Behind The Advisor

Behind The Advisor is an essential podcast for financial advisors and aspiring firm owners looking to establish, grow, and optimize fee-only financial planning practices. Each episode features candid conversations with industry leaders and successful advisors, delving into actionable strategies for firm management, client acquisition, fee structures, hiring, and leveraging industry data like benchmarking studies. The podcast adopts a professional yet practical tone, offering invaluable insights and lessons learned to help listeners build thriving, purpose-driven businesses in the financial services sector, often touching on operational systems and media engagement for visibility.