Max Holvik, CFA

Profit & Practice

Profit & Practice
4
Episodes
Management, Business, Entrepreneurship
Categories
English
Language
2026-08-27 12:15:00
Published

What's This Podcast
About?

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.

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Podcast Copyright

© 2026 Evius Group LLC

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Profit & Practice
Max Holvik, CFA
Max Holvik, CFA