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Profit & Practice

Profit & Practice

By: Max Holvik CFA
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Profit & Practice explores the business decisions that determine whether a wealth management firm thrives or struggles. Hosted by Max Holvik, CFA, a fractional CFO known as The Advisor's CFO, the show features conversations with RIA owners, operations leaders, M&A advisors, and the consultants and specialists helping advisory firms grow. If you run, manage, or advise a wealth management practice, this show is built for you.© 2026 Evius Group LLC Economics Leadership Management Management & Leadership
Episodes
  • Introducing Profit & Practice

    Introducing Profit & Practice
    Jul 22 2026

    Profit & Practice explores the business decisions that determine whether a wealth management firm thrives or struggles. Hosted by Max Holvik, CFA, also known as The Advisor's CFO. First episodes drop in August: follow now so they're waiting for you.
    www.TheAdvisorsCFO.com
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    1 min
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