The real intent of a succession plan is to “future-proof” a business: a strategic guide that builds on the leader’s vision, sustainable scale and continual growth. Mindy and Louis Diamond share 7 lessons learned in their succession planning journey.

The goal of succession planning is to future-proof the business, developing a strategic guide built upon the leaders vision, sustainable scale and continual growth for the future of the firm. Mindy and Louis Diamond share key lessons from their success

How did Buckingham Wealth Partners become a $50B+ mega-RIA enterprise? CEO Adam Birenbaum shares his M&A strategy, the role of an investment partner, plus advice for prospective breakaways and independent advisors, dealmaking red flags and much more.

As a wirehouse advisor, Terry Cook found it became too difficult at UBS to meet the increasing demands of his high net worth clients. The only way to act as a true fiduciary meant "taking the ankle weights off" by making the leap to independence.

Advice from the top 10 independent advisors featured in 2020, a special episode representing the 100th in this podcast series for financial advisors. Its a distillation of key commentary that answers the threshold question: Why independence?

In a year nobody could have predicted, financial advisors are reporting the best years of their careers and we're seeing the greatest amount of movement in a decade. Mindy Diamond explores that phenomenon, plus reveals 10 emerging trends for 2021 destined

Jon Kuttin reveals how he built a $2.4B independent practice on the Ameriprise Financial platforma strategy that includes a unique referral engine, the decision to transition from a client-facing advisor to CEO, plus great mentors and hard work.

Former Merrill Lynch Resident Director Melissa Bouchillon shares what it takes for an RD to consider independence, Merrills push to sell bank products, how they compensated a partner who signed onto CTP, why they chose Focus Financial and more.

20 years ago, CAPTRUST launched with just $2.5mm in revenue and $400mm AUA. Today the firm reports $400B AUA and a valuation of $1.25B. Rush Benton discusses the firms growth methodology in an episode that demonstrates the potential of independence.

In part 2 of 2, Mark Sear and David Hou pick up where their story left off after the 2008 break from Merrill, the sale of their RIA Luminous Capital to First Republic in 2012, and their decision to go back to independence as RIA Evoke Advisors.