Podcast Episodes
Back to SearchEx-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 4 months, 3 weeks 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 5 months 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 5 months, 1 week 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 5 months, 2 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 5 months, 3 weeks 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 5 months, 4 weeks 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 6 months ago
“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 6 months, 1 week 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 6 months, 2 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 6 months, 2 weeks ago