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
Est. Listeners
Based on iTunes & Spotify (publisher stats).
- Per-Episode Audience
Est. listeners per new episode within ~30 days
25,001 - 50,000 - Monthly Reach
Unique listeners across all episodes (30 days)
75,001 - 150,000 - Active Followers
Loyal subscribers who consistently listen
40,001 - 100,000
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 epsHost
Recent guests
Recent episodes
Ep 486: Lessons Learned from How Mega-RIAs Are Scaling Their People to Support Growth with Lisa Crafford
Apr 21, 2026
1h 29m 59s
Ep 485: Exercises to Help Clients Better Navigate the Transition to Retirement After Having Done It Yourself with Michael Kay
Apr 14, 2026
1h 30m 00s
Ep 484: Scaling To $1B AUM By Recognizing Your (Rainmaker) Strengths And Delegating The Rest with Jake Falcon
Apr 7, 2026
1h 29m 59s
Ep 483: Closing (More Affluent) Clients in The First Meeting with an "Approach Talk" Method to Create Urgency with Erin Botsford
Mar 31, 2026
1h 30m 00s
Ep 482: Growing To $500M AUM In 7 Years by Connecting with Your Ideal Clients on LinkedIn with Justin Brownlee
Mar 24, 2026
1h 30m 29s
Social Links & Contact
Official channels & resources
Official Website
Login
RSS Feed
Login
| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 4/21/26 |  Ep 486: Lessons Learned from How Mega-RIAs Are Scaling Their People to Support Growth with Lisa Crafford✨ | scaling advisory firmshiring strategies+4 | Lisa Crafford | Constellation Wealth Capital | — | advisory firmscaling+5 | — | 1h 29m 59s | |
| 4/14/26 |  Ep 485: Exercises to Help Clients Better Navigate the Transition to Retirement After Having Done It Yourself with Michael Kay✨ | retirement transitionpsychological shift+3 | Michael Kay | — | — | retirement planningfinancial advisors+3 | — | 1h 30m 00s | |
| 4/7/26 |  Ep 484: Scaling To $1B AUM By Recognizing Your (Rainmaker) Strengths And Delegating The Rest with Jake Falcon✨ | scaling advisory firmsclient acquisition+4 | Jake Falcon | Falcon Wealth Advisors | — | scalingAUM+5 | — | 1h 29m 59s | |
| 3/31/26 |  Ep 483: Closing (More Affluent) Clients in The First Meeting with an "Approach Talk" Method to Create Urgency with Erin Botsford✨ | closing clientshigh-net-worth+4 | Erin Botsford | The Advisor Authority | — | high-net-worth clientsclosing techniques+6 | — | 1h 30m 00s | |
| 3/24/26 |  Ep 482: Growing To $500M AUM In 7 Years by Connecting with Your Ideal Clients on LinkedIn with Justin Brownlee✨ | client engagementLinkedIn marketing+3 | Justin Brownlee | RIA | LinkedIn | advisory firmAUM+5 | — | 1h 30m 29s | |
| 3/17/26 |  Ep 481: Leveraging Technology To Rapidly Scale Growth Delivering Financial Planning To Next Generation Clients with Adam Dell✨ | financial planningtechnology+3 | Adam Dell | Domain Money | — | financial planningtechnology+5 | — | 1h 29m 59s | |
| 3/10/26 |  Ep 480: Growing To $660M Of AUM By Leveraging SEO (And Now AEO) To Build A Durable Pipeline Of Good-Fit Prospects with Helen Stephens✨ | SEOAUM growth+4 | Helen Stephens | ChatGPTAspen Wealth Management+1 | Fort Worth, Texas | SEOAUM+5 | — | 1h 27m 02s | |
| 3/3/26 |  Ep 479: Maintaining Good Work/Life Balance While Adding Advisors And 4Xing The Firm To $315M with Andy Panko✨ | 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 |  Ep 478: Fixing Advisory Firm Marketing Funnels So The Phone Actually Rings With Prospects with Kendra Wright✨ | advisory marketingmarketing funnels+3 | Kendra Wright | Rebel Media Agency | Austin, Texas | marketing funnelsadvisory marketing+3 | — | 1h 29m 59s | |
| 2/17/26 |  Ep 477: Finding Real Uses For AI Tools Not Just To Gain Efficiency But Create More (Customized) Value For Clients with Christopher Haigh✨ | AI toolsfinancial advising+5 | Christopher Haigh | Iconoclastic Capital | Rochester, New York | AI toolsfinancial advisors+5 | — | 1h 30m 00s |
Showing 10 of 10
Sponsor Intelligence
Sign in to see which brands sponsor this podcast, their ad offers, and promo codes.
Chart Positions
14 placements across 14 markets.
Chart Positions
14 placements across 14 markets.