HeyJaredThe Confident Advisor Practice Podcast
The Confident Advisor Practice Podcast is a production of the Horizon Advisor Network. Each episode will concentrate on topics relevant to the independent financial advisor.
- Indexed episodes, last 90 days
- 3
- Latest publication
- Sep 3, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 6, 2026
Latest episodes
Make It Rain, Solve the Pain: How Advisors Win High Net Worth Clients with One Simple Conversation (opens the original)
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Episode Summary In this episode, Adam Figura sits down with Derrick Kinney — a sought-after business growth expert, former top 1% financial planning firm owner, and USA Today and Wall Street Journal best-selling author — for a tactical conversation on why so many talented advisors get overlooked and how to fix it with the words they say. Derrick argues that high net worth clients view most advisors as interchangeable, and that the real differentiator isn't products or credentials but the ability
Selling the Experience: How Memorable Client Events Build Unshakable Trust (opens the original)
Build a Team, Not a Bottleneck: Scaling Beyond the Founder (opens the original)
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Episode Summary In this episode of the Confident Advisor Practice Podcast, host Adam Figura sits down with David Hefty, CEO of Credent Wealth Management, a fee-only RIA overseeing more than $4 billion in client assets across ten advisory teams. Drawing on a career that began when he and his wife Stacey opened their first firm at age 23, David explains why a founder-centric practice eventually caps an advisor's growth and how an intentional, team-based model breaks through that ceiling. The conve
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