Longview Financial Advisors President Jessica Hovis Smith details the succession plan she oversaw to transition ownership of two merged lifestyle practices into a single employee-owned, multigenerational firm.
CandorPath Financial's John Kennedy explains how he and his partner have implemented Gino Wickman's Entrepreneurial Operating System as a framework to rapidly scale up their ensemble practice.
The Financial Gym's Shannon McLay talks about how she and her firm's "trainers" help clients with traditional financial planning services around budgeting, saving, debt management and financial literacy.
Bogart Wealth CEO James Bogart explains how his firm nearly doubled its AUM since the start of the pandemic by hosting online educational webinars for clients.
AdvisorRoadMap's Bill Bachrach describes the repeatable process he uses to put a client’s values and goals at the center of the financial planning conversation.
Thomas Gau describes the way he translates abstract financial planning strategies into very concrete and practical terms that he can communicate to his retiree niche clientele.
Deliberate Finances' Ryan Frailich discusses how he built his RIA to help people in their 20s, 30s and 40s regardless of whether or not they have liquid assets that need managing.
Margaret Dechant, CEO of 6 Meridian, explains the reasoning behind the firm's decision to go fully independent instead of using one of the popular breakaway broker support platforms.
Sweet Financial's Brittany Anderson describes the firm's business development and marketing strategies, as well as how she went from a client service associate just out of college to now president and co-owner.
