The Evolving Advisor Podcast

Dec 13 2024 85 ep. 35 mins 8
The Evolving Advisor Podcast artwork

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!

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Ep085: Liz Nesvold - Proper Planning for Successful Business Growth

Dec 13 2024 35 mins  
In this episode, Jeff and Liz discuss: Key items people should consider when bringing a partner into your business. Understanding your key problems to solve. What attributes make your business more attractive and bring more value to your enterprise. Connecting with your workforce and staying in touch with the human dynamic. Key Takeaways: If you know you have a 3-5-year time ho

Ep 084: Kate Guillen - Become the Architect of Your Client’s Experience

Nov 14 2024 28 mins  
In this episode, Jeff and Kate discuss: How she got started helping advisors grow and scale with excellent client experiences. Using creativity to adapt a CRM to work for your advising practice. Kate’s 5-Step proven process to achieve your goals. Having collaborative conversations to create the best possible experiences. Key Takeaways: An advisor's number one responsibility i

Ep 083: Gary Kuhn - The Evolving Landscape of Talent Acquisition

Oct 17 2024 30 mins  
In this episode, Jeff and Gary discuss: Acquiring the right talent. Attrition rates, training programs, and building a successful team for the long haul. Investing in talent and building your business plan every year. Best models for young, future leader advisors. Balancing quarterly goals with long-term relationship building. Key Takeaways: The biggest indicator of success is

Ep 082: Ted Jenkin & Scott DiGiammarino: M&A Preparation and Professional Guidance

Sep 26 2024 30 mins  
In this episode, Jeff, Ted, and Scott discuss: Understanding valuation metrics and the significance of recurring revenue and organic AUM growth. The pitfalls of DIY approaches. The importance of cultural fit and why it matters more than money alone. The potential for minority transactions. Key Takeaways: 60% of our clients have taken less money because it's a better cultural

Ep 081: Navigating the Future: Insights on Financial Advisory Transactions and Growth

Aug 29 2024 31 mins  
Welcome to another episode of The Evolving Advisor, the podcast designed to guide Financial Advisors toward achieving both business and personal success. Hosted by Jeff Concepcion, a seasoned advisor, entrepreneur, and CEO, this episode is packed with actionable insights on one of the most pressing topics in the financial advisory industry today—navigating the complexities of fin

Ep 080: The Evolving Advisor Podcast: Mastering Communication and Team Building with Stan Slovan

Jul 11 2024 38 mins  
Are you ready to revolutionize your financial advising practice? Welcome to The Evolving Advisor podcast, the show dedicated to equipping independent financial advisors with the insights and knowledge needed to excel in business and life. Host Jeff Concepcion, with over 30 years of experience as an advisor, entrepreneur, and CEO, invites you to join him and top industry thought lea

Ep 079: The Truest Fan: Transforming Financial Advisor Success

Jun 27 2024 36 mins  
Unlock the secrets to transforming your financial advisory practice into a thriving business with our latest episode of the Evolving Advisor Podcast! Join host Jeff Concepcion as he shares his 30 years of expertise and welcomes special guest Rob Brown, founder of Truest Fan and author of "Truest Fan" and "Delivering the Ultimate Client Experience." Together, they dive deep into the

Ep 078: Building Thriving Financial Teams: Insights from Two Industry Leaders

Jun 13 2024 37 mins  
Are you ready to take your financial advisory practice to new heights? Welcome to the Evolving Advisor Podcast, where independent financial advisors get the tools, insights, and knowledge they need to excel in business and life. Join host Jeff Concepcion as he leverages over 30 years of industry experience to guide you on a journey of growth and transformation. In this episode, Jef

Ep 077 Jeff Bartsch: Crafting Your Advisor Story: From Connection to Client Trust

May 16 2024 29 mins  
Welcome to the Evolving Advisor Podcast! In this episode, host Jeff Concepcion dives deep into the power of storytelling for financial advisors with special guest Jeff Bartsch, founder of Story Greenlight. Together, they explore how advisors can refine and package their unique stories to build stronger connections, enhance client trust, and take their businesses to new heights. Key

Ep. 076: Rob Nelson: Navigating the Evolution of Wealth Management

May 09 2024 29 mins  
Welcome to the Evolving Advisor podcast, where we delve into the dynamic world of wealth management and financial advisory services. In this episode, we're thrilled to have Rob Nelson, CEO and founder of NorthRock, join us. Rob brings nearly three decades of industry experience and leadership, offering unique insights into the evolving landscape of wealth management. Rob shares