Best Advisor Recruiting Podcasts (2025)

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Talent on Tap: Brian Rhodes’ Blueprint for Recruiting Rockstar Techs & Advisors 48:31

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22d ago48:31

48:31

In this episode, Jimmy sits down with Brian Rhodes, founder of Auto Shop Recruiting and a 20-year veteran of talent acquisition, to crack the code on hiring techs and advisors in a market where “Help Wanted” banners are everywhere. Brian explains why the old “post-and-pray” ad doesn’t work anymore—and how independent shops can compete head-to-head …

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Is Your Tech Stack Costing You Clients? 21:32

7h ago21:32

21:32

Brian and Sue dig deep into: -Why “siloed platforms create siloed advice” - and how to break out of that trap. -What integrated ecosystems can do to enhance client experience, advisor efficiency, and scalability. -The hidden costs of redundancy and how to identify them in your current tech stack. -How AI and automation are transforming client servi…

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Firms That Win in 2025: What Advisors Are Really Looking For 51:44

9h ago51:44

51:44

With Louis Diamond & Mindy Diamond Overview With advisor expectations evolving, not all “good firms” are winning the talent. Mindy and Louis Diamond share what today’s top advisors really value—and why some firms are standing out while others fall short. Listen in… > Download a transcript of this episode… NOTE: The views and opinions expressed by t…

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It’s Not Just the Payout - It’s the Profitability 33:37

2d ago33:37

33:37

Show Highlights: -The emotional allure of upfront transition compensation - and why it’s misleading -How to evaluate a deal over 10-15 years, not just day one. -Common pitfalls advisors overlook when calculating effective payouts. -How Elite’s pro forma models bring hidden deal structures to light. -Why choosing the right firm can double or triple …

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Faith, Grit & Five Bays: How JJ Scaled a Small Shop into a Powerhouse 39:11

20h ago39:11

39:11

What happens when a former Wall Street financier-turned-school teacher opens a five-bay auto shop in a small Maryland town? You get JJ — a powerhouse of faith, grit, and strategy. In this episode, JJ shares how he transformed his shop from grinding $40K months into a $450K+ monthly revenue engine — all without a massive facility or a big-city advan…

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AI Is a Fuel, Not a Tool: Redefining Financial Advice with Saturn - Rohit Vaisha 54:33

1d ago54:33

54:33

What if your advisers could serve 20–30 more clients, save 45 minutes per meeting, and reduce suitability report time from 3 hours to 10 minutes - all without hiring more support staff? That’s what Saturn AI is already delivering for over 600 financial planning firms ( 1600 Advisers ), and in this episode of the Financial Planner Life Podcast, Sam …

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The Leadership Sessions: From ‘I’ to ‘We’ with Andy Alvarez 25:01

3d ago25:01

25:01

In this episode of NRG Insights, Marcus Nanson is joined by Andy Alvarez, National Intermediary Distribution Manager at Leeds Building Society, to discuss the realities of sales leadership in financial services. Andy shares his insights on leading sales teams, the challenges of moving from a top sales performer to a leadership role, and how to buil…

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Can You Trust AI With Your Succession Plan? 28:29

7d ago28:29

28:29

Key Highlights Include: -Why branding is more than a logo - it’s a buyer’s first impression. -What top-tier buyers look for beyond just AUM and revenue. -The biggest mistake sellers make when announcing a transition. -How to ensure smooth client retention post-sale. -Why advisors should start planning five years out (at least!). -When and how to co…

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What a Fractional CMO Can Do for Your Construction Firm – Perryn Olson, Alt.CMO 1:08:36

6d ago1:08:36

1:08:36

https://boldbrand.show - SUBSCRIBE On today’s episode, we’re chatting with an AEC marketing pro who I’ve known for years, Perryn Olson. Perryn Olson, FSMPS, CPSM, CCMP is a fractional CMO with Alt.CMO, providing marketing strategy and leadership to construction and construction technology companies. Previously, he was the CMO for the REX.one brands…

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When Values No Longer Align: An Ex-Wells Fargo Advisor’s Leap to Independence 38:12

7d ago38:12

38:12

With Brian Pultman – Founder and CEO, Correct Capital Wealth Management Overview Brian Pultman discusses why he chose independence over taking a wirehouse transition deal. However, as he candidly shares, building your own RIA is not always a smooth process, yet it resulted in aligning his values while building $1B+ Correct Capital Wealth Management…

