Financial Advisor Success

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
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Financial Advisor Success


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Now displaying: December, 2016
Dec 28, 2016

I’m thrilled to bring you weekly episodes featuring interviews of successful financial planners, their stories and the insights you can learn from their valuable experience.

In this first episode, I have a conversation with Rick Kahler, a financial planner in Rapid City, South Dakota who built his own practice to a stable of 100 clients and $200M in assets under management. Rick’s story is truly humbling as he openly shares the events and decisions that brought him to where he is today.

You’ll hear about his decisions that worked well in growing his practice, and quite frankly the sheer persistence in Rick’s professional career that allowed him to consistently and repeatedly overcome roadblocks and challenges. Between losing 5 out of 6 employees in under 60 days, facing insolvency and near bankruptcy 6 times, and failing on multiple businesses before running his practice, Rick’s ability to persist when times are uncomfortable will simply inspire you.

Get the full show notes and transcript for this episode at: