Solving Financial Advisors’ Organic Growth Problem with FINNY Founder Eden Ovadia
May 5, 2026 - 00:26:47
Radio and PodcastLive Radio & PodcastsBusiness
Rule #1: Be Someone Clients Want to Take a Phone Call From – With Creative Planning’s Jeff Stolper
Creative Planning has been trusted with more than $700 billion in client assets under management and advisement. A simple truth? That doesn’t happen by accident. Jeff Stolper – the firm’s Director of Financial Planning –...
About This Episode
Rule #1: Be Someone Clients Want to Take a Phone Call From – With Creative Planning’s Jeff Stolper is an episode from Simple, but Not Easy by Morningstar. Creative Planning has been trusted with more than $700 billion in client assets under...
Podcast
This episode belongs to Simple, but Not Easy.
Listen Online
Use the player on this page to stream the episode online.
Episode Details
Published May 26, 2026, 00:36:23 long, audio available.
Related Episodes
Continue listening to more episodes from Simple, but Not Easy.
Impacting One Million Lives with Savant Wealth CEO Brent Brodeski
Apr 20, 2026 - 01:10:35
Where Did the Small Caps Go?
Oct 30, 2025 - 00:31:57
Advisor–Client Relationships Are Stronger When Goals Come First
Sep 11, 2025 - 00:37:11
Morningstar Wealth’s Midyear Outlook—Where Is Opportunity Knocking?
Jul 23, 2025 - 00:54:17
International Stocks – A Portfolio’s Missing Piece?
Jun 18, 2025 - 00:36:19
Stay on Track Through Market Volatility—with Research, Not Reaction
May 20, 2025 - 00:43:23