We break down how certain financial advisors grow so fast it looks like cheating by dissecting the systems behind their momentum. Hosted by Nate Hoskin, a financial planner and digital marketing nerd, the show analyzes real-world marketing and business systems to expose the hard work behind the illusion.
We Read the Kitces Marketing Study (So You Don't Have To) w/ Nick Meyer | The Afternoon Advisor E14
The 2026 Kitces Marketing Survey just dropped, and we read all 123 pages so you don't have to. In this episode, Nate reads Nick some of the wildest stats from the study — live, unfiltered reactions included. We cover: Why advisors rate their own marketing a 4.5/10 (and why that hasn't changed) The average advisor uses 4-5 marketing tactics — is that too many, or not enough? Marketing costs firms just 7% of revenue... which is way too low 98% of advisor social media use is on LinkedIn, but...
21 Sept 2026
The Anatomy of a Great YouTube Title, Hook, & Thumbnail w/ Nick Meyer | The Afternoon Advisor E12
Most financial advisors think the YouTube title is what gets the click. It's not — it's the thumbnail. In this episode, Nate Hoskin and Nick Meyer break down exactly how titles, thumbnails, and hooks work together, and rewrite four real submitted titles live to show what separates a good one from a forgettable one. In this episode, you'll learn: ✅ Why the thumbnail (not the title) opens the curiosity gap — and what the title's real job is ✅ The BVP vs. MVP framework — why your "big video prom...
18 Sept 2026
Why People Can't Stop Watching Strangers Talk About Money w/ Nick Meyer | The Afternoon Advisor E12
There are really only three content formats working on YouTube right now for financial advisors — and once you see them, you'll notice them everywhere. In this episode, Nate Hoskin and Nick break down all three, with real examples pulled straight from the Sage Trends tab. In this episode, you'll learn ✅ "Financial voyeurism" — why people can't stop watching strangers talk about money (and why Dave Ramsey, Caleb Hammer, and Ramit Sethi have built empires on it) ✅ The inspirational/aspiration...
4 Jun 2026
Why Every Financial Advisor Sounds the Same w/ Emily Armstrong | The Afternoon Advisor E11
Every advisor says the same thing. Here's how to stop. Emily Armstrong is the founder of Wonder Lab Strategy and one of the sharpest brand strategists in financial services. She's spent seven years watching advisors try to differentiate themselves — and failing — because they're starting with the wrong question. In this episode, she walks through her full identity architecture framework and explains why the advisors who win are the ones who start at the one-yard line, not the 50. You'll lea...
4 May 2026
Spending $650k/Month in Ads & Being a Contrarian w/ Aaron Cirksena | The Afternoon Advisor E10
This advisor is spending $650,000 a month on paid ads. He knows exactly what he'll make back. Aaron Cirksena is the CEO and founder of MDRN Capital — one of the fastest-growing fully virtual RIAs in the country. His entire strategy is built around doing the opposite of what the industry tells you to do: extending the sales process instead of shortening it, offering a performance pledge no other firm will touch, and going fully virtual when everyone else was opening offices. In this episode, h...
20 Apr 2026
Niche Marketing & Organic Growth at Scale w/ Sahil Gupta | The Afternoon Advisor E9
What does it look like to grow an RIA from $600M to $1B without losing what made it work in the first place? Sahil Gupta handles organic growth and marketing for Twin Peaks Wealth Advisors, a 14-person RIA serving tech employees - built over 10 years by two UC Berkeley founders who started by cold-calling Apple and Facebook employees about their RSUs. In this episode, recorded live at Future Proof in Miami, Sahil breaks down how they're layering content and digital marketing on top of a refe...
13 Apr 2026
Building the Full Growth System w/ Mike Barrasso | The Afternoon Advisor E8
Most financial advisors are looking for a silver bullet. There isn't one... but there are a lot of golden BBs. Mike Barrasso grew his family's RIA from $150M to $400M from the business development seat. Now as co-founder and CEO of WealthReach, he's building the systems that make that kind of growth repeatable for any firm. Recorded live at Future Proof in Miami, this episode covers the three problems holding most advisory firms back, why your website is your most overlooked growth asset, an...
