The podcast
Transcripts, show notes, and episode guides.
Built for Advice goes inside the operations, culture, and strategy of financial firms. Each episode page carries the conversation itself plus the written record around it: show notes, an episode guide for firm leaders, and a transcript.
Hosted by Janice Diaz and Romaine Howard, with Claire Irvine joining as a co-host for Season 2.
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Season 1
Inside the Firm
Janice Diaz and Romaine Howard explore the work behind the advice, from operations and outsourcing to growth, technology, and the people holding firms together.
S1 E01
Inside the Machine
What happens when a firm wants to grow, but everything still depends on the person running it? Janice Diaz and Romaine Howard explore delegation, clear responsibilities, and the processes that help advisory firms move beyond their founder’s capacity.
Show notes: coming soonEpisode guideTranscript: coming soonOpen episode pageS1 E02
Human or AI? Why Experience Still Matters
Show notes: coming soonEpisode guide: coming soonTranscript: coming soonOpen episode pageS1 E03
The Invisible Operators Holding Firms Together
Show notes: coming soonEpisode guide: coming soonTranscript: coming soonOpen episode pageS1 E04
Outsourcing Isn't a Magic Wand
Show notes: coming soonEpisode guide: coming soonTranscript: coming soonOpen episode pageS1 E05
Leads Won't Fix a Broken Firm
Show notes: coming soonEpisode guide: coming soonTranscript: coming soonOpen episode pageS1 E06
Who Gets to Build the Future of Advice?
Show notes: coming soonEpisode guide: coming soonTranscript: coming soonOpen episode pageS1 E07
Who Invests in the People Behind the Advice?
Show notes: coming soonEpisode guide: coming soonTranscript: coming soonOpen episode pageS1 Bonus
Who's Advising the Advisors?
Show notes: coming soonEpisode guide: coming soonTranscript: coming soonOpen episode page
Season 2
Season 2
Janice Diaz, Romaine Howard, and Claire Irvine bring three perspectives to the structures behind financial advice: business development, operational delivery, and international advisor networks.
S2 E01
The Network Effect
Show notes: coming soonEpisode guide: coming soonTranscript: coming soonOpen episode pageS2 E02
The Hidden Infrastructure of Growth
Show notes: coming soonEpisode guide: coming soonTranscript: coming soonOpen episode page
A note on the written record
Show notes, guides, and transcripts are published alongside each episode as it goes live. Anything marked "coming soon" has not been published yet. These materials are industry discussion, not legal, regulatory, tax, investment, or compliance advice.