Best Backoffice podcasts we could find (Updated May 2019)
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Growth is not a bad thing. But too much growth, too fast presents a set of challenges often overlooked when discussing small businesses. The emphasis tends to center on the marketing and promotion necessary to grow your business, and not on the operations and business infrastructure needed to scale your business in a sustainable manner. These back office operations can make or break your business. The Business Infrastructure show provides solutions and real life stories to owners and operato ...
 
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 expe ...
 
Commentary from Michael Kitces on Financial Planning News & Strategies
 
Marketing Tips and Tricks for the Trades We talk with marketing specialists across the board who give us concrete tips directed entirely towards the trades. Some of the topics we cover include Marketing, Sales Cycles, Pricing, Positioning, Branding and more. We are a marketing resource to contractors in the building, painting, pressure washing, roofing, plumbing…heck almost any trade that you can mention. Our goal for this podcast is to help contractors stay on top of all the different marke ...
 
Marketing Tips and Tricks for the Trades We talk with marketing specialists across the board who give us concrete tips directed entirely towards the trades. Some of the topics we cover include Marketing, Sales Cycles, Pricing, Positioning, Branding and more. We are a marketing resource to contractors in the building, painting, pressure washing, roofing, plumbing…heck almost any trade that you can mention. Our goal for this podcast is to help contractors stay on top of all the different marke ...
 
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show series
 
My guest today built his firm as a support platform for independent advisors. Jeff Concepcion is the founder and CEO of Stratos Wealth Partners, a corporate RIA and super OSJ under the LPL platform that oversees over $13 billion of assets under advisement across nearly 300 advisors in 100 different locations. In this episode, Jeff talks about t ...…
 
With sixteen years of experience in the wealth management industry, Sabrina Lowell is a Certified Financial Planner™ (CFP®) and a Certified Professional Co-Active Coach® (CPCC). With a focus on working with career engaged couples and clients in tech, Sabrina brings her expertise to her workplace at Private Ocean and helps clients form and achie ...…
 
“What are you fighting for?” According to Hasani X, the answer to this question sets the foundation for everything you do. But people need to know and hear this story in order to be compelled to work with you on a team or do business with you. In this episode, Hasani, a communications and performance expert, shares the people, processes and too ...…
 
Welcome back to the 124th episode of Financial Advisor Success Podcast! My guest on today’s podcast is Shirl Penney. Shirl is the co-founder and CEO of Dynasty Financial Partners, a back and middle-office service provider for large independent RIAs that has more than $32 billion on their platform across 47 advisory firms that they support. What ...…
 
Shirl Penney is the co-founder and CEO of Dynasty Financial Partners, a back and middle office service provider for large independent RIAs. With more than $32 billion on their platform across the 47 advisory firms they support, Dynasty has focused itself purely on being a highly-scaled service provider, while allowing the firms it services to r ...…
 
“Fail fast doesn’t mean pray and spray,” warns Ron Carucci when asked about companies who rush to market without due diligence and suffer from “EBITDA addiction.” Ron has a 30-year track record helping organizations articulate and execute strategies that lead to accelerated growth. In this episode, he shares two examples that demonstrate how he ...…
 
My guest today has one of the largest independent RIAs we’ve had on the podcast. Brent Brodeski is the co-founder and CEO of Savant Capital, an independent RIA that oversees more than $6 billion of assets under management for nearly 5,000 clients. With a team of 173 employees, Savant has also shared opportunities for ownership across more than ...…
 
When Alissa Carpenter worked in higher education, she became inundated with students confiding that their happy exterior was a façade. Troubled by this growing trend, she started a company aptly named Everything’s Not Ok and That’s Ok to specifically bridge communication gaps across generations, job functions, and geographies in various organiz ...…
 
Do you have a product, service or idea that the world needs to know about? Are you frustrated that you aren’t gaining traction in your promotional efforts? Nowadays, becoming an online influencer is more important than ever for capturing and converting attention into sales. In this episode, accomplished author and entrepreneur Heather Havenwood ...…
 
Rachel Robasciotti is the founder of Robasciotti & Phillipson, an independent RIA that oversees $140 million of assets for more than 100 individual clients. With 15 years of experience in the industry, Rachel has not only built a successful firm, but also a unique proprietary investment process (dubbed RISE, for Return on Investment and Social ...…
 
As an app developer, Tim Bornholdt is no stranger to process automation. Yet it wasn’t until he “put up a mirror” to his own company’s sales process, that he realized they were losing sales as a result of different people doing the same work in different ways. So he automated the sales process leading to service consistency, better tracking and ...…
 
Manisha Thakor is the founder of MoneyZen, a financial literacy and education platform focused on empowering women, and the VP of Financial Wellbeing at Brighton Jones, an independent RIA with $5 billion in assets under management. After following quite a unique path into the industry, Manisha built her own platform to share her message of fina ...…
 
As an energetic author, artist, podcaster, journalist, teacher and fashion designer, Win Kelly Charles cannot afford to waste time nor let a physical disability slow her down. “Just Do It!” is her response to anyone contemplating their next business move, especially aspiring authors. In this episode, Win shares the essential people and tools sh ...…
 
