Episodes: 128
Frequency: Irregular
Rating: 4.9/5.0
Estimated listeners: 1,000 - 10,000
Listener location: USA
Publicly listed emails
thad.halstead@advisorsexcel.com
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Cody Foster - Co-founder of Advisors Excel and a business leader focused on helping financial advisors build, scale, and operate more effective practices.
Dr. Benjamin Hardy - Business Scaling, Mindset Shifts, Delegation, Leadership Decisions, And Frameworks For Achieving Significant Growth.
Ben Sullivan - Market Volatility, Investment Strategy, Direct Indexing, Serving High-net-worth Families, And Aligning People, Processes, And Products.
Ep. 128 – Chase Koch: Build a Business That Outlasts You
October 08, 2026
If your firm depends on you alone, it won't scale. Chase Koch, EVP of Origination and Partnerships at Koch Inc. and founder of Koch Disruptive Technologies, explains how to change that. In this episode, he shares the leadership principles, hiring philosophies and succession strategies that help businesses last — and how financial advisors can build a firm that scales beyond them. You'll learn: · Why every founder faces a reckoning — are you a builder or an operator, and what happens when...
Ep. 127 – Morgan Housel: The Psychology Behind Spending
September 24, 2026
Your clients spent 40 years mastering saving. But nobody taught them how to spend. That is one of the biggest values you can bring your clients. Morgan Housel, bestselling author of "The Psychology of Money," "Same as Ever" and "The Art of Spending Money," breaks down the emotional barriers that keep retirees from using what they've worked so hard to accumulate. He explains why spending feels so unnatural after a lifetime of watching net worth climb, and why the numbers alone never tell the f...
Ep. 126 - Advisory Practice Blueprint: Scale Your Financial Practice Into a Real Business
September 10, 2026
This is it. The final episode of the Advisory Practice Blueprint series is here, and it brings the entire framework together. Guest host Cory Swain, president of AE Labs, sits down with Cody Foster, co-founder of Advisors Excel, to reveal how the top advisors turn an owner-dependent practice into a business that compounds for decades. You'll learn from the leader behind one of the most influential organizations serving financial advisors, as he lays out how to stop putting out fires and start...
Building Billions with Brandon Dawson · High booking difficulty · 1,000 - 10,000 listeners
Beyond 7 Figures: Build, Scale, Profit · Medium booking difficulty · 1,000 - 10,000 listeners
CEO School with Suneera Madhani · Medium booking difficulty · < 100 listeners
Business of Advice is hosted by Cody Foster. Its publicly listed email is thad.halstead@advisorsexcel.com. For guest bookings, the host or producer is usually the best person to reach. Podseeker helps you find direct host and producer contacts and pitch from your own inbox.
The publicly listed email for Business of Advice: thad.halstead@advisorsexcel.com.
Podseeker estimates Business of Advice reaches 1,000 to 10,000 listeners per episode. Only the publisher has exact numbers.
Business of Advice typically books industry leaders. Typical guest background: Authors, organizational psychologists, executive and business leaders, investment professionals, and financial-services experts with demonstrated expertise in business growth, leadership, scaling, or wealth management. Common among recent guests: Published a relevant business or leadership book; Held senior executive or investment leadership positions; Built or scaled a successful business or professional practice. Recent guests include Dr. Benjamin Hardy and Ben Sullivan.
Medium. Guests usually need solid credentials in the topic and an idea that fits the show.
Recent episodes cover Business, Entrepreneurship, Scaling, Leadership, and Financial Advising. Pitch an idea tied to one of these topics and mention a recent episode.
Publicly listed emails
thad.halstead@advisorsexcel.com
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