The affiliation channel slide has become a common path for many employee advisors seeking independence. Jason Andrews and Ross Bauer of Merritt Point Wealth Advisors share a story demonstrating how their transition from Wells Fargo PCG to FiNet resulted

Industry coach John Bowen demonstrates how building and fostering the development of your Dream Team can be the game changer your business is waiting for. Its an episode that serves as a free coaching session with actionable advice for employee advisor

Using the Diamond Consultants trademark data-driven analysis and insights on recruiting and deals, Louis and Jason Diamond share a state of the recruiting industry report for the first half of 2024, with perspectives on what to expect for the rest of th

Matt Brown discusses the founding of CAIS and his vision to democratize alternatives (alts) investing and open up access to firms of all sizes. He shares how technology helped transform the independent space and provides an extraordinary growth engine for

The first breakaway team to join Beacon Pointe Advisors offers a perspective on change at the wirehouses, the value of being a true fiduciary, the responsibility to a client and advisors business on serving an expanding list of client needs, taking a lon

Succession and monetization are hot topics for advisors in every model. LPL Financials Liquidity and Succession program representatives discuss what advisors, independent business owners, and next gens need to consider as they grow their businesses and e

Jeff Brown wore many hats in his career as he transitioned his book of business from the wirehouses to independence. Yet a nagging what if feeling inspired him to conduct strategic due diligence, leading him first to sell a minority stake in his busines

Duncan MacPherson from Pareto Systems offers actionable advice for financial advisors looking to unlock greater value in all that they do to build their business. Its like having a free session on growth with one of the best coaches in the business.

Dustin Cali and Daniel Ventura of Praetego Private Wealth broke away to: Build a business designed for the future, poised for growth and scale, with the freedom to serve clients unique needs.

Expert industry attorney Corey Kupfer offers advice to all advisors, whether considering change or not, including perspectives on contractual obligations and potential landmines one might encounter in a move, plus how to prepare your business for change,