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VP Talent Strategy Ken Bouchard Reorgs HR Without Breaking It 36:43

7d ago36:43

36:43

Ken Bouchard, VP of Talent Strategy at BJ’s Wholesale Club, joins Rob to break down how he led a full-scale HR transformation—without losing sight of the business. From splitting strategic and ER functions, to killing off “HR vanity projects,” Ken explains how he restructured his team to be faster, sharper, and more aligned to outcomes. Plus, he sh…

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Greatest Hits - The Truth Behind Transition Deals 22:06

7d ago22:06

22:06

Topics covered include: -Why comparing payout percentages rarely tells the full story. -How custom pro formas cut through the noise and reveal the real net numbers. -The top mistakes advisors make when analyzing firm economics. -How a $100K difference can shrink fast when you factor in headcount, taxes, and firm fees. -What actually moves the needl…

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Talent, Tomatoes, and The Next Thousand Hires with Head of Global TA Trisha Degg 36:07

8d ago36:07

36:07

Trisha Degg joins Rob to unpack her zigzagging path through sales, HR, venture capital, and back to the hiring trenches as Head of Global TA at Rush Street Interactive. She shares how “Googling her way through HR” (pre-AI!) made her a sharper TA leader, why she hired a former recruiter to wrangle ATS chaos, and how her team is using AI to reverse-e…

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How AI Founders Built and Sold a Startup in 2 Years to Achieve Early Exit Success with Thomas Vose 43:53

8d ago43:53

43:53

Welcome to The Engine - Founders' Stories Podcast. Host Donna Owen is joined by Thomas Vose, founder of HireAra, a startup that uses AI to help recruiters format CVs. From a student project to a big tech acquisition, Tom talks about how he turned a simple idea into a fast-growing business and shares lessons on risk, teamwork, and the future of AI. …

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I never thought someone like me could be a financial planner! 51:04

9d ago51:04

51:04

Thinking about a career in financial planning? In this episode of Financial Planner Life, Miriam Murphy joins Sam Oakes to share her powerful career switch story, from Executive Assistant to qualified financial planner, with support from the St. James’s Place Academy. Miriam opens up about her early money mindset, paying off debt, buying a home, an…

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The Leadership Sessions: Why Top Performers Don’t Always Make Great Leaders with Jamie Pritchard 36:11

10d ago36:11

36:11

In this episode of The Leadership Sessions from NRG Insights, Marcus Nanson sits down with Jamie Pritchard, Managing Director at MS Lending Group, to explore what it really takes to move from a high-performing sales role into effective leadership. Drawing on over 25 years of experience in financial services, mortgage lending, and sales management, …

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How Your CRM Can Build Client Loyalty 14:11

14d ago14:11

14:11

Key takeaways include: -Why CRM data should go beyond KYC and track personal life events. -How small CRM details can make or break client trust. -The four-part CRM strategy Sue uses with advisor clients. -Real examples of how automation drives loyalty and referrals. -What to expect in a CRM consulting engagement with Elite and JEDI. Whether you're …

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Groq Head of Business Recruiting & DotConnect CEO Dom Farnan 26:52

13d ago26:52

26:52

TTTM welcomes back Dom Farnan, who shares her journey from being the CEO of DotConnect to her current role as Head of Business Recruiting at Groq. Dom discusses the challenges and learnings from her transition, the importance of communication in leadership, and the need for a tailored recruiting process that aligns with the company's values. She em…

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Limitless Growth: Building the Business You Want and the Life to Match 1:08:22

15d ago1:08:22

1:08:22

With Stephanie Bogan – Founder, Limitless Advisor Overview Stephanie Bogan, founder of Limitless Advisor, offers a glimpse into the advice and perspective she shares with advisors and business leaders in the wealth management world, focusing on mindset and methods, and their relationship to achieving one’s best business life. Listen in… > Download …

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Calling All OSJ's 23:18

14d ago23:18

23:18

Key highlights include: -Why every OSJ is claiming “growth support” - and how to prove yours is different. -The importance of building a defined support team, not just a friendly face. -The role of succession planning, niche services, and event programming in advisor attraction. -How to shift your firm from “we say we do this” to “here’s exactly ho…

