The Evolving Advisor Podcast

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The Evolving Advisor Podcast

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Podcast data

Created By The Evolving Advisor Podcast

Podcast Status active

Started 29/08/2019

Latest Episode 13/04/2023

Release Period Episodic

Episodes 69

Partner Reviews 0

Language English

Frequency 671

Average Length 35 minutes and 31 seconds

Country United States

Global Rank TOP 5%

Description

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!
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Episodes
- #569535 - Ep 069: Joe Cardello - Building Your Advising Firm With Intention and Empathy
  
  2 years ago
  
  #569535 - Ep 069: Joe Cardello - Building Your Advising Firm With Intention and Empathy
- #569536 - Ep 068: John Furey: Insights into John’s Upcoming Future of the Industry Paper: Scale, Durability, and Human Capital
  
  2 years ago
  
  #569536 - Ep 068: John Furey: Insights into John’s Upcoming Future of the Industry Paper: Scale, Durability, and Human Capital
- #569537 - Ep 067: Jeremy Finger: Digital Growth for Your Independent Advising Firm
  
  2 years ago
  
  #569537 - Ep 067: Jeremy Finger: Digital Growth for Your Independent Advising Firm
- #569538 - Ep 066: Frank LaRosa: Advice on Advisor Transitions
  
  2 years ago
  
  #569538 - Ep 066: Frank LaRosa: Advice on Advisor Transitions
- #569539 - Ep 065: Ray Sclafani: Creating An Enduring Advising Firm
  
  2 years ago
  
  #569539 - Ep 065: Ray Sclafani: Creating An Enduring Advising Firm
Reviews
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The Evolving Advisor Podcast

The Evolving Advisor Podcast

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Podcast data

Description

Agent Outreach

Episodes

#569535 - Ep 069: Joe Cardello - Building Your Advising Firm With Intention and Empathy

#569535 - Ep 069: Joe Cardello - Building Your Advising Firm With Intention and Empathy

#569536 - Ep 068: John Furey: Insights into John’s Upcoming Future of the Industry Paper: Scale, Durability, and Human Capital

#569536 - Ep 068: John Furey: Insights into John’s Upcoming Future of the Industry Paper: Scale, Durability, and Human Capital

#569537 - Ep 067: Jeremy Finger: Digital Growth for Your Independent Advising Firm

#569537 - Ep 067: Jeremy Finger: Digital Growth for Your Independent Advising Firm

#569538 - Ep 066: Frank LaRosa: Advice on Advisor Transitions

#569538 - Ep 066: Frank LaRosa: Advice on Advisor Transitions

#569539 - Ep 065: Ray Sclafani: Creating An Enduring Advising Firm

#569539 - Ep 065: Ray Sclafani: Creating An Enduring Advising Firm

Reviews

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