ea5e2283-d4fe-5123-a73e-720fbb85fcb4Thu, 01 Oct 2026 20:42:38 +0000Captivate.fmAndrew Ricehttps://artwork.captivate.fm/31320a65-fcd4-4c57-8265-b74c3f79b5e3/AUM-Podcast-Thumb-3.jpgAndrew RiceAndrew RiceJoin us as we interview top professionals, thought leaders, and wealth experts to unpack real-world strategies, industry trends, and actionable guidance whether you’re building a practice or building your wealth.https://the-advisorup-podcast.captivate.fmfalseepisodicnopodcastWhy Data Beats Emotion in Investing: Sean TepperSean Tepper, Founder and CEO of Tykr, shares how he turned a personal stock-picking spreadsheet into a global investing platform, why confidence matters more than complexity, and how data, transparency, and process are changing the way investors make decisions.

]]>Sean Tepper, Founder and CEO of Tykr, shares how he turned a personal stock-picking spreadsheet into a global investing platform, why confidence matters more than complexity, and how data, transparency, and process are changing the way investors make decisions.

]]>e75d0003-1a1e-45ba-91e4-fa6fd7d5b094Thu, 01 Oct 2026 15:50:00 -040030:15falsefull66Building a Help-First Wealth Management Firm: Brian LloydBrian Lloyd, Founder and CEO of Painted Porch Advisors, shares how his help-first approach built a $630 million firm, what real client partnerships look like, and how nearly two decades in the industry have shaped what clients need most from their advisors.

]]>Brian Lloyd, Founder and CEO of Painted Porch Advisors, shares how his help-first approach built a $630 million firm, what real client partnerships look like, and how nearly two decades in the industry have shaped what clients need most from their advisors.

]]>909a0488-5a82-4b8d-86f9-2ec6a62cde67Thu, 24 Sep 2026 12:30:00 -040018:22falsefull55What It Really Takes to Sell a Practice: Dave DahlerDave Dahler, Managing Partner at JW Advisory, shares insights on how the dental practice sales landscape has evolved beyond the traditional doctor-to-doctor model, along with strategies for evaluating DSO/DPO offers, protecting real estate value, and timing an exit for maximum leverage.

]]>Dave Dahler, Managing Partner at JW Advisory, shares insights on how the dental practice sales landscape has evolved beyond the traditional doctor-to-doctor model, along with strategies for evaluating DSO/DPO offers, protecting real estate value, and timing an exit for maximum leverage.

]]>8fa87e97-adfd-4214-92e7-e53966757a82Wed, 16 Sep 2026 09:30:00 -040039:59falsefull44Why Operations Beat Investment Performance in Advisory Firms: Ryan DauRyan Dau, Founder and CEO of reframeRIA, shares insights on why operational excellence, not investment performance, is the real driver of success for financial advisors, along with strategies for simplifying systems, finding a niche, and building proactive client service into the practice.

]]>Ryan Dau, Founder and CEO of reframeRIA, shares insights on why operational excellence, not investment performance, is the real driver of success for financial advisors, along with strategies for simplifying systems, finding a niche, and building proactive client service into the practice.

]]>69f70ca2-567b-4d68-99ab-aefb4bb5ca0cThu, 10 Sep 2026 14:30:00 -040030:55falsefull33Navigating the Future of Financial Advisory: Andrew HeussAndrew Heuss, Director of Strategic Growth at Continuum Wealth Advisors, shares insights on industry trends, the impact of AI, and strategies for growth in the evolving financial advisory landscape.

]]>Andrew Heuss, Director of Strategic Growth at Continuum Wealth Advisors, shares insights on industry trends, the impact of AI, and strategies for growth in the evolving financial advisory landscape.

]]>151128d1-96c4-4307-ada3-7a174f9d6f50Thu, 03 Sep 2026 12:30:00 -040025:52falsefull22Retiring with a Raise: Matthew AugspurgerDiscover how a seasoned financial advisor, Matthew Augspurger, combines life lessons and industry expertise to help clients retire confidently with a raise. From navigating uncertainties to simplifying complex financial strategies, this episode dives deep into meaningful planning principles.

]]>Discover how a seasoned financial advisor, Matthew Augspurger, combines life lessons and industry expertise to help clients retire confidently with a raise. From navigating uncertainties to simplifying complex financial strategies, this episode dives deep into meaningful planning principles.

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