An annual digest of the 2022 seasons most ground-breaking commentary for financial advisors and business owners on topics including autonomy, change, clients needs, succession, next gens, growth, and much more.

In an annual review for financial advisors, Mindy Diamond and Louis Diamond look at the past years activity and discuss developing trends that are destined to drive change for 2023, including recruiting, deals, M&A, and much more.

Erin Botsford of The Advisor Authority offers success secrets for financial advisors and business owners on how to build and grow a business, designed for scale, succession, and to be attractive to acquirers.

After 45 years at Wells Fargo and their predecessors, Larry Boggs left the wirehouse to build independent firm Boggs & Company with a team that includes 3 of his daughters. Larry discusses family, legacy, business ownership, and more.

Jerry Davidse discusses his transition from Merrill to building RIA firm Presilium Private Wealth with partner Brook Hart, gaining the freedom to communicate and create an exceptional experience for their clients.

Steward Partners CEO and founding partner Jim Gold revisits the series to provide an update on the firm. He discusses their evolution and growth, the Goldman Sachs custodial platform, and more.

Self-described homegrown Merrill advisors Chad Goodchild and Jacob Schlicht share the drivers behind their choice to leave Merrill to launch independent firm Kickstand Wealth Advisors with support from TruClarity.

A podcast that started 5 years ago exploring independence for financial advisors evolved to offer a wide range of topics and guests from throughout the wealth management industry. This special episode explores the most popular themes.

Mike Durso, CEO of Shorehaven Wealth Partners, discusses his leap from employee to breakaway to leader, how bringing his diverse experience and institutional knowledge to the family business informed the decision to go independent, more.

Jeff Boudjouk on UBS termination, expungement, and a new life as independent firm Northeast Investment Group.