Financial Advisor Success
About This Show
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.
Most Recent Episode
Ep 025: Leveraging A TAMP To Roll Out Wealth Management Services In A CPA Firm with Tim Delaney
4 days ago
Tim Delaney had a bit of a different journey into financial planning, but his 23-year career as a CPA was excellent training. After a few years doing both taxes and planning, clients started telling him they slept better at night because of his help managing life’s financial ups and downs. In this episode, Tim shares the negative investing experience that made him want to focus on a no-selling value proposition, and how he learned not to over-explain the planning process to clients. Be sure to listen to the end, where Tim describes the essential partnerships along the way that have allowed his business to flourish and weather several recessions, all while providing clients with excellent service. Get the full show notes and transcript for this episode at: www.kitces.com/25