Financial Advisor Success with Michael Kitces

The Financial Gym's Shannon McLay talks about how she and her firm's "trainers" help clients with traditional financial planning services around budgeting, saving, debt management and financial literacy.

Bogart Wealth CEO James Bogart explains how his firm nearly doubled its AUM since the start of the pandemic by hosting online educational webinars for clients.

Silver Penny Financial's Charlotte Geletka details her journey buying her father's financial advisory firm.

AdvisorRoadMap's Bill Bachrach describes the repeatable process he uses to put a client’s values and goals at the center of the financial planning conversation.

Sweet Financial's Brittany Anderson describes the firm's business development and marketing strategies, as well as how she went from a client service associate just out of college to now president and co-owner.

Inspire Growth's Shauna Mace details how she helps advisors achieve real growth without coming across as "too salesy."

The founder and CEO of Modernist Financial discusses how she seeks to align her own personal values with those of her firm and the clients she serves.