Ex-UBS $5B advisors, Rob Sechan and Jeff Kobernick found that servicing their UHNW clients became difficult at the wirehouse and wanted more than other firms offered. So they built RIA NewEdge Wealth

Few in the financial services media that have the experience and name recognition of Bob Veresand less are as outspoken. He candidly discusses the advisory firm of the future, growth, client service, technology, and the role of financial advisors.

Special Episode: A panel of 3 breakaway advisors share the details of their journeysLori Siegel, founding partner, Centrix Wealth Partners; Michael Henley, founder & CEO, Brandywine Oak Private Wealth; and Terry Cook, CEO, Parcion Private Wealth.

Anders Jones discusses how Facet Wealths combination of a lower-asset client target, specially-designed technology, remote client services and unique subscription-based model is serving as a template for financial advice firms of the future.

For Dan Johnson and his multi-generational team at Merrill it became apparent they each had different goals and timelines. He discusses why they chose different paths, opting for independence over a r

Paul Saganeys 2016 decision to leave Lincoln Financial, build a multi-custodial hybrid RIA with LPL Financial and develop a CPA referral network has propelled the firm from $3.5B to $12B in 5 years. He shares how they achieved such growth and more.

Gerry Goldberg, of GYL Financial Synergies, joins the show to share why he felt Wells Fargo FiNet wasnt independent enough and how, as an RIA, his team tripled their assets and revenue, in partnership with Focus Financial Partners.

When it comes to building a strong business, nothing is better than a great partnership. Yet the shared mindset can change over time. Learn 10 questions to help determine if youve just hit a rocky patch or if breaking up may be the best path.

Ryan DeVore, of William Blair, joins the show to discuss the success of the boutique model, and talk about the amazing growth of the firm and how it compares to others like First Republic and Rockefel

Ex-UBS advisor Robert Harris felt that the firm no longer allowed his team to serve their clients best and greater potential existed elsewhere. His partner didnt agree. Its a common thread amongst many partnerships who reach this crossroads.