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Cetera CEO Mike Durbin on the Future of Independent Financial Advisors
Episode 256
From there, the conversation turns to what advisors actually experience on the ground: Cetera’s unique ownership with Genstar and the benefits of a “…
5 months, 1 week ago
M&A Outlook 2026: Dual Monetization, PE Pitfalls & What Advisors Need to Know
Episode 255
This conversation covers:
-Why M&A activity has accelerated in 2025 - and why 2026 may be even bigger.
-The growing appeal of dual monetization for adv…
5 months, 1 week ago
Marketing Vs. Branding: What Advisors Get Wrong
Episode 254
This conversation covers:
-What branding really means for financial advisors
-How marketing supports your brand—and why they’re not interchangeable
-Whe…
5 months, 2 weeks ago
Listening, Engaging, Converting: Social CRM In Action
Episode 253
Show highlights include:
00:00 – Intro
01:10 – Insights vs. Actionable Insights
05:28 – Understanding Social CRM & Platform Integration
09:31 – Buildin…
5 months, 2 weeks ago
You Don’t Know What You’re Saying No To – with Brian Mora
Episode 252
Frank and Brian also dig into:
• The pivotal 2005 spin-off from American Express - and what it unlocked for advisors.
• Why it’s “all about how much yo…
5 months, 3 weeks ago
Can Financial Advisors Really Trust Generative AI?
Episode 251
Listen now to learn:
00:00 – Intro:
02:35 – What Is Generative AI (Really)?
06:04 – Compliance Concerns & Data Privacy:
14:20 – Can You Trust AI to Run Y…
5 months, 3 weeks ago
250th EPISODE SPECIAL | The Biggest Lesson's Advisors Never Learn
Episode 250
Chapters:
00:00 – Intro
01:03 – Lessons from 250 Episodes
22:54 – The Mythbuster Mentality
23:26 – Authenticity, Evolution, and Advisor Education
31:29 – …
6 months ago
HOT MIC: The Truth Hurts - Why Discomfort Drives Growth
In this quick-hit discussion, the two dive into:
-Why most leaders are too busy “working in” their business to actually work on it.
-How great coaches …
6 months ago
Unlocking Hidden Value: How Financial Advisors Can Leverage Investment Banking (Part 3)
Episode 249
Across the conversation, the panel digs into:
• What IBex (Institute for Business Owner Excellence) and the Masterclass actually teach - and how “lear…
6 months, 1 week ago
Unlocking Hidden Value: How Financial Advisors Can Leverage Investment Banking – with Ken Grider of Raymond James (Part 2)
Episode 248
Key Chapters
0:00 –From concept to execution of Raymond James’ advisor-banker model
3:45 – The IBex program: turning education into action
8:20 – The Ma…
6 months, 1 week ago