6 Apr 2026
The Psychology of Referrals w/ Dan Allison | The Afternoon Advisor E7
98% of your clients are willing to refer you. So why is your organic growth rate sitting at 1-3%? Dan Allison has spent 22 years studying the behavioral psychology of referrals - and he's coached financial advisors at Vanguard, Dimensional Funds, and some of the largest wealth firms in the world. In this episode, he breaks down exactly why the referral gap exists, the five characteristics every client advocate needs, and the simple framework that turns your existing book of business into a r...
30 Mar 2026
Organic Growth & Loving Your Business Again w/ David DeCelle | The Afternoon Advisor E6
Most financial advisors didn't sign up to be marketers. But the ones who reframe why they're growing... those are the ones who can't be stopped. David DeCelle has helped over 200 multi-billion-dollar RIAs grow organically. In this episode, he shares the step-by-step system he'd use to build an RIA from zero, why the referral gap in most books of business is bigger than advisors think, and the mindset shift that doesn't just grow your firm — it improves your marriage, your health, and the res...
23 Mar 2026
Conversational Intelligence & the Future of Advice w/ Liam Hanlon | The Afternoon Advisor E5
Jump just raised $80 million. Not because they built a better note taker — but because they're sitting on one of the most valuable data sets in wealth management. Liam Hanlon is the Head of Insights at Jump, where a team of PhDs and behavioral scientists from UPenn and UC Berkeley are analyzing hundreds of thousands of advisor-client conversations to figure out what actually drives success. In this episode, Liam shares what that data is revealing — about how advisors win and lose clients, why...
9 Mar 2026
Testimonials, AEO vs SEO, & Durable Growth w/ Andrew Johnson | The Afternoon Advisor E4
Every advisor knows their clients love them. So why are so few using testimonials in their marketing? Andrew Johnson is the founder of Testimonial iQ — now FMG Testimonials, following a recent acquisition by FMG — and one of the sharpest minds in advisor marketing and compliance. In this episode, Andrew breaks down the state of testimonials three years after the SEC marketing rule changed everything, why the biggest firms are finally all-in, and what advisors need to understand about AEO befo...
2 Mar 2026
Video Marketing for Financial Advisors w/ Nick Meyer | The Afternoon Advisor E3
What does it actually take to grow your advisory firm with short-form video? We went straight to the source. Nick Meyer is the most followed CFP® professional on social media — 1.8 million followers, over 330 million video views — and the co-founder of Sage Content. He's worked with Fidelity, Discover, Ally Bank, TurboTax, and the Golden State Warriors. In this episode, Nate puts Nick in the hot seat with 15 questions every advisor wants answered about video marketing. What You'll Learn How t...
24 Feb 2026
Compliance, AI, & The Future of Financial Advice w/ Chad Gordon | The Afternoon Advisor E2
Is compliance a "boogeyman" keeping you up at night as a financial advisor, or is it the secret to your firm’s reputation? In this episode of The Afternoon Advisor, Nate Hoskin sits down with Chad Gordon, founder of Sharp Archive and an RIA owner who is obsessed with driving "time spent on compliance" down to zero. They dive into the high-stakes world of SEC fines, the rise of AI-powered litigation, and why the future of financial advice is a 100% "collapse" into human relationships. In this ...
16 Feb 2026
Email Marketing Done Right w/ Patrick Di Cesare | The Afternoon Advisor E1
Episode Summary Most advisors hear “email marketing” and think “blast a cold list.” Patrick Di Cesare argues that’s the fastest way to burn trust in a trust-based industry. In this episode, Nate and Patrick break down a permission-based email funnel that turns attention into booked calls - starting with a lead magnet, followed by a pre-built email sequence designed to build trust, handle objections, and create qualified appointments. You’ll also learn what to send, when to send it, how long ...
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