Insights from recent episode analysis
Audience Interest
Podcast Focus
Publishing Consistency
Platform Reach
Insights are generated by CastFox AI using publicly available data, episode content, and proprietary models.
Most discussed topics
Brands & references
Total monthly reach
Estimated from 11 chart positions in 11 markets.
By chart position
- 🇰🇷KR · Investing#1041K to 10K
- 🇲🇽MX · Investing#1111K to 10K
- 🇯🇵JP · Investing#1621K to 10K
- 🇫🇷FR · Investing#1721K to 10K
- 🇮🇩ID · Investing#1630K to 100K
- Per-Episode Audience
Est. listeners per new episode within ~30 days
14K to 56K🎙 Daily cadence·300 episodes·Last published 3d ago - Monthly Reach
Unique listeners across all episodes (30 days)
47K to 185K🇮🇩54%🇭🇺16%🇰🇷5%+8 more - Active Followers
Loyal subscribers who consistently listen
19K to 74K
Market Insights
Platform Distribution
Reach across major podcast platforms, updated hourly
Total Followers
—
Total Plays
—
Total Reviews
—
* Data sourced directly from platform APIs and aggregated hourly across all major podcast directories.
On the show
From 10 epsHosts
Recent guests
Recent episodes
Merit’s Sarah Mouser: How to Recruit and Develop Next-Gen Talent
Jun 9, 2026
38m 51s
Lisa Westermark: How to Seamlessly Hand Off Client Relationships
Jun 2, 2026
44m 29s
Dynasty's Shirl Penney: 10 Things RIA Buyers and Sellers Need to Know
May 26, 2026
18m 06s
Tom Freeman: How Top Advisors Find and Serve Ultrawealthy Clients
May 19, 2026
40m 39s
Envestnet’s Chris Todd: AI Helps Advisors Predict the Next Best Moves
May 12, 2026
21m 14s
Social Links & Contact
Official channels & resources
Official Website
Login
RSS Feed
Login
| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 6/9/26 | Merit’s Sarah Mouser: How to Recruit and Develop Next-Gen Talent | Wealth management firms should provide mentorship opportunities and transparent career paths, says Merit Financial Advisors' executive vice president of financial planning. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices | 38m 51s | ||||||
| 6/2/26 | Lisa Westermark: How to Seamlessly Hand Off Client Relationships | The Beverly Hills Private Wealth partner offers her playbook for handling partner transitions while elevating the next generation of advisors. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices | 44m 29s | ||||||
| 5/26/26 | Dynasty's Shirl Penney: 10 Things RIA Buyers and Sellers Need to Know | The founder and CEO of Dynasty Financial Partners describes five things that buyers and sellers of RIAs each need to do before engaging in a transaction. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices | 18m 06s | ||||||
| 5/19/26 | Tom Freeman: How Top Advisors Find and Serve Ultrawealthy Clients | The founder of FCS Family Office describes how Lou Holtz’s coaching shaped the character and values behind his success advising billionaire families. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices | 40m 39s | ||||||
| 5/12/26 | Envestnet’s Chris Todd: AI Helps Advisors Predict the Next Best Moves | The CEO of Envestnet explains why data and AI are increasingly valuable assets for advisors. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices | 21m 14s | ||||||
| 5/5/26 | Anthony Scaramucci: How Inflation and Populism Change Financial Advice✨ | inflationpopulism+4 | Anthony Scaramucci | SkyBridge CapitalWhite House | — | inflationpopulism+4 | — | 48m 22s | |
| 4/28/26 | State Street’s Yie-Hsin Hung: We’re Not Done Innovating✨ | investment managementproduct strategy+3 | Yie-Hsin Hung | State Street Investment Management | — | State Streetinvestment management+3 | — | 16m 12s | |
| 4/21/26 | Rob Nelson: Nine Converging Forces in Financial Advice✨ | financial adviceindustry consolidation+4 | Rob Nelson | NorthRock Partners | — | financial adviceAI+4 | — | 1h 00m 55s | |
| 4/14/26 | Omani Carson: What He Learned After ‘Winning’ the Game✨ | business growthentrepreneurship+3 | Omani Carson | Carson Group | — | Omani CarsonCarson Group+3 | — | 59m 01s | |
| 4/7/26 | Alex Shahidi: How to Build a ‘Truly Diversified Portfolio’✨ | diversified portfolioinvestment strategy+3 | Alex Shahidi | Evoke Advisors | — | diversificationinvesting+3 | — | 38m 13s | |
Want analysis for the episodes below?Free for Pro Submit a request, we'll have your selected episodes analyzed within an hour. Free, at no cost to you, for Pro users. | |||||||||