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Restricted or IFA? What is best for my Financial Planning Career - with Wayne Griffiths from One Financial Solutions. 52:34

14d ago52:34

52:34

Wayne Griffiths | One Financial Solutions | Financial Planner Careers In this episode of the Financial Planner Life podcast, Sam Oakes sit down with Wayne Griffiths, Managing Partner at One Financial Solutions, to explore how he’s creating meaningful, supportive career paths for self-employed financial planners. We also dive into the ongoing debate…

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From Wrenches to Algorithms: How AI is Redefining Auto Repair 28:24

15d ago28:24

28:24

In this episode of The Gearbox Podcast, Jimmy Purdy sits down with Josh Overlander, Director of Business Development at Detect Auto, to explore how data and AI are revolutionizing the way independent repair shops do business. From identifying lost revenue opportunities to measuring real technician productivity in real time, Josh shares how Detect A…

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How Introvert Founders Succeed without Personal Branding in a Broken System with Luke Pilfold Thomas 49:27

15d ago49:27

49:27

Welcome to The Engine - Founders' Stories Podcast. Host Donna Owen chats with Luke P. (Luke Pilfold Thomas). He is an investor and board advisor at ProDataStack, an investor and NED at Dote and Talentloop, as well as the investor and co-founder of Aitemology. Additionally, he serves as the investor and chief strategy officer at Finity and a behind-…

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The Leadership Sessions: Building Teams, Trust and Toughness with Abi Pickford 41:53

19d ago41:53

41:53

In this episode of NRG Insights, Marcus kicks off our new series, The Leadership Sessions, where he speaks to the people building teams, leading from the front, and shaping the culture of financial services. This week, Marcus is joined by Abi Pickford, Intermediary Sales & Operations Director at Together. Abi’s worked across financial services for …

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Future-Proofing Your Tech Stack: What Advisors Need Now 22:59

21d ago22:59

22:59

Key Highlights: -Signs your current tech stack might be holding you back. -Why decentralized, stagnant systems are a red flag. -The importance of automation, integration, and mobile access. -What top-performing firms are using today (hint: Salesforce, AI, and more). -How to evaluate new tools without getting overwhelmed by vendor hype. -The hidden …

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Growth from Practice to Enterprise The Evolution of an Ex-Wirehouse Advisor’s $3B Business 47:02

23d ago47:02

47:02

With Joel Guth Founder and CEO, Gryphon Financial Partners Overview Joel Guth shares how stepping out from under the Hightower umbrella to become a fully independent RIA opened up a new world of opportunity for his firm Gryphon Financial Partners. He shares how that transition allows them to create a $3B firm designed around turning client problems…

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Greatest Hits - Ameriprise at IGNITE: A Live Conversation on Empowering Advisors and Driving Change 41:02

23d ago41:02

41:02

From creating meaningful advisor experiences to staying agile in a fast-moving industry, Brian shares his perspective from the top - and what it takes to lead with purpose. Tune in for behind-the-scenes insights from the IGNITE conference floor.By Frank LaRosa, Brian Mora

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Knowing When to Exit as a Founder, with Dimitar Stanimiroff 33:21

22d ago33:21

33:21

"Don't waste your chips on bad hands." Dimitar Stanimiroff has been through multiple exits, some successful, some painful shutdowns. He co-founded WePow(acquired) and Heresy (shut down after 3.5 years). His biggest financial return came from joining Stack Overflow, not founding his own company. In today's episode, I'm joined by Dimitar Stanimiroff,…

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CRM Automation Success in Recruitment for Non-Tech Founders to Scale Niche Firms with Holly Langley 48:53

23d ago48:53

48:53

Welcome to The Engine - Founders' Stories Podcast. Host Donna Owen chats with Holly Langley, founder of RE:STACK, a company helping recruiters get more from their tech. Holly shares how she went from nannying to leading a niche CRM consultancy. She talks about the power of saying no, building a strong team, and learning cash flow the hard way. With…

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Selling Your AEC Firm? Listen to this FIRST—Featuring Josh Lahre & Joe Smetona, AEC Advisors 57:15

