Join Jeff Concepcion, Founder & CEO of Stratos Wealth Partners for The Evolving Advisor Podcast! The Evolving Advisor podcast is dedicated to equipping independent financial advisors with the tips, insights, and knowledge needed to evolve in every aspect of his or her life, both inside and outside the business.
I will be sharing insights from my years of experience as an advisor, entrepreneur, and CEO, along with advice from some of the industry’s top Financial Advisors, CEOs, business consultants.
Tune in to hear more about: • The journey from Advisor to CEO • Strategies to work smarter, not harder • Embracing technology to improve efficiency • How to win the war for talent • Best practices for organic and inorganic growth • How to create a road map to independence
I’ll also have insights on: • How to have a successful work/life balance • The importance of giving back to your community • …and much more!
As an added bonus, at the end of each show you’ll get to listen to my guests showcase their talent with Podcast Karaoke! Podcasting will never be the same!
Charlie Van Derven
Buckingham Wealth Partners
Michael Kitces
Reese Harper, CFP®
Brendan Frazier
Mindshop
CEG Worldwide
cegvideo
Bill Coppel
Richard E. Boone
Alan Moore and Michael Kitces
Jonathan Kuttin
Whitney Shindelar and Brianna Glenn
Kim Butler and Tammi Brannan
SEI Ventures
Dimensional Fund Advisors
David DeCelle
Laura Gregg and David Partain
The Entrepreneurial Wealth Manager Podcast
Barron's Advisor
Investment Planning Counsel
Scott Fitzpatrick
Duncan MacPherson
TD Ameritrade Institutional
InvestmentNews, Michael Silver, Eric Sheikowitz
Bill Cates
Advisor's Edge
3xEquity
Paul Kingsman
The Heritage Institute
Steve Sanduski
Jacqui Henderson
Mark Akeroyd
Mindy Diamond - Financial Advisor Recruiter and Consultant
Private Vista
John Anderson and Heather Wilson
Ken Unger
The Financial Planning Training Academy
John Anderson and Heather Wilson
Kurt Kersey
Joseph Lukacs
Pete Bush
Woodard Events
Ultimate Advisor
John Brown
moneyinfo
Robyn Crane
Michael Lawes
...For Advisors
Francois du Toit
Always Be Closing Show
Dr. Charles Chaffin and Dr. Brad Klontz
XY Media
Brad Atkins
Paul Shrimpling
Libby Greiwe
MDRT Podcast
PracticeLab podcast
Alan Smith; Andy Hart; Carl Widger; Nick Lincoln
Andy Hart / Listen Notes
None
familyofficecoaching
Advisor Group
CPACA
Elite Consulting Partners
Pareto Sytems
The Offshore Accountant
Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP
FinPoint™
Dan Smaida
Mikial Singh Nijjar
Blueleaf
Business of Home, Kaitlin Petersen
ConsultX Business Success Programme
Betsy Wiersma & Harbor Wealth Management
Vanessa O'Shea
XY Media
None
Kate Holmes
Russell Pearson
Ayush Sharma
Mike Kershaw & David Watt
Jim Stackpool - Founder Certainty Advice Group
Cathy Iconis
Jeff Porter and Lew Sauder
Chip Munn
Wize Mentoring for Accountants and Bookkeepers
Coldstream Wealth Managment
Caralee Fontenele
XY Media
Michael King
None
CynVirtuoso
Lucy Eckley
andysheena
Sagacious IP
Brad Johnson
Client Experience Group
Source Global Research