A no-holds barred conversation for Real Financial Advisors with industry nerd Michael Kitces and client communication expert Carl Richards. One draws with a Sharpie, the other nerds out with spreadsheets, and both provide you with unique perspectives so that you can more effectively communicate with and serve your clients, run a more fulfilling practice, and maintain a healthier lifestyle.

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 ...

In a series of candid, unscripted conversations, Goldman Sachs Personal Financial Management Managing Director, Joe Duran, and financial planner/industry influencer Michael Kitces share their unfiltered takes on issues in the RIA landscape.

A podcast to help wirehouse/employee financial advisors learn more about independent business models.

We all need to make smart decisions with our money. The Long Term Investor shows you how to do it. Hosted by the Chief Investment Officer at Plancorp and author of “Making Money Simple,” Peter Lazaroff distills complex financial matters into easily digestible lessons. If you’re ready to get a clear plan for your investments and personal finances, you’re in the right place.

Join the Elements team each week as they discuss how to master the emotional (art) and functional (science) jobs of financial planning. You'll learn how monitoring ongoing financial vitals, diagnosing issues, and prescribing creative solutions leads to increased client trust, meaningful conversations, and practice growth.

WHERE INVESTMENT BUSINESSES GROW helping investment professionals with tips, tools and technologies to build their practices. Expert interviews.

There is tremendous value to simplification. To quote Steve Jobs, “Simple can be harder than complex: You have to work hard to get your thinking clean to make it simple. But it is worth it in the end because once you get there, you can move mountains." In this series, we explore how people and companies achieve simplification.

Saving, spending, planning — you've got money questions and we've got answers. Every week host Alison Southwick and personal finance expert Robert Brokamp challenge the conventional wisdom on life's biggest financial issues to reveal what you really need to know to make smart money moves. Send your questions to answers@fool.com.

Most of my marketing experiments have failed. But, some have succeeded. From spending tens of thousands of dollars on print ads to hiring a Harvard data nerd to run Facebook campaigns, it’s quite possible I’ve experimented more in the last five years than the average advisor has in their entire career. And this is just the beginning. Join me as I explore the world of marketing in the financial planning industry. Follow along as I experiment with different ideas, share my successes and failur ...