Advisors

203: Raymond James at IGNITE: A Live Conversation on Firm Culture and Advisor Choice

202: Ameriprise at IGNITE: A Live Conversation on Empowering Advisors and Driving Change

201: Steward Partners at IGNITE: A Live Conversation on Leadership and Growth

200th Episode Special: The Future of Independence with LPL CEO Rich Steinmeier

HOT MIC – The Real Impact of Industry Consolidation

HOT MIC – LPL Acquires Commonwealth: What Advisors Need to KnowHOT MIC – LPL Acquires Commonwealth: What Advisors Need to Know – Part 2

199: The Truth Behind Transition Deals

HOT MIC – LPL Acquires Commonwealth: What Advisors Need to Know

198: Understanding the Process of Finding a New Firm

197: Scaling your Practice with the Right CRM Strategy

196: Overwhelmed as a Business Owner? Smart Strategies for Advisors

195: The Power of Automation: 3 Strategies to Streamline Your Practice

194: The Entrepreneurial Mindset Advisors Need to Win

193: M&A in 2025: What Every Advisor Needs to Know 

192: Strategic Planning for Advisors: Your 2025 Checklist 

191: Mastering Metrics: How Data-Driven Decisions Drive Success 

190: Smart Solutions for Advisors Nearing Retirement  

189: Key Trends Advisors Need to Watch in 2025  

188: Insights from Our Top Episodes of 2024  

187: The 10 Habits That Drive Entrepreneurial Success  

186: What Every Advisor Needs to Know Before Changing Firms  

185: The Most Common Transition Fears – and How to Beat Them  

184: Big Wins Require Bold Moves  

183: Avoiding the Danger Zone: Legal Essentials for Financial Advisors  

182: Client Relationships: The Key to Practice Longevity  

181: Mastering Practice Management  

180: Thriving in Change: The Power of Brand Evolution

179: What is Complacency Costing You?

178: Shape Your Online Presence: How to Stand Out

177: AI vs. Authenticity: Marketing Trends for Financial Advisors

176: Working On vs. In Your Business

175: Strategic Moves: Embracing Transition Deals in Today’s Market

174: The Hidden Pitfalls of Private Equity Deals

173:  Leveraging Authority Marketing for Practice Growth

172:  The Power of Home Office Visits

171: Advisor Insights: Making Moves with Jon Kuttin and Frank LaRosa

170: Streamlining Success: How Consultants Empower Financial Advisors: Greatest Hits – Mastering the Art of M&A

169: Raymond James’ Pathways for Advisor Growth

168: Do You Have A Crystal Ball for Your Business?

167: Adapting to Change: Essential Strategies for Advisor Success

166: Hot Mic Discussion: A 9 to 5 is Part Time

165: Amidst Acquisition Chaos

164: Hot Mic Discussion: What’s Your Practice Actually Worth?

163: Welcome to the Real World with Chris Shaw – Sanctuary Wealth

165: Greatest Hits – The Power of Branding Series with Tina Beck, CMO – Elite Consulting Partners – EP.2

162: Empowerment Strategies for Business Success

161: Unlocking Success for Independent Advisors161: Mastering the Art of M&A

160: Mastering the Art of M&A

159: RIA 101 With Vince Leto

158: Break Free from Decision Fatigue

157: Unleash Your Potential Through Visualization

156: To Be an RIA, or Not to Be an RIA

155: Mergers, Acquisitions, and High Net Worth – Part 2 – with Russ Jones Executive Director of Private Wealth Service Group at Lincoln Financial Advisors, and Dan Prisciotta, the CEO of Equity Strategies Group

154: Mergers, Acquisitions, and High Net Worth – with Russ Jones Executive Director of Private Wealth Service Group at Lincoln Financial Advisors, and Dan Prisciotta, the CEO of Equity Strategies Group

153: Don’t Get Distracted By Shiny Objects – with Stacey Frank, Vice President and Managing Director – Elite Consulting Partners

152: The Spectrum of Advisor Independence with Stacey Frank, Vice President & Managing Director – Elite Consulting Partners 

