Financial Advisor Success

Financial Advisor Success

Michael Kitces

4.8from 883 ratings

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86Podcast AuthorityScore out of 100 · How it is scored
511
Episodes
149
Transcribed
883
Ratings
Daily
Cadence
2016
First episode
882K
YouTube views

About Financial Advisor Success

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.

Publisher
Michael Kitces
Category
business · news
Language
en
Explicit
No
First episode
28 Dec 2016
Latest episode
6 Oct 2026

Latest episodes

149 of 511 episodes have a transcript.

  1. 6 Oct 2026TRANSCRIPT

    Ep 510: Creating Effective Discovery Meetings To Convert 100% Of (High-Value) Prospects Into Clients with Michael Yoder

  2. 29 Sept 2026TRANSCRIPT

    Ep 509: Systematizing Your Differentiated Service As A (True) Retirement Expert While Scaling To $850M Of AUM with Dana Anspach

  3. 22 Sept 2026TRANSCRIPT

    Ep 508: Leveraging Video The Right Way To Add $1M Of New Revenue In Less Than 12 Months with Nate Hoskin

Inside a recent episode

Ep 510: Creating Effective Discovery Meetings To Convert 100% Of (High-Value) Prospects Into Clients with Michael Yoder

Published 6 Oct 2026 · Transcript excerpt

[…] So there's two superpowers that I've discovered in this career. And superpower, I don't know if we'll get the second one, but the first one, I read the book, Never Split the Difference. Have you ever read that book? Yeah, yeah, Chris Voss. Yeah, that's the one. Yeah. So if you haven't read the book, here's the premise. So this guy was a former hostage negotiator, like the FBI head, I think he was. And his job, anytime there's a dangerous hostage situation and there's guns and lives are at stake here, he was brought in. And do you know how he got the hostages released? He asked them questions. This whole book is his playbook for how he would get the bad guys to release the hostages. […]

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Who has been a guest on Financial Advisor Success

Names identified in recent episode analyses. Showing up to five guests.

  • Michael Yoder
  • Dana Anspach
  • Nate Hoskin
  • Carolyn McClanahan
  • Jenna Biancavilla

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

YouTube views
881,900
Score snapshot 15 Sept 2025
Apple Podcasts (US)
4.7 / 5
705 ratings
Spotify
5.0 / 5
178 ratings

Podcast Authority Score: 86 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality
97
Social presence
0
YouTube
93
Engagement
97

Contact Financial Advisor Success

Guest appearances
Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.

Questions about Financial Advisor Success

How often do new episodes come out?

The show publishes daily, based on its RSS feed.

Does Financial Advisor Success take guests?

Yes. Guests have been identified in episode analyses.

Where can I read transcripts?

149 of 511 episodes have a transcript on Pod Engine. Full transcripts are available with a Pod Engine plan.

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