The Advisor Summit Podcast

Mid-Year State of the Nation by Track That Advisor | The Advisor Summit Podcast Erica Pauly | Episode 15 Welcome back to another episode of the Advisor Summit Podcast, where industry innovators and thought leaders come together to elevate the way we serve, scale, and succeed. Erica is a leading expert in data-driven marketing strategies for financial advisors. As a coach and consultant, she has he...

The Advisor Summit Podcast: Growth & Acquisition: What Advisors Need To Know - Ep. 14 Brad Swineheart Welcome back to another episode of the Advisor Summit Podcast, where industry innovators and thought leaders come together to elevate the way we serve, scale, and succeed. Today's guest is someone who's not just shaping the future of advisor marketing and growth, he's accelerati...

The Advisor Summit Podcast: Using AI Efficiently in the Advisory World - Ep. 13 Ben Olsen Welcome back to another episode of the Advisor Summit Podcast, where industry innovators and thought leaders come together to elevate the way we serve, scale, and succeed. Today’s guest is Ben Olsen, the founder of Beemo Automation. Ben’s journey from financial advisor to launching his own company focused on...

The Advisor Summit Podcast: Sell, Succeed, or Step Back: Choosing the Right Exit Path after Scaling- Ep. 12 Cory Swain Welcome to The Advisor Summit, the podcast where financial advisors gain analytical insights and tactical strategies from the industry's top minds. Each episode, we bring you exclusive conversations with founders, C-suite leaders, and industry innovators uncovering the trends...

The Advisor Summit Podcast - Advisors as Educators: The Next Level of Client Service Ep. 11 Cooper Hitt | Fiat Wealth Management Welcome to The Advisor Summit, the podcast where financial advisors gain practical insights and actionable strategies from the industry's top professionals. Each episode, we dive deep into the key trends, tools, and techniques shaping the future of financial advisin...

The Advisor Summit Podcast: The Significance of Processes for the Back Office of Advisory Firms - Ep. 10 Katelyn Graham Welcome back to another episode of the Advisor Summit Podcast, where industry innovators and thought leaders come together to elevate the way we serve, scale, and succeed. Today’s guest is Katelyn Graham. Katelyn is the founder of The Admin Effect, a company dedicated to helping...

The Advisor Summit Podcast: Grow Your Team By Knowing Your Team - Ep. 9 Christina Gilbert Welcome back to another episode of the Advisor Summit Podcast, where industry innovators and thought leaders come together to elevate the way we serve, scale, and succeed.  Today's guest is someone whose name carries serious weight in the world of advisor development, Christina Gilbert. As an advisor dev...

The Advisor Summit Podcast: The Great Mentor to Great Men: Dick Foth - Episode #8 Welcome to The Advisor Summit, the podcast where financial advisors gain analytical insights and tactical strategies from the industry's top minds. Each episode, we bring you exclusive conversations with founders, C-suite leaders, and industry innovators uncovering the trends, tools, and techniques shaping the f...

The Advisor Summit Podcast: Every Role Matters for a Firm’s Growth - Episode #7: Colleen Robbin Welcome to The Advisor Summit, the podcast where financial advisors gain analytical insights and tactical strategies from the industry's top minds. Each episode, we bring you exclusive conversations with founders, C-suite leaders, and industry innovators uncovering the trends, tools, and techniques...

The Advisor Summit Podcast: How Metrics Transformed Our Business Strategy - Anthony Saccaro Welcome to The Advisor Summit, the podcast where financial advisors gain analytical insights and tactical strategies from the industry's top minds. Each episode, we bring you exclusive conversations with founders, C-suite leaders, and industry innovators uncovering the trends, tools, and techniques sha...

The Advisor Summit Podcast: Data Trends in Major Marketing Funnels From 2019 to 2024 (Part 1) - Episode 5 Erica Pauly and Molly Pierce Welcome to The Advisor Summit, the podcast where financial advisors gain analytical insights and tactical strategies from the industry's top minds. Each episode, we bring you exclusive conversations with founders, C-suite leaders, and industry innovators uncov...

The Advisor Summit Podcast: The Importance of Marketing for Financial Advisors - Ep #4: Lauren Hong Welcome to The Advisor Summit, the podcast where financial advisors gain analytical insights and tactical strategies from the industry's top minds. Each episode, we bring you exclusive conversations with founders, C-suite leaders, and industry innovators uncovering the trends, tools, and techni...

The Advisor Summit Podcast: How to Effectively Transition Roles in an Advisory Firm - Episode #3: Allyson Braun Welcome to The Advisor Summit, the podcast where financial advisors gain analytical insights and tactical strategies from the industry's top minds. Each episode, we bring you exclusive conversations with founders, C-suite leaders, and industry innovators uncovering the trends, tools...

The Advisor Summit Podcast: Are You Stepping Over Gold By Ignoring Referrals? - Ep #2: Erica Pauly Welcome to The Advisor Summit, the podcast where financial advisors gain analytical insights and tactical strategies from the industry's top minds. Each episode, we bring you exclusive conversations with founders, C-suite leaders, and industry innovators uncovering the trends, tools, and techniq...

The Advisor Summit Podcast: Know the Role in the Firm: CEO or Advisor - Ep. 1 Brad Gotto Welcome to The Advisor Summit, the podcast where financial advisors gain analytical insights and tactical strategies from the industry's top minds. Each episode, we bring you exclusive conversations with founders, C-suite leaders, and industry innovators uncovering the trends, tools, and techniques shapin...

Welcome to The Advisor Summit, the podcast where financial advisors gain analytical insights and tactical strategies from the industry's top minds. Each episode, we bring you exclusive conversations with founders, C-suite leaders, and industry innovators uncovering the trends, tools, and techniques shaping the future of financial advising.  Whether you're looking to scale your practice,...