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Even after six years of manufacturing this collection, we’re nonetheless in awe of the extraordinary knowledge shared by the advisors, agency leaders, and business thought leaders who be a part of us on the present. Nevertheless it’s the advisor interviews that listeners usually discover most fascinating and instructive.
It’s these advisors’ candid views on their private journeys that listeners discover compelling: From their expertise on liberating their companies from limitations to discovering extra freedom; to their secret sauce round development and maximizing worth; and on to constructing companies the best means—offering a succession path and finally, a legacy.
2023 proved to be the 12 months that advisors took a tough take a look at their companies and their corporations with a long-term standpoint. And so they requested themselves the robust questions, like:
- What steps ought to I be taking to maximise the worth of my enterprise?
- The place can I discover the liberty to run my enterprise the best way I wish to?
- Are the agency’s administration and insurance policies negatively impacting my purchasers and my incomes potential?
- Why are revered colleagues leaving the agency?
- And, finally, is that this agency the best place for my purchasers and enterprise for the long run?
So, we took on the annual activity of combing by every of a 12 months’s price of episodes to search out one of the best recommendation out of your friends. Our objective: To share a digest of relatable classes and actionable anecdotes from those that’ve walked the stroll—18 friends who have been type sufficient to lend their time and expertise.
But there are lots of extra superb friends, unbelievable subjects, and relatable soundbites that we couldn’t embrace on this digest. So you should definitely meet up with the whole collection on our web site, Apple Podcasts, or any main podcast platform.
Please word: This episode represents the primary episode by which we use our new name identify. It’s a change that displays our dedication to offering the business’s most revered and goal content material on transitions, advisor development and, after all, independence.
As Featured on this Episode:
- Scott Payments, Chief Govt Officer, Accomplice, Nilsine Companions
- Matt Blocki, Founder and CEO, Equilibrium Wealth Advisors
- Matt Celenza, Founder and Managing Accomplice at Boulevard Household Wealth
- Chris Cooke, Cooke Monetary Group
- Andy Ferguson, founder and CEO of Proquility Non-public Wealth Companions
- Ghislain Gouraige, Accomplice, NewEdge Wealth
- Jonathan Hirtle, Govt Chairman at Hirtle, Callaghan & Co.
- Marc Horner, Wealth Advisor and Founding father of Fairhaven Wealth Administration
- Leo Kelly, Founder and CEO, Verdence Capital Advisors
- Evan Mayer, Founder and CEO of Fortuna Wealth
- Shane Morrow, Managing Accomplice & CEO, IronBridge Wealth Counsel
- Matthew Murphy, CEO & Accomplice, Marble Wealth
- Michael Nathanson, CEO and Chair, The Colony Group
- Rory O’Hara, Founder and Senior Managing Accomplice Ausperity Non-public Wealth
- Jack Petersen, Managing Accomplice and Advisor at Summit Path Advisors
- Craig Savage, Accomplice, Wealth Advisor, William Blair
- Ray Sclafani, CEO and Founder, ClientWise
- Alan Zafran, Co-Chief Govt Officer and Co-Founding Accomplice of IEQ Capital
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