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
RSS Feed
Financial Advisor Success



All Episodes
Now displaying: June, 2017
Jun 27, 2017

Steve Wershing is a practice management and marketing consultant who teaches clients to stop asking for referrals. He believes, if you operate in a clear niche, that you will stimulate referrals from clients without solicitation. 

Steve consults with advisors to clarify how their marketing materials can more clearly communicate their strengths and structure. 

In this episode, Steve discusses being guilty of conflating target market with niche market. Towards the end, Steve shares how to manage a niche practice and why clients will eventually outgrow your services.

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

Jun 20, 2017

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:

Jun 13, 2017

Stephanie Bogan has achieved the level of success that most financial advisors aspire to reach.  She sold her practice, Quantuvis Consulting, to Genworth Financial and now lives in Costa Rica, coaching other advisors. In this episode, she shares her perspective on growing a serious consulting business.

Stephanie attributes the rapid growth of her firm to a focus on helping other firms transform their own growth rates. She's worked with clients on business strategy, human capital, operations management, and marketing techniques, and she's developed a top reputation for coming up with valuable, tangible solutions. 

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

Jun 6, 2017

Today’s guest has a very uncommon structure for her financial consulting business. Liz Davidson is trailblazing a business model where her firm is paid by employers to educate and guide employees’ financial lives. They are now the largest provider of workplace financial wellness programs in the business.

It has been a long process of tinkering and refining to figure out precisely how to deliver value to the wide range of employees that Financial Finesse serves. Liz explains her multichannel approach to serving clients and scaling her team’s expertise.

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