Financial Advisor Success
by Michael Kitces
Is this your podcast?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 23 chart positions in 23 markets.
By chart position
- 🇺🇸US · Business News#17300K to 1M
- 🇨🇦CA · Business News#5330K to 100K
- 🇦🇺AU · Business News#8730K to 100K
- 🇬🇧GB · Business News#1505K to 30K
- 🇲🇽MX · Business News#4230K to 100K
- Per-Episode Audience
Est. listeners per new episode within ~30 days
152K to 512K🎙 Daily cadence·485 episodes·Last published 1mo ago - Monthly Reach
Unique listeners across all episodes (30 days)
507K to 1.7M🇺🇸59%🇨🇦6%🇦🇺6%+20 more - Active Followers
Loyal subscribers who consistently listen
152K to 512K
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 23 epsHost
Recent guests
Recent episodes
Ep 499: 4Xing To $200M AUM In 4 Years While Staying Lean By Leveraging AI, Technology, And Outsourcing All You Can Let Go Of with Ryan Townsley
Jul 21, 2026
1h 30m 07s
Ep 498: Hiring A COO And Creating Partnership Paths Early To Drive Enterprise Value On The Path To $3B AUM with Christine DeMao
Jul 14, 2026
1h 29m 56s
Ep 497: Growing From Solo To Siloed Partnership To A $3.3B Enterprise Ensemble (Without Taking Outside Capital) with Shane Morrow
Jul 7, 2026
1h 29m 57s
Ep 496: Lessons Learned From Building A $60B Advisory Enterprise with Shannon Eusey
Jun 30, 2026
1h 29m 57s
Ep 495: Scaling To $3.5M Of (Flat-Fee) Revenue by Leaning into A Unique Retirement Income Approach with Bradley Clark
Jun 23, 2026
1h 39m 56s
Social Links & Contact
Official channels & resources
Official Website
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 7/21/26 | financial advisoryscaling business+4 | Ryan Townsley | Town Capital | Bel Air, Maryland | financial advisoryassets under management+5 | — | 1h 30m 07s | ||
| 7/14/26 | leadershippartnership+4 | Christine DeMao | Gibson CapitalFinancial Advisor Success+1 | United States | COOenterprise value+5 | — | 1h 29m 56s | ||
| 7/7/26 | financial advisorybusiness growth+3 | Shane Morrow | Iron Bridge Wealth Counsel | Austin, TexasUnited States | financial advisoryenterprise ensemble+3 | — | 1h 29m 57s | ||
| 6/30/26 | financial advisoryscaling business+3 | Shannon Eusey | Beacon Pointe Advisors | — | financial advisoryscaling+5 | — | 1h 29m 57s | ||
| 6/23/26 | flat-fee modelretirement income planning+3 | Bradley Clark | Clark Asset Management | — | flat-fee revenueretirement planning+3 | — | 1h 39m 56s | ||
| 6/16/26 | business developmentnext-generation advisors+3 | Kristin Harad | Full Advisor Coaching | — | business developmentfinancial advisors+5 | — | 1h 29m 20s | ||
| 6/9/26 | financial planningcash flow management+3 | David Mozeika | TOMORO | Red Bank, New Jersey | cash flowfinancial planning+3 | — | 1h 29m 40s | ||
| 6/2/26 | hybrid workplacesteward leadership+4 | Mary Chapman | Cummings Wealth Management Group | Charleston, South Carolina$500 million+1 | hybrid workplacesteward leadership+5 | — | 1h 30m 21s | ||
| 5/26/26 | tax savingsbusiness owners+3 | Patrick Lonergan | Vital Wealth | Clinton, Iowa | premium planning feestax savings+3 | — | 1h 30m 00s | ||
| 5/19/26 | high-net-worth clientsmultigenerational planning+3 | Liz Miller | Summit Place Financial Advisors | — | high-net-worthfinancial planning+3 | — | 1h 30m 00s | ||
| 5/12/26 | client acquisitionmarketing strategies+3 | Sara Grillo | — | — | financial advisorsclient needs+3 | — | 1h 30m 00s | ||
| 5/5/26 | hiring strategiesfinancial advisory+4 | Joe Schmitz Jr. | Peak Retirement Planning | Columbus, Ohio | financial advisoryAUM+5 | — | 1h 30m 00s | ||
| 4/28/26 | client acquisitionfinancial planning+3 | Lori Atwood | Fearless Finance | — | client base growthplanning software+3 | — | 1h 30m 13s | ||
| 4/21/26 | scaling advisory firmshiring strategies+4 | Lisa Crafford | Constellation Wealth Capital | — | advisory firmscaling+5 | — | 1h 29m 59s | ||
| 4/14/26 | retirement transitionpsychological shift+3 | Michael Kay | — | — | retirement planningfinancial advisors+3 | — | 1h 30m 00s | ||
| 4/7/26 | scaling advisory firmsclient acquisition+4 | Jake Falcon | Falcon Wealth Advisors | — | scalingAUM+5 | — | 1h 29m 59s | ||
| 3/31/26 | closing clientshigh-net-worth+4 | Erin Botsford | The Advisor Authority | — | high-net-worth clientsclosing techniques+6 | — | 1h 30m 00s | ||
| 3/24/26 | client engagementLinkedIn marketing+3 | Justin Brownlee | RIA | LinkedIn | advisory firmAUM+5 | — | 1h 30m 29s | ||
| 3/17/26 | financial planningtechnology+3 | Adam Dell | Domain Money | — | financial planningtechnology+5 | — | 1h 29m 59s | ||
| 3/10/26 | SEOAUM growth+4 | Helen Stephens | ChatGPTAspen Wealth Management+1 | Fort Worth, Texas | SEOAUM+5 | — | 1h 27m 02s | ||
| 3/3/26 | work/life balancescaling advisory firms+4 | Andy Panko | Tenon Financial | Metuchen, New Jersey | work/life balanceadvisory firm growth+3 | — | 1h 30m 00s | ||
| 2/24/26 | advisory marketingmarketing funnels+3 | Kendra Wright | Rebel Media Agency | Austin, Texas | marketing funnelsadvisory marketing+3 | — | 1h 29m 59s | ||
| 2/17/26 | AI toolsfinancial advising+5 | Christopher Haigh | Iconoclastic Capital | Rochester, New York | AI toolsfinancial advisors+5 | — | 1h 30m 00s |
Showing 23 of 23
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Chart history for Financial Advisor Success
Peaked at #17 in United States, currently #17 in United States.
| Market | Genre | Peak | Current | Trend |
|---|---|---|---|---|
| United States | — | #17 | #17 | — |
| New Zealand | — | #17 | #17 | — |
| TW | — | #19 | #19 | — |
| PT | — | #34 | #34 | — |
| South Africa | — | #36 | #36 | — |
| Mexico | — | #42 | #42 | — |
| Canada | — | #53 | #53 | — |
| HU | — | #61 | #61 | — |
| ID | — | #71 | #71 | — |
| Finland | — | #82 | #82 | — |
| Australia | — | #87 | #87 | — |
| PH | — | #87 | #87 | — |
| CL | — | #87 | #87 | — |
| SG | — | #95 | #95 | — |
| Brazil | — | #98 | #98 | — |
| KE | — | #107 | #107 | — |
| Ireland | — | #108 | #108 | — |
| India | — | #125 | #125 | — |
| NG | — | #127 | #127 | — |
| CH | — | #142 | #142 | — |
Chart Positions
24 placements across 23 markets.
Chart Positions
24 placements across 23 markets.