The podcast for the business of advice

The people building enduring advisory firms.

Frank conversations about leadership, client trust, practice growth, and the decisions behind durable financial-advice businesses.

New listener

Three conversations to orient you.

Start with a short, guided path through the ideas at the center of the show, then follow the problem most relevant to your firm.

01 / Current edition

One episode, indexed for people and machines: a clear summary, chapter guide, source links, and the ideas worth carrying forward.

The first episode is on its way. Check back soon.

03 / The mandate

How leaders create focus, accountability, and leverage inside an advisory business.

How practitioners earn trust and design an experience clients understand and value.

How durable firms develop talent, deepen relationships, and compound their reputation.