My guest today keeps up our recent trend of speaking with advisors who serve a unique niche. The founder of Practical Financial Planning, Kenneth Robinson focuses his planning services specifically on Ohio public sector employees. A former public sector employee himself—before he transitioned into financial planning 20 years ago—Kenneth has man ...…
 
“When you call yourself the CEO, you have to make hard decisions.” This is how Forrest Tuff describes the revelation that led to him redefining what success is at his film production company. In this episode, he describes the two specific actions he took to reduce overhead that radically transformed his business model. Find out how this transfo ...…
 
Jared Reynolds is a partner at Wilkerson & Reynolds, an advisory firm that oversees nearly $160 million in assets under management. With a heavy focus on working with small business owners and their 401k plans, Jared has grown his business by serving a niche of bass fisherman, for whom he regularly organizes fishing and hunting trip expeditions ...…
 
In this first episode of Season 4, Paul Nicholaides shares an example of how he used processes to help a fast growing company scale without compromising their culture. He specifically explains how he helped shape his client’s business infrastructure based on their value chain and processes. Processes are a valuable component of business infrast ...…
 
Josh Patrick is the founder of Stage 2 Planning, an independent RIA with a niche focus on working with small business owners. Leveraging his own personal experience as a small business owner—before he transitioned into his second career as a financial planner—Josh has been able to create a deeply specialized advice process for his clients that ...…
 
Alicia is the founder of Equilibria, Inc. – the world’s largest repository on business infrastructure for small businesses. And it happened quite by accident. In this episode, she candidly shares the story of how this came to be by weaving together the messaging of each expert featured in Season 3 while acknowledging the mistakes she’s made alo ...…
 
My guest today has crafted a niche of not just serving, but also trying to empower female clients. Hilary Hendershott is the founder of Hendershott Wealth Management, an independent RIA that oversees nearly $75 million of assets under management, as well as the creator of a coaching program for women trying to accumulate wealth and the host of ...…
 
Just because the word “cult” is a part of “culture,” it does not mean that your company has to function like one in order to attain sustainable success. As small businesses grow larger, the transformation into becoming more corporate can be jolting and founders and employees alike may fear losing the very essence of what makes a business so spe ...…
 
Dennis Moseley-Williams is the founder of DMW Strategic Consulting, a boutique consulting firm that works with financial advisors to help them design and deliver a great client experience. Not simply focused on how to improve client service, Dennis studied under Joseph Pine, co-author of the seminal book The Experience Economy, and is trained i ...…
 
Visionaries, whether executives or entrepreneurs, are great at developing and articulating strategy but may find difficulty in execution. This is where Kim Farmer comes in. As a certified project management professional with 30+ years in corporate business experience, she knows how to get stuff done! In this episode, Kim graciously gives us an ...…
 
My guest today has made it her mission to empower women to take control of their finances. Stacy Francis is the president and CEO of Francis Financial, an independent RIA with a unique niche focus on recent widows and women going through the divorce process. She is also the founder of Savvy Ladies, a nonprofit focused on improving the financial ...…
 
As your small business grows, it will eventually need a layer of middle management. These front line leaders are the change agents who ensure the execution of your company’s growth strategy. But they cannot live their proverbial best life unless you, as the top leader, help them realize their best work. In this episode, leadership consulting ex ...…
 
Andrea Schlapia is the founder of Ironstone, a practice management coaching and consulting firm for financial advisors who are struggling with the business execution challenges of transitioning from a practice to a business. Building upon her own experience as a financial advisor and a practice management consultant, Andrea has developed what s ...…
 
Strategy represents the vision, purpose and long-term position of a company, but it does you no good to develop one unless you “plan your work and work your plan.” So says strategy expert Mark Pegues. In this episode, Mark compares the relationship between strategy and execution to a camera – zoom in to execute and zoom out to strategically pla ...…
 
Today I’m joined by our first international guest, who gives us a look at not only what financial advisor businesses look like in other parts of the world, but also how all advisors should start looking at their value propositions. Jim Stackpool is the founder of Certainty Advice Group, a practice management consulting firm for financial adviso ...…
 
“Kill Bill.” Kill the hourly bill to be exact. This summarizes the sentiment of investment banker turned CFO-for-Hire and pricing consultant, John Ray. John reminds us that our clients care most about results. Therefore, charging the right price means having a value conversation with your clients to understand how to price. In this episode, Joh ...…
 
My guest today transitioned from working over 70 hours per week to refining his practice to the point that he’s now only in the office for four months out of the year. Micah Shilanski is a partner with Shilanski & Associates, an independent RIA in Anchorage, Alaska that oversees nearly $130 million of assets under management for almost 160 clie ...…
 
“Don’t be flashy” when operating your business warns seasoned commercial lender, Charles H. Green. Armed with 38 years of experience in funding small businesses, Charles knows plenty about running a business by the numbers and not by hunches. In this episode, he stresses the importance of being able to interpret your financial statements to und ...…
 
