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Thought Leaders

Learning from the Leaders: Bob Mulholland on Roadblocks, Change and the Wave Towards Independence

Learning from the Leaders: Bob Mulholland on Roadblocks, Change and the Wave Towards Independence

Wirehouse veteran Bob Mulholland shares his experience at Merrill and UBS, plus perspective on changes at the wirehouses, the drivers towards independence, stemming advisor attrition at big brokerages, changing advisor sentiment and much more.

5 Tips for Financial Advisors on How to Get From $500mm to $5B

5 Tips for Financial Advisors on How to Get From $500mm to $5B

A look at how financial advisors can take a giant leap in growth, for example, going from managing assets of $500mm to $5B or more. Financial advisor coach, podcast host and New York Times bestselling author Steve Sanduski joins the show.

Inside Baseball on Building and Growing an Independent Firm

Inside Baseball on Building and Growing an Independent Firm

Mega-RIA firms are setting the pace of massive growth through ambitious acquiring practices and smart recruiting. Marty Bicknell, of Mariner Wealth Advisors, talks about his firm’s successes, shares advice for firm owners and breakaways, and more.

How These 3 Firms Carved a New Path and are Changing the Wealth Management World At Large

How These 3 Firms Carved a New Path and are Changing the Wealth Management World At Large

3 “ex-wirehouse-turned-independent-industry-leaders” in a rare single forum: Shirl Penney of Dynasty Financial Partners, Jim Dickson of Sanctuary Wealth and Rich Steinmeier of LPL Financial. They join Mindy Diamond to share an “insider’s view” of the wirehouse world, wealth management, independence, and more.

Back to Basics on Leadership, Business Management and Succession

Back to Basics on Leadership, Business Management and Succession

Ben Harrison from BNY Mellon’s Pershing discusses the role a custodian plays in the lifecycle of an independent business, taking over for retiring industry icon Mark Tibergien as the head of Pershing’s RIA custody unit, the COVID-19 crisis, and more.

How to Add Value at a Time When it’s Needed Most

How to Add Value at a Time When it’s Needed Most

How can advisors better communicate with clients and prospects in a way that is authentic, meaningful and adds value – especially in times of crisis? Bob Burg, the co-author of The Go-Giver book series, shares that and more in this special episode.

Brian Hamburger Talks Trends, Options and Opportunity—and What Advisors Need to Consider Before Making the Leap

Brian Hamburger Talks Trends, Options and Opportunity—and What Advisors Need to Consider Before Making the Leap

The Founder of Hamburger Law Firm and MarketCounsel shares his legal and business expertise on what financial advisors need to know about a leap to independence, post-Protocol moves, M&A, technology and the leveling of the playing field.

5 Things Josh Brown’s Firm Does Differently—And How it Resulted in Over 100X Growth in 6 Years

5 Things Josh Brown’s Firm Does Differently—And How it Resulted in Over 100X Growth in 6 Years

Josh Brown, of Ritholtz Wealth Management and voice of The Reformed Broker and CNBC Halftime Report, talks about where the wealth management industry is headed, inorganic growth, equity, the role of authenticity and perseverance, and more.

Michael Kitces on How to Differentiate and Grow in a Competitive Environment

Michael Kitces on How to Differentiate and Grow in a Competitive Environment

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.

The Rewards and Risks of Independence: A Conversation with Mark Tibergien

The Rewards and Risks of Independence: A Conversation with Mark Tibergien

Mark Tibergien, the CEO of BNY Mellon Pershing Advisor Solutions, shares his thoughts on the momentum towards independence, the evolving advisor mindset, what it takes to run a successful practice and much more on this podcast episode.

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Recent News & Articles

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