151: The Core Values Blueprint – with Stacey Frank, Vice President & Managing Director – Elite Consulting Partners 

150: Dominate the Marketing Game with Tina Beck, President – Elite Marketing Concepts & CMO – Elite Consulting Partners 

149: Supported Independence Success with David Karr, Chairman – Equitable Advisors 

148: Strong Culture Equals Strong Results with Stacey Frank, Vice President and Managing Director – Elite Consulting Partners 

147: Independence or Independent – Understanding the Difference with Thom Powers, Director of Business Development, Elite Consulting Partners

146: Tactical Growth with Nate Lenz – Co-Founder and CEO, Concurrent Advisors

145: Becoming a Leader with Ray Kelly – Senior Vice President – Think2Perform

144: Introducing the Financial Advisor Success Syndicate with Jon Kuttin, CEO Kuttin Consulting Group

143: The Keys to Consolidation with Kristen Kimmell – EVP, Head of Business Development – Osaic formerly Advisor Group

142: Preventers of Growth Episode 3 with Jon Randall, PhD(c): Founder, eXtraordinary Financial Advisors

141: Preventers of Growth Episode 2 with Jon Randall, PhD(c): Founder, eXtraordinary Financial Advisors

140: Preventers of Growth with Jon Randall, PhD(c): Founder, eXtraordinary Financial Advisors

Ep.139: Behind the Wheel – Advisors Pay Attention

Ep.138: The Advisor Advantage with Private Advisor Group

Ep.137: The What and Why of an ESOP Plan with Stephen Berman, Managing Director, CSG Partners

Ep.136: Structured for Success with Kimberly Sanders, Senior Vice President of Business Development, Strategic Wealth Services at LPL Financial

Ep.135: Lead by Example with Stephen Drum – Leadership Expert/Trainer, Author, Retired US Navy SEAL

Ep.134: Break the Mold with Chip Munn, CEO – Signature Wealth Group

Ep.133: Behind the Wheel – Focus on What’s in Front of You

Ep.132: The Power of Branding Series with Tina Beck, CMO – Elite Consulting Partners – Episode 2

Ep.131: The Power of Branding Series With Tina Beck, CMO – Elite Consulting Partners

Ep.130: Behind the Wheel – Leadership Lessons

Ep.129: Find your Niche with Nate Lenz, CEO and Co-Founder of Concurrent

Ep.128: Advisor Empowerment with Libet Anderson, President – Concourse Financial Group Securities

Ep.127: Culture as Catalyst

Ep.126: The LPL Playbook

Ep.125: Support Structure with Vince Fertitta, President of Wealth Management, Sanctuary Wealth     

Ep.124: The Value Proposition with Rich DeSalvo – CEO of f3Logic, a Gallagher Company      

Ep.123: Get to Work        

Ep.122: Playing the Long Game with Scott Curtis, President Private Client Group – Raymond James         

Ep.121: Radical Transparency with Ed Harrington, Executive Vice President – Private Client Division, Oppenheimer         

Ep.120: A Model For Success with Rita Robbins, Founder & President – Affiliated Advisors         

Ep.119: Power Performance – with Matt Reiner, Managing Partner, Capital Investment Advisors and Host of Bridging the Gap Podcast

Ep.118: Behind The Wheel – Navigating The Art of The Deal When Making Your Transition

Ep.117: On The Hunt

Ep.116: Planning & Process for Transition Success

Ep.115: Finish Strong

Ep.114: Tactical Teachings with Jeff Concepcion, Founder & CEO – Stratos Wealth Partners

Ep.113: Compound Pound Your Effort

Ep.112: Learn About LPL Linsco with Clare Kiesel – Senior Vice President, Business Development, LPL Independent Employee Channel

Ep.111: It’s Time to Get Social

Ep.110: The Frontlines of Financial Services – with Dave Rutherford and Kyle Kroberger, Former U.S. Navy SEALs

Ep.109: M&A Masterclass

Ep.108: Lessons Learned – A Recap of the LPL Conference

Ep.107: Behind the Wheel Edition – A Time of Opportunity

Ep.106: Process Drives Profit with Kate Guillen – Founder and Lead Coach, Simplicity Operations Management

Ep.105: Peak Performance with Alan Stein Jr. – World Renowned Speaker, Coach, and Best-Selling Author

Ep.104: Advisor Success in a Volatile Market with Jon Kuttin, Founder & CEO Kuttin Wealth Management

Ep.103: You Started a BD or RIA – Now What?