23d ago57:15

57:15

Subscribe to the Bold Brand Show everywhere you get podcasts at https://boldbrand.show On today’s episode, we’re chatting with Josh Lahre and Joe Smetona Co-Founders & Partners at AEC Advisors. Josh Lahre Josh’s entire career has been dedicated to the AEC industry, advising clients on mergers & acquisitions, capitalization, internal stock valuation…

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Self-Employed Chartered Financial Planner with £10M AUM, By 26 - Lawrence Bearman from Westminster Wealth Management 48:05

24d ago48:05

48:05

From Admin to Self-Employed Financial Planner with £10M AUM by 26! In this episode of the Financial Planner Life Podcast, Sam Oakes sits down with Lawrence Bearman, a 26-year-old Chartered Financial Planner at Westminster Wealth Management who's gone from admin assistant to managing £10 million in assets, all within his first year of self-employmen…

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How to Be The BDM Brokers Want to Work With — with Dan Narwal 37:50

26d ago37:50

37:50

In this episode of NRG Insights, Marcus Nanson is joined by Dan Narwal, Business Development Manager at Together, to break down the real role of a BDM in specialist lending. Dan shares his full career journey — from working in mobile phone sales, to joining his family’s loan company, to underwriting, and then finding his place as a BDM. He offers c…

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Why Advisors Struggle with CRM Adoption - and How to Fix it 29:53

26d ago29:53

29:53

Highlights include: -Why the “decision-makers” are often not the “doers” - and how that derails success. -The importance of internal champions (and the risks of choosing the wrong one). -How to turn resistance into results with empathy, inclusion, and smart incentives. -JEDI's approach to change management and tech implementation that actually work…

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The Seamless Path to Independence: A Billion-Dollar RIA’s Evolution 52:03

30d ago52:03

52:03

With Tony Parr, Founding Partner of The Parr McKnight Wealth Management Group Overview Tony Parr shares the journey of Parr McKnight Wealth Management Group, a team that built their practice at Wells Fargo Private Client Group and leveraged the firm’s independent channels to achieve a “frictionless” launch of their RIA. Listen in… > Download a tran…

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Is PE Worth It? Don't Get Enamored By The Check 48:20

1M ago48:20

48:20

Key highlights include: -The difference between top-line and bottom-line deal structures, and what that means for your autonomy. -Why nimble capital from family offices might outperform “big name” PE firms. -What to ask before giving up equity, including the real cost of future clawbacks. -How the wrong deal can make you feel like a W-2 employee al…

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“Built a £60 million AUM Financial Planning Business After Surviving Cancer” A Foster Denovo Special 44:25

29d ago44:25

44:25

From Critical Illness to £60M Practice: Russell Cook’s Story of Resilience, Mindset and Career Growth at Foster Denovo In this special partnership episode of the Financial Planner Life podcast with Foster Denovo, we speak with Russell Cook — a senior partner, self-employed financial planner, and two-time survivor of life-threatening illness. Russel…

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From $25,000 TO 20 Million- A business journey 1:10:45

29d ago1:10:45

1:10:45

By Jimmy Purdy

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Rebuilding and Automating a Business From the Ground Up, with Tara Button 32:49

1M ago32:49

32:49

"I had to let everyone go and run the entire business myself." Tara Button's Buy Me Once had raised £3 million and grown to 14 staff. They were burning through cash faster than they could raise it. The choice: close the business completely or go solo with AI automation. The result? Q4 2024 revenue exceeded Q4 2023 (with the full team) and they made…

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SaaS Lessons for Founders to Rebuild After a Failed Launch Using the Power of User Data | Alexandra 42:04

1M ago42:04

42:04

Welcome to the Founder Stories Podcast. Host Donna Owen talks with Alexandra Chirica, founder of Recfindr, a new tech tool helping recruiters manage client deals better. From her early days in recruitment to starting a tech business, Alexandra shares her journey, why she pivoted her product, and how she raised funds as a solo founder. She opens up …

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Founding a Brokerage in Real Time with James McCudden and Sean Hirschle 38:42

1M ago38:42

38:42

In this episode of NRG Insights, Marcus Nanson sits down with James McCudden and Sean Hirschle, the co-founders of specialist mortgage brokerage Hirschle Hughes. They share the real story of leaving a large city brokerage to start their own business from scratch. James and Sean talk openly about the leap from employees to business owners, how they …

