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Podcast

For Financial Advisors

2021’s 10 Most Valuable Lessons from Advisors and Business Owners

Posted by Mindy Diamond

Key insights shared by some of the top independent advisor interviews curated from the last 12-months of the series.

Overview

Key insights shared by recent breakaway advisors and independent business owners curated from the 2021 season of the podcast series for financial advisors. Topics include why they chose independence, motivations to change, impact to clients and more.

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About this episode…

2021’s 10 Most Valuable Lessons from Advisors and Business Owners Key insights shared by some of the top independent advisor interviews curated from the last 12-months of the series

For many advisors and business owners, 2021 was a year to remember. Despite a pandemic that refused to morph into a memory, record breaking revenues in the wealth management industry prompted a positive outlook amongst many—and served as proof that with creativity, initiative and determination you can move forward.

In the 46 episodes that we launched in 2021, all those exceptional qualities and many others were demonstrated by our guests, the breakaway advisors in particular.

In each of their individual conversations, a common thread weaved a story line throughout: That is, the desire to serve clients to the very best of their abilities—and the “pull” or strong attraction towards something better.

Most expressed the need for greater control and to remove any possible limitations and conflicts—and to give them unrestrained ability to do more for clients.

And several of our guests even left the big firms they built their businesses in amidst a global health crisis to achieve their goals.

In this annual digest of some of our best interviews of the year, we take a step back to glean the key lessons candidly shared by advisors who demonstrated unstoppable determination and whose stories contained valuable and relatable lessons for all, including:

  • What motivated them to consider – and ultimately – make a change.
  • Why they chose independence—and the model or options that aligned best with their goals.
  • Whether they are able to achieve all they set out to—that is, to serve their clients and grow their businesses without limitation.
  • What ultra- and high net worth clients really want from their advisors—and what can they do differently for clients in independence.
  • And much more…

The 2021 Most Valuable Lessons come from a distinguished roster of recent breakaways and seasoned business owners:

Rob Sechan, Managing Partner and Co-Founder, NewEdge Wealth

Gerry Goldberg, CEO and co-Founder, GYL Financial Synergies

Andy Schwartz, CFP®, Principal, Bleakley Financial Group

Brett Gilliland, Founder and Chief Executive Officer, Visionary Wealth Advisors

Matt Kilgroe, President/CEO, Cyndeo Wealth Partners

Dan Johnson, President & CEO, Birchcreek Wealth Management

Bryan Garris, Managing Partner, TriaGen Wealth Management

Ahmie Baum, Founder and CEO, Interchange Capital Partners

It’s a “best of the best” show—a single episode that offers key insights from the 2021 season of one of the top podcasts for financial advisors.

Also available on your favorite podcast app and other media sites

                            

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About Mindy Diamond

CEO – By counseling advisors on how to ask the right questions and “dig deep”, she helps them look at all of the opportunities available to find the one that allows them to reach their full potential. That is, to best serve their clients and live a life that is in sync with their own beliefs and values. Learn more...

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      Founder, Miracle Mile Advisors
    • I didn’t realize what I could do until I heard what other advisors were doing. Then week after week, it was like the gaps were filled in. Without it, I wouldn’t have had the confidence to go independent. Even after transitioning, I still can’t wait for Thursday mornings to hear the latest interview.

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    • Every advisor at a brokerage firm should listen to this podcast. I’m convinced that most advisors don’t realize their real value. Do your research. You deserve your true value and going out on your terms. It’s your life’s work. Even if you don’t transition to independence, know your value and options in order to make an educated decision.

      Robert Harris
      Senior Wealth Advisor, Avidian Wealth Solutions

     

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