The Evolving Advisor Podcast
Episodes
Episodes of The Evolving Advisor Podcast
Mark All
In this episode, Jeff and Oleg discuss: Database, data warehouse, and data lake.How Invent takes a data lake and creates ease of use for advisors.The three groups of advisor’s reactions to AI.The increased accessibility of tech. Key Takeaways
In this episode, Jeff and Liz discuss: Key items people should consider when bringing a partner into your business.Understanding your key problems to solve.What attributes make your business more attractive and bring more value to your enterpri
In this episode, Jeff and Kate discuss: How she got started helping advisors grow and scale with excellent client experiences.Using creativity to adapt a CRM to work for your advising practice.Kate’s 5-Step proven process to achieve your goals.
In this episode, Jeff and Gary discuss: Acquiring the right talent.Attrition rates, training programs, and building a successful team for the long haul.Investing in talent and building your business plan every year.Best models for young, future
In this episode, Jeff, Ted, and Scott discuss: Understanding valuation metrics and the significance of recurring revenue and organic AUM growth. The pitfalls of DIY approaches.The importance of cultural fit and why it matters more than money al
Welcome to another episode of The Evolving Advisor, the podcast designed to guide Financial Advisors toward achieving both business and personal success. Hosted by Jeff Concepcion, a seasoned advisor, entrepreneur, and CEO, this episode is pack
Are you ready to revolutionize your financial advising practice? Welcome to The Evolving Advisor podcast, the show dedicated to equipping independent financial advisors with the insights and knowledge needed to excel in business and life. Host
Unlock the secrets to transforming your financial advisory practice into a thriving business with our latest episode of the Evolving Advisor Podcast! Join host Jeff Concepcion as he shares his 30 years of expertise and welcomes special guest Ro
Are you ready to take your financial advisory practice to new heights? Welcome to the Evolving Advisor Podcast, where independent financial advisors get the tools, insights, and knowledge they need to excel in business and life. Join host Jeff
Welcome to the Evolving Advisor Podcast! In this episode, host Jeff Concepcion dives deep into the power of storytelling for financial advisors with special guest Jeff Bartsch, founder of Story Greenlight. Together, they explore how advisors ca
Welcome to the Evolving Advisor podcast, where we delve into the dynamic world of wealth management and financial advisory services. In this episode, we're thrilled to have Rob Nelson, CEO and founder of NorthRock, join us. Rob brings nearly
In this episode, Jeff, Lou, and Jeff discuss: Running a successful private practice to launching a national brand.Reasons for going independent. Creating the vision and keeping the local flavor of your firm. Building a great team with next-gene
In this episode, Jeff and Greg discuss: The evolution of FactSet and how it is still assisting financial advisors. Changing technology and AI in the financial advising industry. Techstack choices, flexibility, and integration. How to become a b
In this episode, Jeff and Aaron discuss: How conservative, moderate, and aggressive mean different things in different industries (and how they need to be described for financial advising). Persistence and pivoting when things don’t go as plann
In this episode, Jeff and Matt discuss: The inner dynamics of working with family to build a great firm. Adopting technology for a better firm. Understanding the ROI of technology and innovation. The generational shift in wealth and in people.
In this episode, Jeff and Claudio discuss: Listening and watching for your client's needs.Building a team to serve and growing through the generations.Creating a pathway to ownership. Unique investment opportunities within your advising firm.
In this episode, Jeff and Brian discuss: The employment landscape in financial advising. Escaping a captive work model. The biggest benefits and risks in transitioning out of a firm. Managing compliance. Key Takeaways: There is no indentured
In this episode, Jeff and Joe discuss: Joe’s professional journey in financial wealth management on both sides of the Atlantic. Building a financial advising firm with a mission and clarity of purpose. Utilizing resources to help going independ
In this episode, Jeff and John discuss: Size, scale, and the evolving landscape of the financial advising industry. The elements of durability for your firm. Hiring and retention in wealth management firms. M&A and looking for a partner. Key
In this episode, Jeff and Jeremy discuss: Being creative and innovative as an independent advisor.Building a client book within the cogs of the big wirehouses.Digital growth in the wealth management industry.Why consistency is the key to succes
In this episode, Jeff and Frank discuss: Transitioning from being an advisor to being a consultant and coach to advisors. Frank’s key message when coaching advisors. The questions to answer to know if you should move firms. Talking to those who
In this episode, Jeff and Ray discuss: What it takes to build an enduring enterprise. Options for phasing yourself out or into other positions as your firm grows. The processes and steps of a transition plan. The war for talent and how you can
In this episode, Jeff and Katherine discuss: How Katherine’s mom inspired her to dig into finances and, ultimately, start her firm with her brother. Being authentic to who you are and listening to your gut instincts. Parting with a larger firm
In this episode, Jeff and Lou discuss: Catalysts and benefits of independence.Dispelling the myths of leaving a wirehouse. Financial engineering and creating enterprise value. Making the shift from advisor to executive. Key Takeaways: You can
In this episode, Jeff and Arwen discuss: Building a financial advising firm from the ground up.Navigating owning a business through the dot com bust and the great recession.Marketing directly to women and other minority groups.How LIFE with Arw
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