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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.

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    Talk to Garrett:

    Call: 919-561-2436

    Email: Garrett@theadvisoradvocates.com

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    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.

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    Talk to Garrett:

    Call: 919-561-2436

    Email: Garrett@theadvisoradvocates.com

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    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

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    27 分
  • ICG Next: Raising the Bar on Service

    ICG Next: Raising the Bar on Service
    2025/07/30

    Managing Partner James Costabile of ICG Next in Wall Township, NJ discusses how their Firm is enhancing client service to grow in a self serving business world.

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    Talk to Garrett:

    Call: 919-561-2436

    Email: Garrett@theadvisoradvocates.com

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    38 分
  • Outsourcing Your Tech - Soaring Towers

    Outsourcing Your Tech - Soaring Towers
    2025/07/17

    Nick Costa of Soaring Towers explains how his company helps financial Firms offload their tech needs at a very scalable cost.

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    Talk to Garrett:

    Call: 919-561-2436

    Email: Garrett@theadvisoradvocates.com

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    33 分
  • Challenging the Status Quo: CPR Investments

    Challenging the Status Quo: CPR Investments
    2025/06/27

    Charles and Nancy Reinhold talk about how their Firm challenges convention to bring cutting edge investment strategies to Advisors and clients.

    CPR Investments Website

    Talk to Garrett:

    Call: 919-561-2436

    Email: Garrett@theadvisoradvocates.com

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    Meeting Link: Firms

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    51 分
  • Edge FA - The Growth Formula

    Edge FA - The Growth Formula
    2025/05/30

    Ed Meek & James Alexander of Edge FA discuss the balance and connection between organic and inorganic growth, and how Edge is using each to leverage the other to take their firm to new heights.

    Ed's Edge Podcast

    Edge FA Website

    Talk to Garrett:

    Call: 919-561-2436

    Email: Garrett@theadvisoradvocates.com

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    35 分
  • Sage Insurance Partners: The New 80/20 Standard

    Sage Insurance Partners: The New 80/20 Standard
    2025/05/23

    Kip Kiser of Sage Insurance Partners explains how his company helps Advisors offload their insurance workload without offloading their insurance revenue.

    Talk to Kip:

    Call: 704-397-1640

    Email: KKiser@Sageinsurancepartners.com

    www.sageinsurancepartners.com

    Talk to Garrett:

    Call: 919-561-2436

    Email: Garrett@theadvisoradvocates.com

    Schedule Meeting:

    Meeting Link: Firms

    Meeting Link: Advisors
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    33 分