The Focused Advisor Podcast

Building An Enduring Independent Financial Advisor Practice

The Focused Advisor Podcast is a business podcast hosted by Unknown Host, with 22 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Unknown Host hosts The Focused Advisor Podcast, a business show with 22 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  The Focused Advisor Podcast

  Derrick Kinney

  Sep 16, 20251h 2mS0

  <p>Derrick Kinney is a Crowd-favorite speaker & storyteller helping advisors make more money + meaning.</p><p>He is a Former Top 1% Advisor, and has been featured on FOX, CNBC & top podcasts. </p><p>We delve into the art of effective communication and branding specifically for financial advisors. We talk about strategies to build trust and credibility with clients, enhance your personal brand, and communicate complex financial concepts with clarity and confidence. </p><p>These insights will help you stand out in a competitive market. </p><p><br></p><p>Connect w/ Derrick: </p><p>https://www.derrickkinney.com/</p><p>...

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  The Focused Advisor Podcast

  Don Connelly on Storytelling

  Jun 9, 202555 minS0

  <p>Summary</p><p><br></p><p>In this conversation, Ryan Ross and Don Connelly explore the significance of storytelling in financial advisory, emphasizing how effective communication can build trust and enhance client relationships. </p><p><br></p><p>They discuss the importance of understanding client emotions, the art of storytelling, and strategies for crisis communication. Connelly shares insights on avoiding burnout in the advisory profession and the necessity of simplicity and readability in communication. The discussion highlights the need for advisors to think long-term and to practice their storytelling skills to connect with clients effectively. In this conversation, Don...

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  The Focused Advisor Podcast

  Jake Robinson , Founding Partner of Roy Matlock Jr. Advisory

  Apr 30, 202556 minS0

  <p>What do acting, database marketing, and one of the biggest names in financial radio have in common?</p><p>Jake Robinson.</p><p>In this episode, I sit down with Jake—financial advisor, software builder, and behind-the-scenes catalyst for Dave Ramsey’s early radio career—to explore one of the most unconventional and compelling journeys in the advisory world.</p><p>Jake shares how a pizza shift turned into a speaking role in a Hollywood movie, and how that same performer’s mindset helped him build a top-producing office with over 50,000 clients and $1 billion AUM at its peak. We talk abo...

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  The Focused Advisor Podcast

  Victor Medina of Palante Wealth Advisors

  Feb 28, 202542 minS0

  <p>Victor Medina is aPresident & Founder at Palante Wealth Advisor. He is also the Founder of Medina Law Group which serves Palante Wealth Advisors exclusively. </p><p><br></p><p>Victor on Linkedin</p><p><br></p><p>CONTACT US TODAY:</p><p>Independent Financial Advisor Marketing</p><p>Website: https://ifamktg.com</p><p>Email: ryan@ifamktg.com</p><p>Phone: (973) 738 - 9308</p><p><br></p><p>FOLLOW US ON SOCIALS:</p><p>Facebook:   https://www.facebook.com/profile.php?id=61565896600772</p><p>LinkedIn:   https://www.linkedin.com/company/ifamktg/</p><p>Instagram:  https://www.instagram.com/ifa_mktg/</p>

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  The Focused Advisor Podcast

  Sam Shepler: Testimonials Work So Well They Were Banned.

  Feb 27, 202521 minS0

  <p>Sam Shepler is the CEO at Testimonial Hero. </p><p><br /></p><p><br /></p><p>CONTACT US TODAY:</p><p>Independent Financial Advisor Marketing</p><p>Website: https://ifamktg.com</p><p>Email: ryan@ifamktg.com</p><p>Phone: (973) 738 - 9308</p><p><br /></p><p>FOLLOW US ON SOCIALS:</p><p>Facebook:   https://www.facebook.com/profile.php?id=61565896600772</p><p>LinkedIn:   https://www.linkedin.com/company/ifamktg/</p><p>Instagram:  https://www.instagram.com/ifa_mktg/</p><p><br /></p>

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