Jon Guyton sits at an interesting intersection of the advisor world. The founder of Cornerstone Wealth Advisors—an independent RIA that oversees $240 million in AUM for mostly retiree clients—Jon runs an advisory business that implements the very retirement strategies he researched and published a number of important and influential articles ab ...…
 
Kymone Hinds is in the business of helping people get stuff done! As an implementation strategist, he prides himself on bringing ideas to life. Every solution to a problem and every business starts with an idea, so its important to jot them all down no matter how far-fetched they may seem. In this episode, Kymone explains his 4-stage ideation p ...…
 
My guest today is Lisa Kirchenbauer, founder and president of Omega Wealth Management. Lisa’s firm oversees more than $100 million of assets for nearly 100 affluent clients, with whom they’ve been able to form deep relationships by implementing George Kinder’s EVOKE life planning process. And yet, even with the close relationships Lisa has with ...…
 
There’s nothing more frustrating than to invest in a newer software technology only to discover that it does not “play nicely” with your existing software. In this episode, software and web developer Garrett Massey talks about the benefits of middleware as a cost-savings solution to facilitate communication between software. Listen as he reveal ...…
 
Roger Whitney is a partner with WWK Wealth Advisors, an independent RIA where he works with a personal client base of retirees with $75 million of assets under management. Perhaps even more impressively, he’s been able to attract almost $50 million of those assets in just the past two years by launching a niche podcast on retirement. In this ep ...…
 
Making decisions is risky business. As a small business owner, you might not have the deep pockets of a larger enterprise, so making the right decision the first time around can be critical. Decision science gives you the ability to compare multiple ways of solving a problem with the opportunity to add value while minimizing risk and bias. This ...…
 
My guest today works with financial advisors to teach them how to handle a tricky area for a lot of firms: working with widows. Kathleen Rehl is a speaker, trainer, and researcher specializing in the particular challenges of widowhood and how advisors can be more effective in dealing with these issues. Also the author of Moving Forward on Your ...…
 
According to global freelance matchmaker, Upwork, 57.3 million people freelanced in 2017. In 10 years, they predict that the majority of the U.S. workforce will be freelancers. As a small business owner, this means you will likely have more freelancers rather than employees performing work for you. Managing these dispersed, virtual teams can be ...…
 
Chip Munn is the co-founder and managing partner of Signature Wealth, a hybrid wealth management firm on the Raymond James platform that has quickly gone from $300 million to over $1 billion of assets in just the past few years. With a focus on buying books of business from retiring advisors and handing them off to younger advisors, the firm’s ...…
 
Can you keep a secret? Your answer to this question can determine your ability to capitalize on your company's intellectual property (I.P.). In this episode, seasoned patent attorney Steve Wigmore breaks down the different types of I.P. using examples of well-known brands. There is both monetary and intrinsic value in your ideas and Steve offer ...…
 
My guest today is here to help with one of the most common challenges we face as advisors: getting clients to actually follow through and implement our financial advice. The founder of Sage Financial Solutions, an organization that provides Financial Fitness Coach (FFC) and Accredited Personal Financial Coach (APFC) training and certification p ...…
 
Do you have the audacity to take your business to the next level? Listen as staffing and recruiting expert, Dee Williams describes how to identify your niche and expand it into an empire. With a combination of laser-like focus, determination, and investment in continuous education, Dee identified a niche within the staffing industry and her apt ...…
 
My guest today is here to talk about a kind of success that hasn’t been covered much on the podcast: building a career within a larger firm instead of going independent. Kathleen Kenealy is the Managing Director and Senior Wealth Advisor for Boston Private Wealth—a private bank and trust company that oversees nearly $8 billion of assets under m ...…
 
Promises are not made to be broken, they’re made to keep. And customers will hold you to that promise, whether you verbalize it or not. In this special 25th episode, hostess Alicia Butler Pierre takes a deep dive into using customer-centricity to drive a company’s culture and performance. Using an example from her book, she describes how shifti ...…
 
There has been a lot of buzz over the past couple of years about the breakaway trend that has seen sizeable advisory firms moving away from wirehouses, and my guest today very recently went through that process himself. After spending the first decade of his career at Merrill Lynch, Michael Henley moved on to become co-founder and CEO of Brandy ...…
 
Racecar driver Chris Grigalunas stopped by to share some analogies between his love of driving racecars and his passion for driving business faster. With a background in data analytics and business intelligence, Chris foretells of the importance of pacing yourself and implementing a Just-in-Time approach when getting critical processes, people ...…
 
My guest today comes from a different background than my usual guests, and she’s here to answer the fundamental question of why clients sometimes don’t take the advice we give them. Dr. Moira Somers is a clinical neuropsychologist who studies the complexities of how hard it is for people to change their behaviors, especially when it comes to mo ...…
 
Jim Stroud is a man of many talents. Over the past decade, he has built an expertise in sourcing and recruiting strategy, public speaking, lead generation, video production, podcasting, online research, competitive intelligence, and online community management and training. He combines all of these skills to bring a fresh approach to help compa ...…
 
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