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 6 chart positions in 6 markets.
By chart position
- 🇺🇸US · Investing#1785K to 30K
- 🇮🇩ID · Investing#138500 to 3K
- 🇳🇿NZ · Investing#153500 to 3K
- 🇬🇷GR · Investing#179500 to 3K
- 🇭🇺HU · Investing#198500 to 3K
- Per-Episode Audience
Est. listeners per new episode within ~30 days
2.3K to 14K🎙 Daily cadence·300 episodes·Last published yesterday - Monthly Reach
Unique listeners across all episodes (30 days)
7.5K to 45K🇺🇸67%🇮🇩7%🇳🇿7%+3 more - Active Followers
Loyal subscribers who consistently listen
3K to 18K
Market Insights
Platform Distribution
Reach across major podcast platforms, updated hourly
Total Followers
—
Total Plays
—
Total Reviews
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* Data sourced directly from platform APIs and aggregated hourly across all major podcast directories.
On the show
From 15 epsHosts
Recent guests
Recent episodes
Wealthspire’s Mike LaMena: Unlocking Premium RIA Valuations
Jun 23, 2026
39m 28s
Bob Pisani: Why Great Advice Is About Behavior, Not Bets
Jun 16, 2026
44m 26s
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
Social Links & Contact
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 6/23/26 | Wealthspire’s Mike LaMena: Unlocking Premium RIA Valuations | “For a premium valuation in the independent space, you have to have an integrated model,” and organic growth's impact on valuation is “huge" says the CEO. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices | 39m 28s | ||||||
| 6/16/26 | Bob Pisani: Why Great Advice Is About Behavior, Not Bets | The former CNBC senior markets correspondent distills 35 years of reporting into what advisors need to know about client behavior and investment success. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices | 44m 26s | ||||||
| 6/9/26 | Merit’s Sarah Mouser: How to Recruit and Develop Next-Gen Talent✨ | recruitmenttalent development+3 | Sarah Mouser | Merit Financial Advisors | — | wealth managementmentorship+3 | — | 38m 51s | |
| 6/2/26 | Lisa Westermark: How to Seamlessly Hand Off Client Relationships✨ | client relationshipspartner transitions+3 | Lisa Westermark | Beverly Hills Private Wealth | — | client relationshipspartner transitions+3 | — | 44m 29s | |
| 5/26/26 | Dynasty's Shirl Penney: 10 Things RIA Buyers and Sellers Need to Know✨ | RIA transactionsfinancial advice+3 | Shirl Penney | Dynasty Financial Partners | — | RIAfinancial partners+3 | — | 18m 06s | |
| 5/19/26 | Tom Freeman: How Top Advisors Find and Serve Ultrawealthy Clients✨ | wealth managementultrawealthy clients+3 | Tom Freeman | FCS Family Office | — | wealth managementbillionaire families+3 | — | 40m 39s | |
| 5/12/26 | Envestnet’s Chris Todd: AI Helps Advisors Predict the Next Best Moves✨ | AIadvisors+3 | Chris Todd | Envestnet | — | AIadvisors+4 | — | 21m 14s | |
| 5/5/26 | Anthony Scaramucci: How Inflation and Populism Change Financial Advice✨ | inflationpopulism+4 | Anthony Scaramucci | SkyBridge CapitalWhite House | — | inflationpopulism+4 | — | 50m 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 | |
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. | |||||||||
| 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 | |
| 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 | ||||||
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Chart Positions
6 placements across 6 markets.
Chart Positions
6 placements across 6 markets.