Episodes featuring Michael Kitces
Browse episodes where Michael Kitces appears as host or guest. View all episodes →
Ep 482: Growing To $500M AUM In 7 Years by Connecting with Your Ideal Clients on LinkedIn with Ju...
Justin Brownley, founder of **Brownley Wealth Management**, discusses how he grew his RIA to $500M AUM in just seven years by targeting a hyper-specific niche of oil and gas pro...
Communicating The Value Of Financial Planning That Clients Don't Come For - Kitces & Carl Ep 186
Kitces and Richards discuss the paradox of financial planning: while advisors agree that understanding clients' deeper emotional relationships with money—their "self-transcenden...
Leveraging Tech To Scale Financial Planning To Next Gen -Adam Dell | Financial Advisor Success Ep481
Adam Dell discusses how **Domain Money** uses technology and AI to scale financial planning for the emerging wealth segment—high-earning professionals ($150-500K household incom...
Leveraging SEO To Build A Pipeline Of Prospects - Helen Stephens | Financial Advisor Success Ep480
Helen Stephens, founder of **Aspen Wealth Management**, discusses how her firm grew to $670 million AUM through early and sustained investment in **search engine optimization (S...
Financial Planning Value Disconnect: When Clients Don't Appreciate Long-Term - Kitces & Carl Ep 185
Michael Kitces and Carl discuss the fundamental disconnect between why clients initially hire financial advisors and what they ultimately value most about the relationship. Kitc...
Maintaining Work/Life Balance While 4Xing The Firm - Andy Panko | Financial Advisor Success Ep479
Andy Panko discusses how he scaled his financial advisory firm from $70 million to over $323 million in assets under management while maintaining work-life balance by hiring exp...