The Evolving Advisor Podcast
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! listen.casted.us
🎧 Podcast episodes
Listen to 71 episodes
38
minutes
·
3 weeks ago
Ep 070: Brian Hamburger: Navigating the Complexities of Transitioning to Independence
38
minutes
·
1 month ago
Ep 069: Joe Cardello - Building Your Advising Firm With Intention and Empathy
35
minutes
·
4 months ago
Ep 067: Jeremy Finger: Digital Growth for Your Independent Advising Firm
31
minutes
·
7 months ago
Ep 064: Katherine Forrester Schneewind: Evolving with Clarity, Instinct, and Authenticity
28
minutes
·
8 months ago
Ep 063: Lou Camacho: Valuation, Wealth Creation, and Financial Engineering
37
minutes
·
1 year ago
Ep 058: Gil Baumgarten: Serving the Client Best by Breaking Out of the Big Firms
35
minutes
·
1 year ago
Ep 046: Chandon Simonis - Delivering a High Level of Service to Your Clients
32
minutes
·
2 years ago
Ep 043: Domenic Rinaldi - Learn how to acquire or exit your business with no regrets!
37
minutes
·
2 years ago
Ep 042: William Hawke & Edward DeTomaso - Creating Growth With Public Companies
36
minutes
·
2 years ago
Ep 039: Jeff Brown - Accelerating Growth By Partnering with An Investor & Acquiring Firms
34
minutes
·
2 years ago
Ep 036: Bill Good Marketing - Growing Your Practice By Reducing Complexity
35
minutes
·
2 years ago
Ep 034: Dr. Travis Parry - Finding Balance and Avoiding the Traps of Workaholism
35
minutes
·
2 years ago
Ep 029: Randy Siller: Stewardship for the Next Generation to Evolve Your Firm
33
minutes
·
2 years ago
Ep 027: Lou Camacho & Nancy Andrefsky: The Good, The Bad, and The Ugly of the Acquisition Space
51
minutes
·
2 years ago
Ep 026: Mindy & Louis Diamond: Evolving through Education and Independence
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