Morningstar's podcast for financial advisors.
Simple, but Not Easy
Claim This Podcastby Morningstar
4.5(22 reviews)
135 episodes
Updated Daily
Accepts GuestsHas SponsorsLocation 🇺🇸
46
Podcast Authority
BetaFairBased on show quality, social media presence, reviews, charts, and more
Quality55
Social0
YouTube0
Engagement92
Podcast Overview
Morningstar's podcast for financial advisors.
Language
🇺🇲
Publishing Since
6/14/2019
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See how your podcast performs across key metrics
46
Podcast Authority
BetaFairBased on show quality, social media presence, reviews, charts, and more
Quality55
Social0
YouTube0
Engagement92
6
Excellent Areas
2
Good Performance
11
Growth Opportunities
excellent
Episode Length
40 minutes
Performing excellently!
good
Show Notes Quality
3.0/5
Recommendations available
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needs improvement
Publishing Consistency
Every 18 days
Recommendations available
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Recent Episodes
May 26, 2026
Rule #1: Be Someone Clients Want to Take a Phone Call From – With Creative Planning’s Jeff Stolper
Director of Financial Planning Jeff Stolper shares how Creative Planning builds client trust by prioritizing likability and positive relationships in wealth management.
May 26, 2026
Rule #1: Be Someone Clients Actually Want to Call Back – With Creative Planning’s Jeff Stolper
Director of Financial Planning Jeff Stolper shares how Creative Planning's client-centric philosophy builds trust and fosters relationships, revealing that being a likable person is paramount in wealth management.
May 5, 2026
Solving Financial Advisors’ Organic Growth Problem with FINNY Founder Eden Ovadia
FINNY Founder Eden Ovadia explains how AI-driven prospect identification and automated outreach solve financial advisors' organic growth challenges, saving valuable time and creating a scalable business.
135 total episodes available with 19 transcripts
Recent guests on Simple, but Not Easy
Guests from recent episodes — sign up to see every guest that has ever appeared on this show.
Jeff Stolper
Guest
Philip Straehl
Guest
Ryan Murphy
Guest
Paul Tait
Guest
Nabil Salem
Guest
Dan Kemp
Guest
Dom Pappalardo
Guest
Brian Bernard
Guest
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Deep-dive analytics for Simple, but Not Easy
Frequently asked questions
Have a different question and can't find the answer you're looking for? Reach out to our support team by sending us an email and we'll get back to you as soon as we can.
- What is Simple, but Not Easy?
- How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 9 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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