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The Advisor Summit Podcast
Welcome to The Advisor Summit Podcast, the podcast where financial advisors gain analytical insights and tactical strategies from the industry's top minds. Each episode, we bring you exclusive conversations with founders, C-suite leaders, and industry innovators uncovering the trends, tools, and techniques shaping the future of financial advising.
Whether you're looking to scale your practice, enhance client relationships, or stay ahead of market trends, The Advisor Summit is your go-to source for expert guidance and actionable takeaways.
Episodes
25 episodes
Ep #24: Average Case Size Matters
Average Case Size Matters | Ep. 24 Erica PaulyWelcome back to another episode of the Advisor Summit Podcast, where industry innovators and thought leaders come together to elevate the way we serve, scale, and succeed.In this episo...
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32:17
Ep #23: Alternatives & Their Impact on the Financial Advisory World
Alternatives & Their Impact on the Financial Advisory World | Ep. 23 Alan Strauss Welcome back to another episode of the Advisor Summit Podcast, where industry innovators and thought leaders come together to elevate the way we s...
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27:07
Ep #22: The Tax Savings Architect
The Tax Savings Architect | Ep. 22 Mark MyersWelcome back to another episode of the Advisor Summit Podcast, where industry innovators and thought leaders come together to elevate the way we serve, scale, and succeed.In this episod...
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26:13
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Ep #21: Data Integration Doesn’t Have to Be a Headache
Data Integration Doesn’t Have to Be a Headache | Ep. 21 Kyle Van PeltWelcome back to another episode of the Advisor Summit Podcast, where industry innovators and thought leaders come together to elevate the way we serve, scale, and succe...
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30:49
Ep #20: The Power of Paperback For Financial Advisors
The Power of Paperback For Financial Advisors | Ep. 20 Michael DeLonWelcome back to another episode of the Advisor Summit Podcast, where industry innovators and thought leaders come together to elevate the way we serve, scale, and succee...
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37:44
Ep #19: How Marketing Isn't Like Vegas
The Advisor Summit Podcast: How Marketing Isn’t Like Vegas | Ep. 19 Mark E. GaffneyWelcome back to another episode of the Advisor Summit Podcast, where industry innovators and thought leaders come together to elevate the way we serve, s...
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51:37
Ep #18: Transform and Scale Your Financial Advisory Firm with Practical Solutions
Ep #18: Transform and Scale Your Financial Advisory Firm with Practical SolutionsWelcome back to another episode of the Advisor Summit Podcast, where industry innovators and thought leaders come together to elevate the way we serve, scal...
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40:22
Ep #17: People First, Numbers Second: Building Trust in Advisory
The Advisor Summit Podcast: People First, Numbers Second: Building Trust in AdvisoryWelcome back to another episode of the Advisor Summit Podcast, where industry innovators and thought leaders come together to elevate the way we serve, s...
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31:26
Ep #16: Track That Advisor Solutions for All Financial Advisors
The Advisor Summit Podcast: Track That Advisor Solutions for All Financial Advisors | Molly & EricaWelcome back to another episode of the Advisor Summit Podcast, where industry innovators and thought leaders come together to elevate...
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36:45
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Ep #15: Mid-Year State of the Nation by Track That Advisor
Mid-Year State of the Nation by Track That Advisor | The Advisor Summit Podcast Erica Pauly | Episode 15Welcome back to another episode of the Advisor Summit Podcast, where industry innovators and thought leaders come together to elevat...
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32:35
Ep #14: Growth & Acquisition: What Advisors Need To Know
The Advisor Summit Podcast: Growth & Acquisition: What Advisors Need To Know - Ep. 14 Brad SwineheartWelcome back to another episode of the Advisor Summit Podcast, where industry innovators and thought leaders come together to eleva...
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39:40
Ep #13: Using AI Efficiently in the Advisory World
The Advisor Summit Podcast: Using AI Efficiently in the Advisory World - Ep. 13 Ben OlsenWelcome back to another episode of the Advisor Summit Podcast, where industry innovators and thought leaders come together to elevate the way we se...
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24:32
Ep #12: Sell, Succeed, or Step Back: Choosing the Right Exit Path after Scaling
The Advisor Summit Podcast: Sell, Succeed, or Step Back: Choosing the Right Exit Path after Scaling- Ep. 12 Cory SwainWelcome to The Advisor Summit, the podcast where financial advisors gain analytical insights and tactical strategies f...
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39:32
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Ep #11: Advisors as Educators: The Next Level of Client Service
The Advisor Summit Podcast - Advisors as Educators: The Next Level of Client Service Ep. 11 Cooper Hitt | Fiat Wealth ManagementWelcome to The Advisor Summit, the podcast where financial advisors gain practical insights and actionable s...
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47:37
Ep #10: The Significance of Processes for the Back Office of Advisory Firms
The Advisor Summit Podcast: The Significance of Processes for the Back Office of Advisory Firms - Ep. 10 Katelyn GrahamWelcome back to another episode of the Advisor Summit Podcast, where industry innovators and thought leaders come tog...
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28:16
Ep #9: Grow Your Team By Knowing Your Team
The Advisor Summit Podcast: Grow Your Team By Knowing Your Team - Ep. 9 Christina GilbertWelcome back to another episode of the Advisor Summit Podcast, where industry innovators and thought leaders come together to elevate the way we se...
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31:14
Ep #8: The Great Mentor to Great Men: Dick Foth
The Advisor Summit Podcast: The Great Mentor to Great Men: Dick Foth - Episode #8Welcome to The Advisor Summit, the podcast where financial advisors gain analytical insights and tactical strategies from the industry's top minds. Each epi...
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45:39
Ep #7: Every Role Matters for a Firm’s Growth
The Advisor Summit Podcast: Every Role Matters for a Firm’s Growth - Episode #7: Colleen RobbinWelcome to The Advisor Summit, the podcast where financial advisors gain analytical insights and tactical strategies from the industry's top m...
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34:52
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Ep #6: How Metrics Transformed Our Business Strategy
The Advisor Summit Podcast: How Metrics Transformed Our Business Strategy - Anthony SaccaroWelcome to The Advisor Summit, the podcast where financial advisors gain analytical insights and tactical strategies from the industry's top mind...
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43:40
Ep #5: Data Trends in Major Marketing Funnels from 2019 to 2024 - Pt. 1
The Advisor Summit Podcast: Data Trends in Major Marketing Funnels From 2019 to 2024 (Part 1) - Episode 5 Erica Pauly and Molly PierceWelcome to The Advisor Summit, the podcast where financial advisors gain analytical insights and tacti...
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26:02
Ep #4: Marketing in The Financial Advisory World
The Advisor Summit Podcast: The Importance of Marketing for Financial Advisors - Ep #4: Lauren HongWelcome to The Advisor Summit, the podcast where financial advisors gain analytical insights and tactical strategies from the industry's t...
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19:42
Ep #3: How to Effectively Transition Roles in an Advisory Firm
The Advisor Summit Podcast: How to Effectively Transition Roles in an Advisory Firm - Episode #3: Allyson BraunWelcome to The Advisor Summit, the podcast where financial advisors gain analytical insights and tactical strategies from the ...
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47:13
Ep #2: Are You Stepping Over Gold By Ignoring Referrals?
The Advisor Summit Podcast: Are You Stepping Over Gold By Ignoring Referrals? - Ep #2: Erica PaulyWelcome to The Advisor Summit, the podcast where financial advisors gain analytical insights and tactical strategies from the industry's to...
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23:22
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