logo
episode-header-image
May 2020
1h 55m

Ep 175: The Importance Of Family Dynamic...

MICHAEL KITCES
About this episode
tail spinning
Up next
Mar 24
Ep 482: Growing To $500M AUM In 7 Years by Connecting with Your Ideal Clients on LinkedIn with Justin Brownlee
What if just the 10 'right' people seeing your content could grow your firm faster than 10,000 random viewers? Growing an advisory firm doesn't always require reaching the largest audience. In many cases, the right audience—clearly defined and intentionally engaged—can be far mor ... Show More
1h 30m
Mar 17
Ep 481: Leveraging Technology To Rapidly Scale Growth Delivering Financial Planning To Next Generation Clients with Adam Dell
Reaching next-generation clients at scale often requires rethinking how financial planning is built, priced, and delivered. This episode explores how a tech-forward, flat-fee model can expand access to planning, create a consistent client experience, and unlock new growth channel ... Show More
1h 29m
Mar 10
Ep 480: Growing To $660M Of AUM By Leveraging SEO (And Now AEO) To Build A Durable Pipeline Of Good-Fit Prospects with Helen Stephens
Search has changed—and so has the way advisory firms can earn visibility online. This episode explores how early investments in SEO can compound over time, how today's "findability" now includes AI tools like ChatGPT, and what it takes to build a marketing engine that not only at ... Show More
1h 27m
Recommended Episodes
Jun 2023
Advice For New Entrepreneurs On Setting Habits, Hiring Team Members, And Prioritizing Tasks w/ Jay Papasan (Author of "The One Thing")
<p>What if you could successfully reach your goals by mastering just a few key habits? Join us as we chat with Jay Papasan, the author of &quot;The One Thing,&quot; to discover the power of habits and goal setting. Learn how successful individuals and companies have unlocked extr ... Show More
23 m
Sep 2024
Want to know how you can win at work AND succeed at life? - Michael Hyatt (aflevering 158)
Do you want to know how you can win at work and succeed at life? Then please listen to this episode of the StoryBrand podcast. In this episode, we sit down with Michael Hyatt, founder and chairman of Full Focus, a company dedicated to helping people succeed both at work and in li ... Show More
49m 48s
Apr 2024
Time Management & Productivity for Work Life Balance With Andrew Hartman, Founder of Time Boss
<p><strong>Please join us in welcoming Andrew Hartman, Founder Time Boss!</strong></p> <p>Burnout, stress, and anxiety are omnipresent in the modern workplace. But it doesn&#39;t have to be this way for business leaders looking to make an impact while balancing their professional ... Show More
57m 11s
Feb 2025
Getting Personal with Personal Finance: Brad & Ginger | Ep 533
<p>Ginger interviews Brad as they delve into the personal side of financial independence, focusing on the real struggles and triumphs behind the scenes of ChooseFI. The conversation emphasizes the importance of relatability and the idea that financial independence is accessible t ... Show More
1h 3m
Jun 2023
The Pursuit of Balance: An Honest Conversation w/ BiggerPockets Founder Josh Dorkin on Fame, Fulfillment, and Personal Growth
<p>What happens on the other side of building everything you&apos;ve ever wanted?<br/><br/>Throughout our conversation, Josh candidly discussed the ironies of fame and how it rarely leads to true happiness and satisfaction. We also explored the importance of living life for ourse ... Show More
51m 49s
Apr 2024
New CFO Checklist: The First 90 Days
A CFO is expected not only to lead financial reporting and the Office of Finance but also to provide strategic insights and strategies that propel the business forward. As a new CFO, you might feel eager to start doing the latter as soon as possible. But you don’t need to build y ... Show More
31m 11s
Nov 2024
Listen, Plan, Build: A Blueprint for Smoothly Navigating Construction Disputes
<p dir="ltr">Is an executive or leader in your company struggling? Reach out to Eric to discuss how his transformative executive coaching approach can help. Schedule a 10 minute call with Eric today to learn more: <a href= "https://10minuteswitheric.youcanbook.me/" target="_blank ... Show More
46m 15s
Apr 2025
Burnout, Balance, and Building Forums with Justin LaRocque
In Episode 226 of The Business Development Podcast, Kelly Kennedy welcomes back serial entrepreneur and CFO-turned-forum-founder Justin LaRocque for a raw and powerful conversation on what it really takes to build a business — and a life worth living. Justin shares the behind-the ... Show More
58m 57s
Jul 2024
Make Summer Work for You w/ Matt Bruner
<p class="whitespace-pre-wrap break-words">In this episode of the HVAC School podcast, host Bryan Orr welcomes Matt Bruner to discuss the concept of a "summer survival guide" for HVAC professionals. They explore strategies for maintaining work-life balance during the busy summer ... Show More
44m 30s