Podcast Episodes
Back to Search“The Least Boring CPA” on How Tax Planning Can Add Value to Clients and Your Business
Season 1 Episode 304
Steven Jarvis, the founder and CEO of Tax Retirement Services, offers advice on how a CPA can help increase the growth and enterprise value of an advisor’s business by providing tax planning strategi…
Published on 4 months, 3 weeks ago
LPL’s Acquisition of Commonwealth and What it Means for Advisors and the Industry
Season 1 Episode 302
LPL Financial, the largest independent broker dealer, is set to acquire Commonwealth Financial Network. Louis Diamond shares a perspective for Commonwealth advisors and LPL advisors alike and what th…
Published on 4 months, 4 weeks ago
The Leap from IBD to RIA: Unpacking a $700mm to $1.7B Growth Story
Season 2 Episode 302
Scott Pinkerton of FourThought Private Wealth offers a perspective on outgrowing the independent broker dealer model, transitioning to an independent RIA, and the extraordinary growth realized as a r…
Published on 5 months ago
The Annual Update on Advisor Transitions and Deals: 2024 Edition
Season 1 Episode 301
In this companion guide to the annual Advisor Transition Report, Jason Diamond and Louis Diamond share key findings and post-publication insights from the annual state of the industry, with updates o…
Published on 5 months, 1 week ago
Crafting the Perfect Employer Value Proposition: The Key to Attracting and Retaining Top Talent
Season 3 Episode 300
A special episode designed for firms with their sights set on enhancing recruiting efforts and advisors looking to attract new team members, offering the steps to craft an effective Employer Value Pr…
Published on 5 months, 2 weeks ago
Up Close with Rich Steinmeier: LPL’s CEO on the Transformation of a $1.8T Company
Season 1 Episode 299
Rich Steinmeier offers a candid perspective of LPL’s journey and how the founding core principles remain a pillar of the business today, even as evolutionary changes have made it one of the hottest f…
Published on 5 months, 3 weeks ago
Beyond the Broker Dealer: Next Gen Sheds Light on Their Evolution to RIA
Episode 298
Gideon Drucker shares a multi-generational growth story, evolving from the insurance world, to independent broker dealer HTK, and most recently, to fully independent as an RIA. Now CEO, Gideon shares…
Published on 6 months ago
Friends & Fiduciaries: College Roommates Leave Their Series 7s Behind to Build an Independent Business
Season 1 Episode 296
Chris Griffith and Henry Wheelwright, rising stars in the wirehouse world, share their growth story and motivations to leave Morgan Stanley and launch their own independent firm on the Goldman Sachs …
Published on 6 months, 1 week ago
The Lifecycle of a Billion Dollar Business: Build at a Broker Dealer, Grow as an RIA, then Sell
Season 1 Episode 296
Bryan Sweet of Sweet Financial Partners shares the ultimate independent business growth story, starting with 32 years under the Raymond James BD umbrella, then as an RIA, and most recently selling to…
Published on 6 months, 2 weeks ago
What’s on the Minds of Elite Advisors and Teams? A Special Industry Update
Season 1 Episode 295
What drives the industry’s top advisors and teams? This special episode with Jason and Mindy Diamond explores the traits that drive their success, as well as the challenges they face.
Published on 6 months, 3 weeks ago