[ad_1]
Even after six years of manufacturing this sequence, we’re nonetheless in awe of the extraordinary knowledge shared by the advisors, agency leaders, and business thought leaders who be part of us on the present. Nevertheless it’s the advisor interviews that listeners usually discover most fascinating and instructive.
It’s these advisors’ candid views on their private journeys that listeners discover compelling: From their expertise on liberating their companies from limitations to discovering extra freedom; to their secret sauce round progress and maximizing worth; and on to constructing companies the fitting means—offering a succession path and in the end, a legacy.
2023 proved to be the 12 months that advisors took a tough have a look at their companies and their companies with a long-term viewpoint. And so they requested themselves the robust questions, like:
- What steps ought to I be taking to maximise the worth of my enterprise?
- The place can I discover the liberty to run my enterprise the way in which I wish to?
- Are the agency’s administration and insurance policies negatively impacting my shoppers and my incomes potential?
- Why are revered colleagues leaving the agency?
- And, in the end, is that this agency the fitting place for my shoppers and enterprise for the long run?
So, we took on the annual activity of combing by means of every of a 12 months’s price of episodes to seek out one of the best recommendation out of your friends. Our purpose: To share a digest of relatable classes and actionable anecdotes from those that’ve walked the stroll—18 visitors who had been variety sufficient to lend their time and expertise.
But there are lots of extra superb visitors, unbelievable subjects, and relatable soundbites that we couldn’t embody on this digest. So you’ll want to meet up with your complete sequence on our web site, Apple Podcasts, or any main podcast platform.
Please be aware: This episode represents the primary episode during which we use our new name title. It’s a change that displays our dedication to offering the business’s most revered and goal content material on transitions, advisor progress and, after all, independence.
As Featured on this Episode:
- Scott Payments, Chief Government Officer, Associate, Nilsine Companions
- Matt Blocki, Founder and CEO, Equilibrium Wealth Advisors
- Matt Celenza, Founder and Managing Associate at Boulevard Household Wealth
- Chris Cooke, Cooke Monetary Group
- Andy Ferguson, founder and CEO of Proquility Non-public Wealth Companions
- Ghislain Gouraige, Associate, NewEdge Wealth
- Jonathan Hirtle, Government Chairman at Hirtle, Callaghan & Co.
- Marc Horner, Wealth Advisor and Founding father of Fairhaven Wealth Administration
- Leo Kelly, Founder and CEO, Verdence Capital Advisors
- Evan Mayer, Founder and CEO of Fortuna Wealth
- Shane Morrow, Managing Associate & CEO, IronBridge Wealth Counsel
- Matthew Murphy, CEO & Associate, Marble Wealth
- Michael Nathanson, CEO and Chair, The Colony Group
- Rory O’Hara, Founder and Senior Managing Associate Ausperity Non-public Wealth
- Jack Petersen, Managing Associate and Advisor at Summit Path Advisors
- Craig Savage, Associate, Wealth Advisor, William Blair
- Ray Sclafani, CEO and Founder, ClientWise
- Alan Zafran, Co-Chief Government Officer and Co-Founding Associate of IEQ Capital
[ad_2]
