Shows
Do Business. Do Life. — The Financial Advisor Podcast — DBDL047: Top Moments of 2023 - Top Guest Stories, Moments, and IdeasWhat's up, DBDL listeners! We have a special episode for you this week. As some of you may know, at the end of last year, we released the DBDL Top Triad Member Moments of 2023, a roundup of the best advice shared on the pod from our valued Triad members. The episode was so popular that we thought, why not do something similar for all the non-Triad guests who came on the show to share their incredible wisdom?So, the team went back through our catalog of non-Triad interviews, pulled the best ideas, stories, and frameworks f...2024-01-171h 24Do Business. Do Life. — The Financial Advisor Podcast — DBDL007: Michael Kitces - Advisor Marketing, Niches, One Page Plans, Building a Team, and Being a CEOToday, I'm talking to one of the most prolific content creators in financial services, Michael Kitces. His website, Kitces.com, serves over 12,000 advisors, and his blog, Nerd's Eye View, has become a go-to resource for financial advisors, reaching more than 200,000 unique monthly visitors. Investopedia named him "one of the most influential financial advisors in the United States." He also runs 2 podcasts, Kitces & Carl (which he co-hosts with Carl Richards, creator of the NYTimes Sketch Guy column) and Financial Advisor Success—one of the most highly rated podcasts for financial advisors. 3 of...2023-04-121h 05
The Elite Advisor Blueprint®: A Podcast for Financial AdvisorsMichael Kitces on Building a Digital Platform That Attracts Your Ideal ClientsToday, I’m talking with Michael Kitces. If you’re in financial services and aren’t familiar with Michael, my guess is you haven’t been on the internet recently as he has one of the most prolific platforms in all of finance. Michael creates content deconstructing some of the most complex financial planning topics out there and he shares much of this on his blog, Nerd’s Eye View - which is actively followed by over 36,000 subscribers. He’s also a partner in a number of other businesses including: Director of Wealth Management at Pinnacle Advisor Solutions, c...2019-12-242h 00
The Adviser Gap PodcastThe Adviser Gap across the pondThis week on the Adviser Gap podcast, we are joined by Brad Johnson from US based Advisors Excel, a coaching and support network for financial advisers and business owners. Brad also hosts the Elite Advisor Blueprint Podcast. Brad shares his perspective on the Adviser Gap and how this exists across the pond, as well as the strategies that can be adopted to build a successful career in financial services. Brad has worked with and coached some of the most successful financial services business in the US, so we’re sure you will find his experiences and insights in...2019-04-2300 min