Wealthies Circle Podcast: When Planners Fail to Plan

Oct 28, 2022

In the first episode of this relaunched series, industry leaders discuss how the lack of succession planning among advisors is creating issues for them and their clients.

Sheryl Hickerson on the State of Women in Finance

Oct 27, 2022

Sheryl Hickerson, chief executive officer of Females & Finance, shares how companies can move past “box checking” to truly become more welcoming to women.

Mindy Diamond on Independence: Ex-Wirehouse Advisor on Taking Over the Reins of the Family Business

Oct 27, 2022

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.

The First Step to More Aﬄuent Clients

Oct 20, 2022

Your mindset is the foundation to success.

Mindy Diamond on Independence: A Former $350M UBS Advisor on His Journey From Termination to Expungement to Independence

Oct 20, 2022

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.

The Healthy Advisor: Reflecting on a Life Well-Lived, Yet Not Without Tragedy

Oct 19, 2022

With age, comes wisdom. And with 83 years on this Earth, advisor Joseph R. Biondo has a lot to share about life, tragedy and the pursuit of happiness.

Five Strategies to Overcome the Financial Advisor Shortage

Oct 19, 2022

Amid the Gray Resignation, these steps will help advisory firms recruit and retain fresh talent.

Terminating a Note Early: When the Pain of Staying Outweighs the Cost of Leaving

Oct 14, 2022

When an advisor signs a recruiting deal, the firm is making an investment in that individual, and the advisor is signifying the intent to make good on the firm’s investment. But situations change over time. Is there a way out?

Four Real Deal Leadership Traits

Oct 13, 2022

Say what you’re going to do and do what you say. And do it well.

Mindy Diamond on Independence: What Made Selling the Right Path for This $2B Firm

Oct 13, 2022

NCA Financial Planners' Kevin Myeroff discusses his thought process around succession and why he ultimately chose to sell his firm to Sequoia Financial.