Financial Advisor Success

Publicly listed emails

questions@kitces.com

michael@kitces.com

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Ep 510: Creating Effective Discovery Meetings To Convert 100% Of (High-Value) Prospects Into Clients with Michael Yoder

October 06, 2026

An effective discovery process not only can help an advisor better understand prospects' unique situations, but also can increase the rate at which they become full-time clients. Today's guest shares how he has developed a discovery process that has converted every prospect who has gone through it into a client over the past decade.  Michael Yoder is the founder of Yoder Wealth Management, an RIA based in Walnut Creek, California, that oversees approximately $400 million in assets under manag...

Ep 509: Systematizing Your Differentiated Service As A (True) Retirement Expert While Scaling To $850M Of AUM with Dana Anspach

September 29, 2026

Standing out as a true retirement expert: today's guest shares how she systemized her service by leaning into decumulation planning and running multiple tests on client plans to give them greater confidence that they will meet their retirement goals.  Dana Anspach is the founder of Sensible Money, an RIA based in Scottsdale, Arizona, that oversees $850 million in assets under management for 330 client households. In this episode, you'll hear how Dana uses historical return sequences to stress...

Ep 508: Leveraging Video The Right Way To Add $1M Of New Revenue In Less Than 12 Months with Nate Hoskin

September 22, 2026

While it can seem like video content is everywhere, creating educational videos doesn't automatically result in viewers (or new clients) for financial advisors. Which suggests that taking a structured, evidence-based approach to video content could lead to a greater return on investment and a more satisfying experience. Today's guest joins the show to share what advisors can learn from his experience building an advisory firm through video, going from creating financial education videos on Ti...

The Perfect RIA · Low booking difficulty · 1,000 - 10,000 listeners

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How do I get in touch with Financial Advisor Success?

Financial Advisor Success is hosted by Michael Kitces. Its publicly listed emails are questions@kitces.com and michael@kitces.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.

What is the email for Financial Advisor Success?

The publicly listed emails for Financial Advisor Success: questions@kitces.com and michael@kitces.com.

How many listeners does Financial Advisor Success have?

Podseeker estimates Financial Advisor Success reaches 10,000 to 100,000 listeners per episode. Only the publisher has exact numbers.

Who is an ideal guest for Financial Advisor Success?

Financial Advisor Success typically books industry leaders. Typical guest background: Financial-advisor firm founders and executives, RIA leaders, and established consultants serving the financial-planning industry. Candidates should bring firsthand experience building or transforming an advisory business, along with measurable results, distinctive operating lessons, or specialized expertise relevant to advisor growth. Common among recent guests: Built or led a substantial registered investment advisory firm; Managed significant assets under management or a sizable client base; Executed firm growth, succession, acquisition, or ownership transitions. Recent guests include Nate Hoskin, Carolyn McClanahan, and Jenna Biancavilla.

How hard is it to get booked on Financial Advisor Success?

High. It mostly books established leaders in its field.

What topics does Financial Advisor Success cover?

Recent episodes cover Business, Financial Planning, Practice Management, Wealth Management, and Financial Advisors. Pitch an idea tied to one of these topics and mention a recent episode.