Ep.102: Behind the Wheel – Strategies for Advisors on the Move

Ep.101: The More Things Change . . .

Ep.100: 100th Episode Celebration

Ep.99: Attract the Right Talent

Ep.98: Advisor First – with Desireé Sii, President and CEO – SagePoint Financial Inc.

Ep.97: Purpose Driven Mindset with Ben Newman – Performance Coach, International Speaker, Bestselling Author

Ep.96: Legal Perspectives Episode 4 with Brian Neville, Founding Partner of Lax & Neville

Ep.95: Legal Perspectives Episode 3 with Brian Neville, Founding Partner of Lax & Neville

Ep.94: Mad Libs for Advisors

Ep.93: Stifel Independent Advisors with Alex David, President & CEO, and Tim Boostrom, Director of Business Development

Ep.92: Purpose Over Profit

Ep.91: The Lion Hunter and The Advisor

Ep.90: Vision for Growth – with Jon Kuttin, Founder & CEO – Kuttin Wealth Management

Ep.89: LPL Financial’s Strategic Wealth Services Model – with Kimberly Sanders, Senior Vice President

Ep.88: Legal Perspective Series Episode 2 – with Brian Neville, Founding Partner – Lax & Neville

Ep.87: Legal Perspective Series – with Brian Neville, Founding Partner of Lax & Neville

Ep.86: The Slow Boil

Ep.85: Your Questions Answered!

Ep.84: Double Down on Service

Ep.83: Legal Lessons for Advisors Making a Move

Ep.82: The Future is Now – Plan Ahead for a Successful 2022

Ep.81: ‘Tis The Season To Hit The Bid

Ep.80: Entrepreneurial Explosion – The New Advisor Mindset

Ep.79: Power Podcast – Practice Growth by CPA

Ep.78: Wirehouse Wave – Why W2 to W2 Moves Are Increasing

Ep.77: RIA Boom – An Interview with Nathan Stibbs, President & CSO – Continuum Advisory LLC

Ep.76: Build Your Business For Success – An Interview with Michelle Seiler Tucker, CEO, Seiler Tucker

Ep.75: Road Warrior – An Unfiltered Financial Services Discussion

Ep.74: HAVE FAITH – An Interview with Vaughn Kohler

Ep.73: Independent Thinking with Bill Walsh – Regional Market Manager, Senior Transition Consultant

Ep.72: Industry Impact – A Discussion with Scott Breault, Regional Market Manager, Senior Transition Consultant

Ep.71: Expand Your Mind, Expand Your Business

Ep.70: NFT Confusion – Why the Disruptive Trend Is One To Watch

Ep.69: No Grind, No Glory

Ep.68: Crypto Currency – Why Advisors Need to Pay Attention

Ep.67: Eyes Wide Open – Is it a DEAL or a LOAN?

Ep.66: Protect Yourself – FSI’s New Health Insurance Program for Financial Advisors

Ep.65: In-Network – Relationships, Recruiting, and Results

Ep.64: Keep the Home Fires Burning – Wells Fargo Chooses to Leave the International Space

Ep.63: Watch Your Back – Beware of Hidden Competition

Ep.62: Lead-Gen Lessons with Jeremiah Desmarais, CEO – Advisorist

Ep.61: Babies, Boxing, and Business – A Conversation With Austin Philbin, Chief Administrative Officer, Dynasty Financial Partners

Ep.60: Thinking Ahead – Predictions That Matter For Financial Services In 2021

Ep.59: HubTalk – The COVID Wave To Independence

Ep.58: Much Ado About Nothing – The Protocol Non-Event

Ep.57: Watch For The Waves – The Effect of COVID on Financial Services

Ep.56: ‘Tis The Season – Analyzing The Fiscal Maneuvering Firms Will Use To Close 2020