| 3/31/26 | Jason Early: How Top Advisors Win Business Owner Clients✨ | business ownersadvisors+3 | Jason Early | RISR | — | business ownersadvisors+3 | — | 35m 36s | |
| 3/24/26 | Michelle Magner: Powering Growth Through an Integrated Framework✨ | growthinvestment management+3 | Michelle Magner | Socium Advisors | — | growthassets under management+3 | — | 52m 41s | |
| 3/19/26 |  Kelly Gaur: Finding Non-Advisor Roles in Wealth Management | Next Gen✨ | wealth managementbusiness development+3 | Kelly Gaur | Mercer Advisors | — | wealth managementbusiness development+3 | — | 24m 02s | |
| 3/17/26 | Liz Ann Sonders: Inflation, AI, and the Next Market Cycle✨ | inflationAI+3 | Liz Ann Sonders | Charles Schwab | — | inflationAI+3 | — | 55m 43s | |
| 3/10/26 | Mollie Colavita: The Blueprint for Modern Advisory Success✨ | financial advisoryAI in finance+3 | Mollie Colavita | J.P. Morgan Advisors | — | financial advisorsAI+3 | — | 19m 18s | |
| 3/5/26 |  Nate Fisher: Stay Focused on the Client Relationship | Next Gen | The Carson Wealth managing director and wealth advisor discusses how he assured clients that the fundamental advisor-client relationship and the firm's personalized "look and feel" would remain unchanged as it partnered with Carson.. Learn more about your ad choices. Visit megaphone.fm/adchoices | 21m 37s | ||||||
| 3/3/26 | Robert Crossley: AI Agents Are Coming for Your Clients' Cash Flow | Franklin Templeton’s head of industry advisory services explains how tech and AI are reshaping retirement advice. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices | 50m 27s | ||||||
| 2/24/26 | Eleni Mavromati: What It Takes to Be a Great Wealth Management COO | The chief operating officer of Merrill’s Jones Zafari Group describes the core qualities required to excel in the role and what COOs must do to thrive in the future. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices | 28m 57s | ||||||
| 2/19/26 |  Katie Partridge: Financial Advice for Tech Founders | Next Gen | The Morgan Stanley private wealth advisor says that serving founders requires a long-term, network-driven effort, and that advisors must provide creative, high-touch service beyond what AI can offer. Learn more about your ad choices. Visit megaphone.fm/adchoices | 22m 20s | ||||||
| 2/17/26 | Stan Gregor: What Changes When Revenue Reaches—Then Tops—$5 Million | Summit Financial's CEO describes the leadership shifts, capital investments, and strategic decisions that separate firms which scale from those that plateau. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices | 49m 50s | ||||||
| 2/10/26 | Nancy Daoud: The Changing Nature of Asset Allocation | The Ameriprise private wealth advisor discusses alternative investments, constructing portfolios for retirement income, and the behavioral aspects of asset allocation. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices | 24m 53s | ||||||
| 2/5/26 |  Frank McKiernan: ‘A Client Is a Client’ | Next Gen | The co-founder of Third View Private Wealth discusses the firm’s comprehensive planning focus, its access to private markets, and its commitment to treating individuals and family clients like institutions. Learn more about your ad choices. Visit megaphone.fm/adchoices | 21m 43s | ||||||
| 2/3/26 | Ric Edelman: Crypto, Longevity, and the Death of the 60/40 Portfolio | The Barron’s Hall of Fame advisor discusses the mindset that built the nation’s top RIA and how he approaches innovation and investing in a fast changing world. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices | 1h 01m 33s | ||||||
| 1/27/26 | Anthea Tjuanakis Cox: Longevity, AI, and Multigenerational Planning | Morgan Stanley’s head of financial planning on why the traditional retirement model is becoming obsolete and why advisors should embrace scenario planning. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices | 28m 08s | ||||||
| 1/22/26 |  Emily Green: Women, Wealth, and Alternative Investments | Next Gen | Ellevest’s head of wealth management discusses the biggest misconceptions among women investors, what clients care most about, and how the firm works with alternative investments. Learn more about your ad choices. Visit megaphone.fm/adchoices | 28m 39s | ||||||
Showing 25 of 300
Sponsor Intelligence
Sign in to see which brands sponsor this podcast, their ad offers, and promo codes.
Chart Positions
13 placements across 11 markets.
Chart Positions
13 placements across 11 markets.