Chris Blasi is the President of Neptune Global Holdings, LLC, a precious metals dealer and creator of the PMC Ounce, a precious metals composite which combines the four major metals into one investment product that offers the properties of an ETF,

After a couple of months of slowdown, Mergers & Acquisitions (“M&A”) are happening at record levels across the industry. As financial advisors think about ways to grow their business, they may want to consider M&A as one way to achieve benefits of scal...

Michael Nessim is the President of Kingswood U.S. and the CEO of Benchmark Advisory Services, LLC. He has been in the financial services industry for more than 24 years and had been involved with investment banking for the last 20 years.

Adhesion Wealth, Diamond Consultants, and Sanctuary Wealth are all well-known for their laser focus on providing customized solutions to support the widely varied business models and challenges faced by advisors who are looking to go or already have go...

Barrett Ayers from Adhesion Wealth and Clint Sorenson from WealthShield have both focused their businesses on providing outsource support and solutions that help financial advisors scale and do more for their clients while continuing to focus on what m...

Tony Stich is the chief operating officer at Advicent (you may know him as “Mr. Purple”). After seeing a drastic increase in clients making updates to their financial plans during the COVID-19 pandemic, his company took the unprecedented step of making...

Mark David is a nationally recognized sales and management consultant, author and executive coach. He created his latest book, The Gifted Leader, to inspire and support individuals to become the best leader they can be,

When you participate in videoconferences, you invite people into your home. Every element of the videoconference is revealing, so you need to make sure you prepare, position and present yourself as strongly as possible.

Nancy Hetrick became a Certified Divorce Financial Analyst (CDFA®) to help couples and individuals benefit from the lessons she learned while going through her own complicated divorce. In this episode of Power Your Advice,

IRIS Media Works is pleased to welcome Tom Wagner, our new Vice President of Business Development, to the team. In this special episode of Power Your Advice, Doug and Tom have a great conversation about trends Tom sees across the industry during the er...