Shane Morrow discusses leaving insurance-based independent broker/dealer, Lincoln Financial, and how his new firm, IronBridge Wealth Counsel, has thrived with Advisor Group's SagePoint Financial.
Leo Kelly, the founder and CEO of Verdence Capital Advisors, discusses life after Merrill and the choice to “breakaway” twice: first by joining Hightower and 5 years later by launching an RIA.
The president of Kestra Holding’s Bluespring Wealth Partners discusses the firm’s mission of acquiring independent wealth management practices, and shares his unique perspective and advice on M&A, independence, business ownership and more.
Jason Diamond provides a quick yet thorough education on the continually evolving independent space answering the questions that many advisor-clients ask during due diligence.
The leader of one of the top brokerage firms in the wealth management world, Andy Sieg, president of Merrill Lynch Wealth Management, joins the show for a candid one-on-one interview with Mindy Diamond.
An annual digest of 2022 commentary for financial advisors and business owners on topics including achieving autonomy, considering change, serving clients’ needs, succession, next gen, growth and more.
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.
