Castuner

Advisor Freedom

Conner Young

Advisor Freedom is the podcast for financial advisors who want to learn what it really takes to build a thriving advisory career & what wealthy clients are actually doing with their money.Hosted by Conner Young, this show shares real stories from advisors who are serving clients and sharing their best practices for growing and planning for their clients!Whether you're growing your practice or exploring new ways to create generational impact, Advisor Freedom is your behind-the-scenes guide to building a business and a life of lasting value.

Сайт подкаста

Слушайте в своём приложении

Эпизоды

72 эпизода

  1. 200M to 270M: How Proposal Automation Can Unlock Tens of Millions 27:14
  2. From $0 to $12T+ AUM Using This AI Tool 37:44
  3. $12M to $110M: The Power of Consistent Writing for Growth 43:08
  4. Matthew Jarvis: From Nearly Bankrupt to an 8-Figure Exit (!!!) 46:06
  5. He Books 15 Client Meetings a Week From LinkedIn 34:18
  6. How To Get 10M+ Impressions on LinkedIn with Adam Knorr 37:31
  7. How to Land $10M Clients with a CRM 35:31
  8. Compliance Is Killing Your Growth: Here's the 99% Fix 40:46
  9. Say Less, Do More: Tailored PR for Advisors 30:22
  10. Betting on Yourself: Leaving the Traditional Firm to Serve Women in Transition 35:47
  11. Know Your Loss: How Measured Risk Rewrote Portfolio Risk 45:02
  12. People Need Clarity, Not Just Investments: The Clarity Wealth Journey 30:16
  13. From Secretary to Founder: Lori Jones’ Path into Finance 24:38
  14. Building a Team‑First Wealth Firm: Lessons from Krilogy’s Founder 31:52
  15. Your Best Is Not Enough: Building Trust in Enterprise Fintech 45:31
  16. From Investment Banker to Fintech CEO: Solving the Cash Arbitrage 56:13
  17. $0 To $200M+ AUM & SpaceX IPO! 46:00
  18. How Story‑Mapping Clears Confusion and Boosts Advisor Growth 49:02
  19. The Subscription Playbook: Paying for Real Financial Advice, Not Products 35:05
  20. From Wine Imports to Wealth Management 34:01
  21. Knocking on 4,000 Doors to ~$275M AUM 29:34
  22. Building WISE: The System That Teaches Advisors to Serve Entrepreneurs 47:56
  23. How Fiscal Is Making Bloomberg Sweat: Data + AI for Investors 29:37
  24. Writing A Book Helped Build $700M+ AUM 36:34
  25. How He Used Facebook Ads to Build AUM 36:48
  26. How His Systems Built Around the Right Clients 26:27
  27. How He Turned LinkedIn Posts into 17 New Households This Year 29:14
  28. One Page, Millions Served: The Story Behind AssetMap 35:11
  29. The Right Way to Start Your RIA Firm 29:15
  30. From Intern to Partner: The Long Game No One Talks About 26:44
  31. The Conversation Advisors Aren’t Trained For 35:15
  32. Building a Firm Around Life, Not the Other Way Around 30:28
  33. The Advisor Who Chose Freedom Over Prestige 37:13
  34. Sell Your Firm, Keep Your Freedom: Lessons from Advice Only 28:49
  35. Human Connection Over Algorithms: Noor Financial's Origin Story 29:53
  36. No Office, No Limits: Brandenburg’s Remote Advisor Journey 32:56
  37. Fire Half Your Tech: Joe Moss on Building a Smarter, Simpler Advisory Firm 35:10
  38. From Football Field to Firm Owners 29:12
  39. How Vivify Built a Modern Tax Firm by Saying No 40:06
  40. How He Built His Entire Business on LinkedIn: 34,000+ Followers 36:19
  41. Getting Clients Off of TV Interviews 36:09
  42. From CFA Exams during COVID to Launching his RIA from Scratch 38:31
  43. He Left Northwestern Mutual and Runs His Own Practice Off LinkedIn 32:19
  44. The Software You Need To Start Your Own Firm 30:23
  45. How His Firm Gets 50+ Clients Annually on Autopilot 43:39
  46. He Started His Own RIA at 27 Years Old 34:35
  47. From Cold Calling to $1 Billion in AUM 44:40
  48. From $0 to $550M+ AUM in 8 Years 28:19
  49. How He Started A Family & Financial Advising at the Same Time 36:37
  50. How He Went From Healthcare to Launching His Own RIA Firm 29:33