Podcast Episodes
Back to SearchGreatest Hits - Mastering the Art of M&A
Today’s Greatest Hits show highlights include:
*A breakdown of the industry trends that led to the formation of Elite Advisor Successions.
*The proce…
2 years, 1 month ago
Raymond James' Pathways for Advisor Growth
Episode 169
Key highlights from the discussion include:
*Perry's excitement about her new role and vision for enhancing advisor recruitment at Raymond James.
*In…
2 years, 1 month ago
Do You Have A Crystal Ball for Your Business?
Episode 168
Today’s show highlights include:
*The justification behind why KPI's are so important when it comes to having a successful practice.
*Why there is no…
2 years, 1 month ago
Adapting to Change: Essential Strategies for Advisor Success
Episode 167
Today’s show highlights include:
*What quickly growing advisors are doing differently that separates them from their peers.
*Why advisors who utilize…
2 years, 2 months ago
Hot Mic Discussion: A 9 to 5 is Part Time
Episode 166
Today’s show highlights include:
*Reevaluating the traditional 9 to 5 work week, and how one must begin to acknowledge that their goals will only be …
2 years, 2 months ago
Amidst Acquisition Chaos
Episode 165
Today’s show highlights include:
*The impact of ongoing acquisitions on independent financial advisors' sense of control over their businesses.
*Stra…
2 years, 2 months ago
Greatest Hits - Unlocking Success for Independent Advisors
Today’s show highlights include:
*The trend of more and more advisors moving from the W2 environment to the independent world, and what effects this i…
2 years, 2 months ago
Hot Mic Discussion: What’s Your Practice Actually Worth?
Episode 164
Today’s show highlights include:
*Distinguishing between inflated numbers and the genuine value of a practice in order to achieve leverage in negotia…
2 years, 2 months ago
Welcome to the Real World with Chris Shaw - Sanctuary Wealth
Episode 163
Today’s show highlights include:
*A breakdown of Chris Shaw’s versatile background across financial services, and how his passion for teaching others…
2 years, 3 months ago
Greatest Hits - The Power of Branding Series with Tina Beck, CMO - Elite Consulting Partners - Episode 2
Topics discussed during the episode include:
*How to use “who you are” to build your online presence.
*Why many advisors have been reluctant to persona…
2 years, 3 months ago