Industry veteran and CEO of HighTower Bob Oros digs into the evolution of the firm and the landscape at large in this podcast episode. Its an engaging conversation with a unique perspective on the momentum towards independence and thriving M&A market.

In part 2 of 2, Eric Poirier, CEO of Addepar, explores the ongoing role technology plays in the different stages of a business, as well as a firms valuation, and what independent firm owners need to consider as their businesses and clients evolve.

One of the industry's leading voices, Michael Kitces, joins Mindy to discuss the fundamental shifts in the wealth management industry, the leveling of the playing field and what advisors need to do to differentiate, compete and thrive.

Prospective breakaways often ask, How can an independent firm possibly compete on a technology level with the wirehouses? Eric Poirier, CEO of Addepar, joins the show to answer that question and explores the role of fintech in independence.

A conversation about the IBD model with Commonwealth Financial Network Managing Principal of Business Development, Andrew Daniels. Learn how the firm, 40 years in the making, has evolved, and how their model differs from others in the independent space.

Morgan Stanley breakaway Steve Schwarzbach, Founder and Managing Partner of $800mm RIA Icon Wealth Partners, shares how he and his partners free of the big firm agenda regained the power to define their firms culture and offer best-in-class product

Former Morgan Stanley advisor Margaret Dechant had a successful self-sufficient business at the firm with $2.5B under management. So, what drove her and her partners to breakaway, leave deferred compensation behind and form their own independent firm?

Louis Diamond takes over the mic to share actionable advice on succession planning for all advisors no matter your age, stage of your career, or whether youre seated at a wirehouse or are an independent business owner.

Chip Munn reminds us that breakaways do not always come from the wirehouses. He left regional broker dealer Hilliard Lyons for RJFS in 2016 in search of more freedom and flexibility to grow his business. And grow he did: from $300mm in AUM to $1.2B in jus

In a greatly expanded landscape, many independent models exist that provide varying levels of freedom and flexibility. Louis Diamond joins the episode to help identify, compare and contrast the 7 most popular options available to breakaway advisors.