Ep.55: Want To Increase Your Succession Payout by 288%? Consider Dual-Monetization

Ep.54: Forward Thinking – An Interview with Michael Bryan, CEO, Triad Hybrid Solutions

Ep.53: Leading and Listening – An Interview With Adam Antoniades, CEO, Cetera Financial Group

Ep.52: A Time of Opportunity – An Interview with Manish Dave, Senior Vice President, Business Development, Ameriprise Financial

Ep.51: A New Kind Of Independence – An Interview with James Gold, CEO, and Douglas Kentfield, Head of Wealth Management, Steward Partners

Ep.50: Behind the Scenes with Rich Steinmeier and LPL’s new EMPLOYEE MODEL

Ep.49: What got you HERE will not get you THERE…

Ep.48: It’s Time To Step Up – Why Advisors Need to Elevate Their Client Communication Game

Ep.47: The Pitfalls of Zoom Technology On Long-Term Client Relationships

Ep.46: You Do You – Independence Isn’t The Only Option

Ep.45: The Leadership Series: Business Partners Jonathan Freeman and Brian McCarver, Stonebridge Financial Group

Ep.44: Mental Toughness Series: Ben Newman, Mental Conditioning Coach for University of Alabama Football

Ep.43: The Interview Series – Joe Lyons, Managing Partner, Mooney Lyons

Ep.42: Master Your Craft – Skills Advisors Need To Win On Today’s Playing Field

Ep.41: Plan For The Worst, Hope For The Best – Strategies For Smaller Firms and Their Advisors

Ep.40: The Interview Series – Conor Delaney, Founder of The Good Life Companies

Ep.39: Which Firms Are The Winners And The Losers Of The Crisis?

Ep.38: Tech Tips – Using Email for Efficiency

Ep.37: Talk to Me – Are You Communicating Effectively During The COVID-19 Crisis?

Ep.36: Proceed With Caution – The Pitfalls of Private Equity

Ep.35: Process Over Percentage Is What Keeps Your Business Up When Markets Are Down

Ep.34: Did You Do The Math? The Tax Implications of W-2 Vs. 1099 Deals

Ep.33: Making An Impression – The Latest News On The Firms, Strategies And Deals Making An Impact

Hot Mic – The Flip Side: The Real ‘Why’ Behind The Morgan Stanley Acquisition Of E-Trade

Ep.32: The Big Reveal: Unboxing The Experience – Designing Meaningful Follow-up Rituals To Create Business Momentum

Ep.31: Knowing What Matters – Clarify Your Process For Client Retention Success

Ep.30: The Customer Is King – Empower Your Client Relationships By Hiring a Client Service Associate

Ep.29: The Next Generation – Training and Mentoring Junior Advisors

Ep.28: Collaboration Is Key – Utilizing A Mastermind Group To Maximize Your Business

Ep.27: The Season Of Giving – Gifting Your Business By Defining Your Core Values

Ep.26: Looking Back to Look Forward – Evaluate Your Business Past and You Will Create Your Business Future

Ep.25: Jingle All The Way – Separate Yourself From The Competition This Holiday Season

Ep.24: Behind The Wheel – Navigating The Art of The Deal When Making Your Transition

Ep.23: Buyer Beware – Avoiding The Potential Pitfalls Of The Sales Pitch When Choosing Your New Firm Partner

Ep. 22: Merger Monopoly – The Tale of Ladenburg Thalman and It’s Five Broker-Dealers

Ep. 21: Grow Your Business 10X By Getting Comfortable With Being Uncomfortable!

Ep. 20: The Race to Zero Commissions and The Lost Podcast

Ep. 19: Top 5 Do’s and Don’ts of Preparing a Broker-Protocol Spreadsheet

Ep. 18: Leading With Lending And The $50 Million Question

Ep. 17 Part 2: Rolling Out The Red Carpet – The Importance Of The Home Office Visit During The Recruiting Process, Part 2 of a 2-Part Series

Ep. 17 Part 1: Rolling Out The Red Carpet – The Importance Of The Home Office Visit During The Recruiting Process

Ep. 16: Location, Location, Location – The Relationship Between Real Estate and Business Success