Podcast Episodes
Back to SearchThe Valuation Playbook: Ted Jenkin on the Metrics and Mistakes That Matter
Season 1 Episode 314
What drives valuations—and what mistakes kill deals? M&A advisor Ted Jenkin joins Louis Diamond to share practical insights on maximizing value, understanding multiples, avoiding seller pitfalls, and…
Published on 2 months, 2 weeks ago
From $125mm to $700mm: A Story of Growth and Grit in the Independent Broker Dealer Space
Season 1 Episode 314
Brett Oley and Ryan Kinser demonstrate how the power of friendship and a shared focus on the client contributed to their early success in making the leap from UBS to Raymond James, building a growing…
Published on 2 months, 3 weeks ago
Who’s in Control: The Advisor or The Firm? A Special Industry Update
Season 1 Episode 312
The ultimate survival guide for employee advisors, offering essential advice on navigating the realities of control. Learn actionable points to consider should you find yourself dealing with the impa…
Published on 2 months, 4 weeks ago
Ex-Merrill Leader’s Vision Comes to Fruition: John Thiel on Making the Advisor “The Value Proposition”
Season 1 Episode 311
John Thiel offers a unique perspective on the evolution of the wealth management industry and his former leadership role at Merrill. Plus, he shares how his new independent firm, Indivisible Partners…
Published on 3 months ago
What It Really Takes to Become a Multi-Million-Dollar Producer: Author and Coach Dave Mullen’s Powerful and Proven Strategies
Season 1 Episode 310
In an episode that serves as a free coaching session on the key techniques that the most successful advisors use to build and grow their practices, Dave shares proven strategies honed from his tenure…
Published on 3 months, 1 week ago
Activating Plan B: Wirehouse Breakaways Build a Legacy Family Wealth Office
Season 1 Episode 309
Trent Leyda and Kay Campione offer a unique perspective on their time at Morgan Stanley, how it had come to diverge from their vision of building a family office they would entrust with their own fam…
Published on 3 months, 2 weeks ago
If You Build It, Will They Buy It? A Special Industry Update on M&A
Season 1 Episode 308
A download on M&A for the advisor who has an interest in building a business designed to be an attractive prospect for sale at maximum enterprise value. Identifies options to consider, the risks, and…
Published on 3 months, 3 weeks ago
The Canadian Wealth Management Perspective: One-on-One with the CEO of $35B Wellington-Altus
Season 1 Episode 307
Shaun Hauser offers a unique perspective on how our northern neighbors perceive the wealth management industry, drawing comparisons to practices and firms in the US, and providing insights into creat…
Published on 4 months ago
The Buck Starts Here: Ex-Edward Jones Advisor on His Leap to Independence
Season 1 Episode 306
Glenn Israel reached a point where he recognized that, as an employee, he was limited in his ability to serve clients and grow his business. So he left Edward Jones to launch GFI Wealth Partners and …
Published on 4 months, 1 week ago
Michael Kitces on the Secrets to Accelerating Growth and Maximizing Efficiency
Season 1 Episode 305
The industry thought leader shares insights on the factors that impact efficiency and growth, citing research from his latest Productivity study, and weighs in on launching a firm, building a team, t…
Published on 4 months, 2 weeks ago