『Advisor Advocates Podcast』のカバーアート

Advisor Advocates Podcast

Advisor Advocates Podcast

著者： Advisor Advocates
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Insights on the Financial Services industry from former Financial Advisor and CFP Garrett Layell. Learn more about what’s going on in the industry and how to fine tune your practice and maximize the enterprise value and growth potential of your practice.© 2024 出世 就職活動 経済学
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  • Solving the Succession Equation

    Solving the Succession Equation
    2026/03/31

    Managing Partner of ICG Next James Costabile & Stephen Kuczynski discuss the challenge facing the financial services industry as it attempts to create succession planning solutions for Advisors and their clients.

    Learn More

    Talk to Garrett:

    Call: 919-561-2436

    Email: Garrett@theadvisoradvocates.com

    Schedule Meeting:

    Meeting Link: Firms

    Meeting Link: Advisors
    続きを読む 一部表示
    31 分
  • The Team Based Approach for Independent Financial Advisors

    The Team Based Approach for Independent Financial Advisors
    2025/11/24

    Managing Partner James Costabile & Ira Krulik discuss the collaborative approach taken by ICG Next to create a more efficient workflow for Independent Financial Advisors.

    Learn More

    Talk to Garrett:

    Call: 919-561-2436

    Email: Garrett@theadvisoradvocates.com

    Schedule Meeting:

    Meeting Link: Firms

    Meeting Link: Advisors
    続きを読む 一部表示
    40 分
  • Investing in Advisor Technology: CPR Investments

    Investing in Advisor Technology: CPR Investments
    2025/08/14

    Justin Reinhold discusses the importance of technology in an Advisors practice and how CPR invests in the commitment to stay ahead of the technological curve.

    CPR Investments Website

    Talk to Garrett:

    Call: 919-561-2436

    Email: Garrett@theadvisoradvocates.com

    Schedule Meeting:

    Meeting Link: Firms

    Meeting Link: Advisors
    続きを読む 一部表示
    27 分
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