Full Advisor Coaching - The Podcast

When a prospect asks ChatGPT or Claude which advisor they should hire, does your firm come up?

Google sends fewer clicks now that AI answers questions directly, but the leads that do come through AI tend to show up ready to talk.

Today, Brent Carnduff, President of Advisor Rankings and Head of SEO at WealthReach, returns to the podcast to share how AI picks which advisors to recommend and how search has changed since his last time on...

Q4 is one of the highest-leverage quarters in advisory work, yet so many advisors treat it like a finish line.

Don't make that mistake.

In this episode, Kristin breaks down what to do with your remaining 90 days, split between what's client-facing and what needs to happen inside your firm.

With tax decisions live, year-end planning top of mind, and prospects feeling real urgency heading into the final stretch, now is the time to act.

L...

Most advisory firms get 80 to 100% of their growth from referrals.

But the fastest-growing firms? They get about a third. 

That gap tells a story.

In this episode, financial industry leader Michael Kitces joins the podcast to share findings from the 2026 Kitces Research Study on Advisor Marketing and why the "serve clients well and the referrals will flow" mindset caps your growth.

Listen in to learn why high-growth firms win with...

Your marketing is working and prospects are booking calls… so why aren’t they becoming clients?

Most advisors go looking for the fix at the front end: a better website, more referrals, another event. 

But the biggest gains are usually sitting in the middle of the process, in the handoffs and follow-ups nobody owns.

In this episode, Kristin breaks down where leads quietly fall through the cracks and simple fixes that ...

Do your clients actually know what they want, or are you building plans on goals they've never had the space to examine?

Most advisors assume clients walk in already clear on their values and goals, but the truth is far foggier.

In this episode, Amy Mullen, President of Money Quotient and a CFP® professional with over 20 years of experience training advisors in values-based financial life planning, joins Kristin to explain why discov...

When a new client finally says yes, what happens next?

Does your firm spring into action… or quietly go dark while the paperwork gets processed?

In this episode, Kristin reframes client onboarding as more than an administrative box to check. It's one of the most overlooked growth strategies in a firm. 

Listen in to hear a real case study of the assets Kristin helped a firm build, from a one-page visual client journey to te...

What does it take to walk away from the safety net of a corporate RIA and build something that’s truly yours?

In this episode, John Schwalbach and Jon Holmgren, partners at Freedom Financial Partners, join Kristin to share the real story behind their firm’s evolution from a broker-dealer to a corporate RIA to becoming a fully independent firm.

Listen in as they open up about the fear of losing built-in compliance support,...

Do you know exactly who you're trying to reach, or are you heading out into the world without a clear target?

In this episode, Kristin walks through a practical framework for identifying your ideal client before you build your opportunity list.

Listen in to learn how to narrow down your ideal client from your existing book of business, why focusing on problems instead of dollar amounts is a game changer, and how aligning your persona...

Are you using AI to get time back or just finding new ways to stay busy?

In this episode, Matt Halloran, Chief Evangelist at Zocks and author of Shut the F Up and Listen, joins the show to explore how AI note-taking tools are giving financial advisors real, measurable time back—and why most advisors don't know what to do with it when they get it.

Listen in to learn the biggest barrier to AI adoption and how reimagining your dai...

Is your firm actually growing, or has the busyness of the year been masking a lack of progress toward your real goals?

Summer is more than a slow season. It's a 90-day window to step back, assess where you are, and set yourself up to hit the fall with momentum rather than scrambling to catch up.

In this episode, we walk through five honest check-in questions every advisor and firm leader should ask at the halfway point of the year, p...

Are you designing your sales process around what you prefer or around what your prospect actually needs to feel confident enough to say yes?

In this episode, Nancy Bleeke Noël, Founder of Sales Pro Insider and creator of the Genuine Sales Training course, joins Kristin to flip the script on how advisors approach business development—because most prospects have never hired a financial advisor before and don't know how to do it.

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When was the last time you felt truly connected to the people you lead?

In today's episode, we unpack the growing reality of loneliness in leadership and the workplace, especially in a world driven by remote work and constant online connection.

Listen in to learn why so many leaders feel isolated “at the top,” how loneliness is quietly impacting performance and well-being, and why being in a relationship-driven industry m...

Is transitioning to the RIA model the right move for your practice, or could it hold you back?

In this episode, you’ll hear what really drives advisors to consider making the switch, from the desire for greater flexibility to the potential for stronger long-term economics.

Brad Wales, Founder of Transition To RIA, joins the show to break down the real motivations behind these decisions and explain why some advisors are running ...

You probably have plenty of content ideas… but do you have a system for turning them into consistent visibility?

Without content flowing through your website, LinkedIn, and newsletters, you may as well have built a beautiful storefront on a dead-end street with no foot traffic.

That's why you need a plan.

In this episode, we talk about building an engine inside your business so content is consistently created, shared, and distr...

What happens when referrals aren’t enough to grow your business anymore?

In this episode, Hillary Gale Meehan, owner of Moneta Copy, breaks down what financial advisors need to do when they’ve built a solid foundation—but are ready for their next stage of growth.

You’ll learn why relying solely on referrals can hold you back, and how content marketing fits into a smarter, more scalable growth strategy.

From cla...

If someone Googled you today, would they trust you more or less?

In a world where vulnerability and authenticity are replacing the old corporate playbook, personal brand has become one of the most powerful differentiators for advisors.

In this episode, you’ll learn why people hire people — not logos — and how your online presence, story, and positioning directly impact trust and growth.

We break down how to articul...

What makes many financial advisory firms feel chaotic?

Often, it's not about capacity—it's about a lack of visibility.

In this episode, I'm joined by Stephanie Dannebaum, ChFC®, MBA, MPP, who serves as a CRM consultant for financial advisory firms and has more than a decade of experience in the financial services industry.

Listen in as Stephanie explains the common issue of advisors not knowing what’s actually happening in...

Who should you actually say yes to when someone asks for a “quick coffee” or a partnership chat?

In a world where referral partnerships are a tried-and-true growth strategy, knowing how to protect your time is just as important as building relationships.

In this episode, we break down a practical three-tier system for evaluating centers of influence and referral partners so you can decide who’s worth your energ...

What if marketing didn’t create more work for advisors, but actually made business development easier? 

In this episode, we explore the role marketing plays inside an advisory firm, as well as how a strong marketing foundation can directly support advisors in growing their businesses. 

Instead of constantly re-explaining value, fixing gaps, or rebuilding trust from scratch, the right marketing systems allow advisors t...