
Joel Miller’s goal as a financial advisor is to help his clients stop worrying about their money so they can focus on what matters most. The CFP shares how he built a comprehensive practice that takes stress off his clients’...

Hear the stories that don’t make it into pitch decks, and where advisors build trust through authenticity and heart.
Real stories from real advisors, no fluff or jargon.
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Engaging discussions with top financial advisors





Engaging discussions with top financial advisors

Joel Miller’s goal as a financial advisor is to help his clients stop worrying about their money so they can focus on what matters most. The CFP shares how he built a comprehensive practice that takes stress off his clients’...

“Being featured on the IVB Podcast connected me with the new clients and helped grow my practice.”
Senior Financial Advisor, Private Wealth
Senior Financial Advisor, Private Wealth
Senior Financial Advisor, Private Wealth

The Invested Better Podcast is for investors looking to establish a deeper connection with their financial advisors and for advisors seeking to build trust and visibility by sharing their authentic journeys.
Each episode dives into the advisor's approach, their journey into the field, personal philosophy, and real client stories. From retirement planning to investment strategies and personal finance tips, we cover it all.
We're launching our first season soon. Sign up to be the first to know when new episodes drop and get early access to the lineup.
Episodes will be available on Spotify, Apple Podcasts, and right here on the IVB website. Each episode will also include show notes and advisor links for easy follow-up.
We're always looking for passionate, client-focused advisors to feature. Scroll up and click "Apply to Be a Guest" to submit your interest. We'll follow up with details on the process and next steps.
No, there's no fee. Our goal is to spotlight advisors who are doing meaningful work. There's no pay-to-play - we simply ask that you show up authentically and share your story.
Absolutely! If you connect with an advisor you hear on the podcast, we'll provide a link to their IVB profile so you can explore working together. We also offer a matching quiz if you're not sure where to begin.
We look for advisors who lead with empathy, transparency, and a genuine passion for helping others. If that sounds like you, we'd love to hear from you.