The Advisor Advancement Podcast Network

On this episode of Advisor Skinny, Mike Walters shares the 7 steps to bridge the value gaps. This series has focused on determining the value of a financial advisory practice, but what comes next? Join Mike as he shares the blueprint to getting the most value out of your business.

On this episode of Advisor Skinny, Mike Walters talks about EBITDA (earnings before interest, taxes, depreciation, and amortization). What is it, why it's important and how it's the more accurate benchmark in determining the value of a business.

On this episode of UnNiched, we welcome Tessa Keena. Tessa is a CPA with Hungerford Nichols and is a tough as nails overcomer. Tessa's the total package. She's a brilliant mind, a gifted professional, a selfless giving mom, and she has a knack for making you feel like her best friend. Join Andrea as she chats with Tessa, and by the end of the show, you'll want to be her best friend too.

On this episode of Advisor Skinny, Mike Walters shares insight on how to charge for your time and how that ultimately brings value to an advisor's practice. A successful advisor is focused on building a business rather than creating a job.

On this episode of Advisor Skinny, Mike Walters shares some surprising statistics about investors and their actions after a death in a family. By understanding these forces, an advisor will be better prepared to retain clients' assets.

On this episode of UnNiched, we meet Megan Carpenter. As the co-founder and CEO of FiComm Partners LLC, Megan knows what it takes to build a business. Join Andrea as she chats with Megan about how financial advisors can build their own business, what it means to have fierce personal leadership, and why understanding perception and communication are the keys to everything.

In this episode of Advisor Elevation, we take a trip down memory lane with former NFL Punter, Matt Dodge. Matt takes us through his start in football, shares stories from draft day and even his rookie hazing, and tells us about his involvement in one of the most infamous plays in NFL history. Matt shares how he made the transition to financial planning, and how he's building his business now using the lessons learned in football. This entertaining episode is one you won't want to miss!

On this episode of Advisor Skinny, Mike Walters reviews many of the contrapositive actions advisors may be doing that are affecting the value of their businesses. Mike discusses how each has an inverse action and by targeting the activities that bring positive value, an advisor can make small changes that have a big impact.

On this episode of Advisor Skinny, Mike Walters explains the four gaps: value gap, advisor gap, valuation gap, and gap value. We learn which can be the most costly to an advisor's business and some methods to close or mitigate these gaps.

On this episode of UnNiched, Andrea meets Dana D’Auria. Dana does her research and facts don't lie. Women are amazing ambassadors in the financial services industry both on the advisory side and the money management side. And Dana would know, she's the Director of Research at Symmetry Partners. Please join Andrea and Dana for a chat about doing the research, having difficult conversations, and staying disciplined and investing and in life.