Financial Advisor Success

Michael Kitces is one of the most widely read voices in the RIA and financial planning world, and his Nerd's Eye View blog has been required reading for advisors for more than a decade. This podcast is the interview arm of that operation, and it goes deep in a way most advisor shows don't bother with. Episodes routinely run ninety minutes or longer, which sounds excessive until you realize Kitces uses the time to walk a guest all the way through the business mechanics of their practice: how they got their first ten clients, what their fee structure looked like at year one versus year five, when they hired, what broke, how they priced, when they changed custodians and why, and what the P&L actually looks like at their current headcount. He asks the boring questions nobody else asks, and the answers are full of numbers. The guest list is mostly independent advisors running firms ranging from solo practices to two-hundred-million AUM operations, with the occasional industry consultant or platform executive. It's not a markets show and it's not for clients. It's a trade podcast for people who run or want to run an advisory business and want to learn from other owners without signing an NDA. The rating sits at 4.7 across nearly 700 reviews for good reason.