‘The Authentic Advisor’ interviews are packed with practical ideas, insights, and frank observations on what works (and what does not) when delivering high performance business advisory. Mindshop’s Managing Director, James Mason interviews senior independent and professional service firm business advisors from across the world. Exploring important advisory topics from creating leverage and building capability to marketing advisory services and how to be the best problem solver in the room, this podcast series is a ‘must listen’ for those who want to set themselves apart in a cluttered market.
The Evolving Advisor Podcast
Reese Harper, CFP®
Charlie Van Derven
Richard E. Boone
Jonathan Kuttin
Whitney Shindelar and Brianna Glenn
Buckingham Wealth Partners
Bill Coppel
David DeCelle
Brendan Frazier
Woodard Events
SEI Ventures
CEG Worldwide
cegvideo
Dan Smaida
Kim Butler and Tammi Brannan
Bill Cates
Michael Kitces
Alan Moore and Michael Kitces
Brad Atkins
John Anderson and Heather Wilson
Ken Unger
Paul Kingsman
Advisor's Edge
Libby Greiwe
Dimensional Fund Advisors
Jacqui Henderson
Kurt Kersey
ConsultX Business Success Programme
Joseph Lukacs
Scott Fitzpatrick
John Anderson and Heather Wilson
Mikial Singh Nijjar
3xEquity
Ultimate Advisor
Francois du Toit
Melisa Liberman
The Offshore Accountant
John Brown
None
The Entrepreneurial Wealth Manager Podcast
Mark Akeroyd
Investment Planning Counsel
moneyinfo
XY Media
Robyn Crane
The Heritage Institute
Russell Pearson
Mike Kershaw & David Watt
MDRT Podcast
Dr. Charles Chaffin and Dr. Brad Klontz
Pete Bush
XY Media
Advisor Group
The Financial Planning Training Academy
People First Career Management
Laura Gregg and David Partain
familyofficecoaching
Barron's Advisor
None
Oechsli
CPACA
Private Vista
Paul Shrimpling
Pareto Sytems
Steve Sanduski
Duncan MacPherson
Jim Stackpool - Founder Certainty Advice Group
Gary Williams
Elite Consulting Partners
Michael King
Wize Mentoring for Accountants and Bookkeepers
Mindy Diamond - Financial Advisor Recruiter and Consultant
Jeff Porter and Lew Sauder
Deb Zahn
Michael Lawes
Andreas Deptolla
andysheena
Always Be Closing Show
TD Ameritrade Institutional
David C. Baker and Blair Enns
Shelby Jo
Business of Home, Kaitlin Petersen
Matthew Jarvis & Micah Shilanski, Finance Rockstars
Andy Hart / Listen Notes
ISOLAS LLP
Anthony Fasano, PE
Cydelle Stewart
Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP
Brad Johnson
XY Media
Lim Ren En and Rick Hu
InvestmentNews, Michael Silver, Eric Sheikowitz
None
Falguni Desai
Lucy Eckley
Tenacity, Inc.
Caralee Fontenele