Listen in for an insightful and revealing look into advisors’ minds and what really makes them happy, based on data from the latest Kitces survey.

John Bowen describes the research from his team at CEG Worldwide regarding what high-net-worth clients want most from their advisors.

What motivated the founders of Holistic Planning to leave Edward Jones after more than four decades? They discuss their thought process, the transition and the growth opportunities they are now experiencing.

Dan Seivert of ECHELON Partners offers perspective to help advisors better understand their business’s value drivers and how to maximize each, even if you aren’t interested in going independent or selling your business.

Bob Thornton and Megan Whalen candidly discuss the fallout from First Republic Bank and building a new RIA backed by private equity firm Summit Partners.

Former UBS advisor Barry Mitchell discusses why he messed with success in the quintessential narrative for financial advisors around how to think about change, due diligence, the transition process and more.

What does it take to thrive in the ultra-competitive wealth management world? Gary Furukawa and Erik Morgan of Freestone Capital share how their success is driven by creating unique solutions around serving clients, training their team, building...