The author, founder and CEO of The Advisor Authority offers success secrets for financial advisors and business owners on how to build and grow a self-sustaining business, designed for scale, succession, and to be attractive to acquirers.
After 45 years at Wells Fargo and their predecessors, Larry Boggs left the wirehouse to build independent firm Boggs & Company with a team that includes three of his daughters. Larry discusses the value of family, legacy, business ownership...
Steward Partners CEO and founding partner Jim Gold revisits the series to discuss the firm's evolution and growth, plus being the first to sign on to the Goldman Sachs custodial platform, and more.
Self-described “homegrown Merrill” advisors Chad Goodchild and Jacob Schlicht share the drivers behind their choice to leave Merrill to launch independent firm Kickstand Wealth Advisors.
In this special episode celebrating the fifth anniversary of the podcast, Mindy Diamond and Louis Diamond explore the most popular themes for financial advisors and independent business owners.
Mike Durso, CEO of Shorehaven Wealth Partners, shares how bringing his diverse experience and institutional knowledge to the family business informed their decision to go independent and their vision to build a legacy.
Jeff Boudjouk shares his harrowing journey and how he and his partner Anthony Landi found a new home in independence with Kestra Private Wealth Services as Northeast Investment Group.
NCA Financial Planners' Kevin Myeroff discusses his thought process around succession and why he ultimately chose to sell his firm to Sequoia Financial.
This episode looks at the buy-side perspective of M&A, the attributes needed to become an attractive acquirer, the characteristics of prospective targets and more.
