Getting Started with Podcasting for Financial Advisors

May 12, 2022

Lessons learned from recording nearly 100 episodes of The Stephen and Kevin Show.

Advisor Innovations: Brian Portnoy on Helping Clients Rethink Wealth

May 10, 2022

The founder of Shaping Wealth explains why the true definition of wealth should be 'funded contentment,' or the ability to live a life of purpose and meaning.

How to Get Referrals Without Asking

May 10, 2022

Penny Phillips, co-founder and president of Journey Strategic Wealth, recommends advisors take a more strategic, intentional approach to leveraging clients for new business.

The Fees Race to the Bottom Can't be Won

May 10, 2022

The rapid commodification of the financial advice industry ignores one of its most valuable attributes: personalized guidance.

Michael Kitces' #FASuccess Podcast: Vincent Barbera on Living on the Cutting Edge of Advisor Technology

May 09, 2022

The founder of Newbridge Wealth Management experiments with various technology tools to always keep improving his client experience.

Elon Musk’s Fixer Is Quietly Tending the World’s Biggest Fortune

May 06, 2022

Jared Birchall, head of Musk's family office Excession, runs point for the capricious, controversial billionaire.

Next-Gen Successors: You’re Not as Stuck as You Think You Are

May 05, 2022

Those who are having second thoughts about signing on as heir apparent to their senior advisor’s book shouldn’t feel hopeless.

Disinheriting Family Members With Different Political Beliefs

May 04, 2022

What's a practitioner to do when faced with this ethical dilemma?

How Baby Boomer Clients View Themselves and Their Futures

Apr 25, 2022

If 'perception is reality,' then advisors should consider how this key client segment sees themselves.

Finding Balance in a Digital Revolution

Apr 22, 2022

Technology can only go so far in supporting the continued consolidation of the financial services industry.