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Data-Driven Decision Making: Enhancing Client Relationships 44:50

1M ago44:50

44:50

Key Topics Covered: -How to score and segment your clients using real engagement metrics. -The difference between gut instinct and data-driven decisions. -CRM limitations and how to work around them. -Ways to use data to both increase and protect your revenue. -Why private equity firms and bankers are demanding better firm data. Whether you’re look…

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From Deal to Done: The Smooth Succession Timeline 29:20

1M ago29:20

29:20

Key Topics Covered: -What buyers can do to become “preferred” with intermediaries and sellers. -Timeline expectations from LOI to purchase agreement. -How financing, compliance, and legal factors can stall (or kill) deals. -Why CRM/data integration is often overlooked - but critical. -The power of clear workflows, automated systems, and back-end ea…

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From Council Estate to Financial Planning TV & Social Media Influencer! 51:18

1M ago51:18

51:18

In this episode of the Financial Planner Life podcast, host Sam Oakes reconnects with Emmanuel Asuquo, a leading financial planner, TV personality, and social media educator. Emmanuel was Sam’s second-ever guest when the podcast launched, making this a special full-circle conversation. They dive deep into Emmanuel’s journey from growing up on a cou…

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Bootstrapped & Booming: Elijah’s Journey From Pole-Barn Startup to High-Growth Auto Shop 1:01:06

1M ago1:01:06

1:01:06

Whether you’re a one-man shop dreaming bigger, or a multi-bay owner stuck in neutral, Elijah’s hard-won lessons on pricing, scheduling, and customer trust will help you shift from survival mode to booming business. Tune in to learn how a pole-barn passion project became a high-growth auto-repair force—and why your location, lift count, or local eco…

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The Secret to Enjoying Your Scale-Up Journey, with Nick Baker 30:01

1M ago30:01

30:01

Why You Can't Sustain What You Don't Enjoy Nick Baker left his successful consultancy after 25 years, burnt out from always being "on." He became a non-exec, convinced he'd never return to operational leadership. Then UK Padel came along, and he became CEO because he genuinely loved what they were building. The lesson? You can endure anything tempo…

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The Retirement Trap for Underserved UK Workers to Unlock Lost Pensions with Royden Greaves 53:17

1M ago53:17

53:17

Welcome to the Founder Stories Podcast. Host Donna Owen is joined by Royden Greaves, founder of Jarvis, a fintech company that helps people understand and manage their pensions. From his early days growing up in Montserrat to leading a tech startup, Royden shares his journey, his passion for financial education, and how Jarvis is making pensions ea…

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Redefining the Value of Business Development in the AEC Industries - Jay Sabatini, Swinerton 40:40

1M ago40:40

40:40

- Jay is the son of architect & started his career at Dekker/Perich/Sabatini - Data driven programming firm focused on Healthcare—Innova Group - International planning, urban design firm—Design Workshop - National A/E firm Page (now Stantec) - Now at a National Builder—Swinerton More on Swinerton - https://swinerton.com/ Connect with Jay - https://…

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How HR Can Lead AI Implementation with CHRO Einav Lavi 45:02

1M ago45:02

45:02

Show Notes & Key Takeaways Show Notes EnterpriseDB CHRO Einav Lavi shares how she transformed from finance instructor to business-focused HR leader by speaking the language of executives—revenue, costs, and ROI. She details challenging a COVID-era 20% layoff mandate with data-driven alternatives that saved nearly $1M, leading company-wide AI implem…

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Rising Stars: Smart Finance for a New Era with Glenn Franklin-Jones 27:26

1M ago27:26

27:26

In this episode of the NRG Insights: Rising Stars series, Marcus sits down with Glenn Franklin-Jones from Brickflow to talk about his unconventional journey through finance and the future of broking in a tech-driven world. Glenn’s story takes us from his first job as a cashier at Barclays to working in specialist finance, running his own business, …

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Making Your Data Work for You 21:10

1M ago21:10

21:10

Key highlights include: -Why most advisors pause when asked: “How is your data helping you make better decisions?” -The difference between basic CRMs and scalable platforms - and how to choose what’s right for you. -How automations and integrations can cut onboarding times from 15 minutes to 3. -The importance of a "Jedi Health Check" for your firm…