Lori Van Dusen shares a perspective that spans over 3 decades—a career that started with Shearson Lehman Brothers in 1987, a bold breakaway from Citigroup
As a Managing Director at Northwestern Mutual, Brett Gilliland had a unique perspective of the limitations at the firm. So after 13 years and with
Mindy Diamond discusses how harnessing the power of content marketing has proven to be a powerful growth engine for her firm. She shares tips and
Next gen advisor Bryan Garris wanted what other independent advisors had: The freedom and control to serve clients as true fiduciaries. After careful due diligence
Ex-UBS advisor Robert Harris felt that the firm no longer allowed his team to serve their clients’ best and greater potential existed elsewhere. His partner
Ryan DeVore, of William Blair, joins the show to discuss the success of the boutique model, and talk about the amazing growth of the firm
When it comes to building a strong business, nothing is better than a great partnership. Yet the shared mindset can change over time. Learn 10
Gerry Goldberg, of GYL Financial Synergies, joins the show to share why he felt Wells Fargo FiNet wasn’t independent enough and how, as an RIA,
Paul Saganey’s 2016 decision to leave Lincoln Financial, build a multi-custodial hybrid RIA with LPL Financial and develop a CPA referral network has propelled the
For Dan Johnson and his multi-generational team at Merrill it became apparent they each had different goals and timelines. He discusses why they chose different
