The Advisor Summit Podcast

The Advisor Summit Podcast: Financial Behavior Specialist Shares Knowledge To Better Communicate with Clients with Ashley Quamme 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. In this episode, we're joined by Ashley Quamme, Chief Behavioral Officer and Founder of Beyond...

The Advisor Summit Podcast: America’s Financial Educator Derrick Kinney: The Real Formula for Advisor Growth 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. In this episode, Derrick shares why most advisors sound exactly like everyone else, how to uncover the real pain points...

The Advisor Summit Podcast: Why Seminar Marketing Still Wins: Data, Discipline & the 6-Event Rule with Greg Bogich 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. In this episode, we sit down with Greg Bogich, CEO of AcquireUp, to discuss why seminar marketing continues t...

The Advisor Summit Podcast: Dinner Seminars Are NOT Dead. We Have The Data To Prove It with Erica Pauly 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. In this episode, we speak with Erica Pauly about all things dinner seminars. Dinner seminars are one of the most debated mar...

The Advisor Summit Podcast: Youtube Expert Shares Secrets for Financial Advisors with Andrew Murdoch 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. In this episode, we sit down with Andrew Murdoch, Founder of YT Era, to unpack why YouTube may be one of the most underutilized...

The Advisor Summit Podcast: Use AI Data to Close—Not Just Converse | A Smarter Approach for Financial Advisors with Liam Hanlon 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. In this episode, we sit down with Liam Hanlon from Jump to talk about one of the biggest topics in w...

The Advisor Summit Podcast: From Stuck to Scaling: The Real Role of an IMO in Advisor Growth with Mark Bigler Welcome back to another episode of the Advisor Summit Podcast, where industry leaders and innovators share the strategies, systems, and mindset shifts helping advisors grow stronger businesses. In this episode, we sit down with Mark Bigler of Advisors Excel to unpack a big question in the...

The Advisor Summit Podcast: Becoming An Efficient Advisor with Libby Greiwe 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. In this episode, we sit down with Libby Greiwe of The Efficient Advisor. Libby shares how advisors can move from burnout and “busy-ness” to scalable, en...

The Advisor Summit Podcast: Building an RIA Without Guesswork | Shelby Nicholl 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. In this episode, we sit down with Shelby Nicholl of Muriel Consulting to talk about what really goes into making a successful advisor transition, whe...

The Advisor Summit Podcast: Your CRM Is a Key Teammate In Your Financial Firm | Thomas Clawson 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. In this episode of The Advisor Summit, we sit down with Thomas Clawson, co-founder of SLANT, to explore how the next generation of CR...

Industry Benchmarks & Data Insights for Financial Advisors: Recap of the 2025 State of the Nation Study by Track That Advisor with Erica Pauly and Molly Pierce 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. In this episode of The Advisor Summit, we sit down with our very...

The “Nerd” Advantage: Processes That Work (Without Over-Engineering Everything) with Kitces’ Sydney Squires | Ep 25 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. In this episode of The Advisor Summit, we sit down with Sydney Squires, writer, editor, and “Nerd” at Kitces.com...

Average Case Size Matters | Ep. 24 Erica Pauly 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. In this episode of The Advisor Summit, we’re joined by Erica Pauly to unpack one of the most overlooked — and most powerful — metrics in advisor growth: average case size. Erica bre...

Alternatives & Their Impact on the Financial Advisory World | Ep. 23 Alan Strauss  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. In this episode of The Advisor Summit, we sit down with Alan Strauss, Senior Partner and Director of Investor Relations at Crystal Capital Pa...

The Tax Savings Architect | Ep. 22 Mark Myers 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. In this episode of The Advisor Summit, we sit down with Mark Myers, Founder of TaxWise Partners, to unpack how financial advisors can leverage tax strategy as a powerful growth tool....

Data Integration Doesn’t Have to Be a Headache | Ep. 21 Kyle Van Pelt 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. In this episode of The Advisor Summit, we are with Kyle Van Pelt, Co-Founder of Milemarker, to talk about one of the biggest challenges modern financial advis...

The Power of Paperback For Financial Advisors | Ep. 20 Michael DeLon 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. In this episode of The Advisor Summit, we are with Michael DeLon, founder of Paperback Expert, to uncover how financial advisors can use books as one of the mo...

The Advisor Summit Podcast: How Marketing Isn’t Like Vegas | Ep. 19 Mark E. Gaffney 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. In this episode of the Advisor Summit, we sit down with Mark Gaffney, founder of MEG, to explore how financial advisors can master marketing and...

Ep #18: Transform and Scale Your Financial Advisory Firm with Practical Solutions 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. In this episode of the Advisor Summit, we sit down with Jen, founder of My Virtual COO, to uncover the strategies and frameworks that help financi...

The Advisor Summit Podcast: People First, Numbers Second: Building Trust in Advisory 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, we are with Brad Matos. After originally pursuing a degree in Mechanical Engineering, Brad pivoted toward his true calling in finance, h...

The Advisor Summit Podcast: Track That Advisor Solutions for All Financial Advisors | Molly & Erica 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. In this episode, we dive into the latest updates from Track That Advisor, exploring how their innovative tools and integrati...

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...