エピソード

  • The Seamless Path to Independence: A Billion-Dollar RIA’s Evolution

    The Seamless Path to Independence: A Billion-Dollar RIA’s Evolution
    2025/07/10
    Tony Parr shares the journey of Parr McKnight Wealth Management Group, a team that built their practice at Wells Fargo Private Client Group and leveraged the firm’s independent channels to achieve a “frictionless” launch of their RIA.
    続きを読む 一部表示
    52 分
  • The Best of the Best: 10 Ways Top Advisors Are Growing Their Businesses— A Special Industry Update

    The Best of the Best: 10 Ways Top Advisors Are Growing Their Businesses— A Special Industry Update
    2025/06/26
    A “Top 10” list of firm-level innovations and grassroots methodologies from some of the most successful advisors, teams, and firm in the business. Listen in to spark ideas designed to drive greater growth.
    続きを読む 一部表示
    38 分
  • Advisor Tech Advice: AI, Strategy, and the Future of Wealth Management

    Advisor Tech Advice: AI, Strategy, and the Future of Wealth Management
    2025/06/19
    The co-founder of F2 Strategy, Doug Fritz, offers a mini-masterclass on how the best advisory businesses utilize technology to create efficiencies and deliver a better client experience. Discover how strategic choices in building a tech stack, incorporating AI, and other key elements can future-proof your business and serve as a distinct differentiator.
    続きを読む 一部表示
    51 分
  • The Valuation Playbook: Ted Jenkin on the Metrics and Mistakes That Matter

    The Valuation Playbook: Ted Jenkin on the Metrics and Mistakes That Matter
    2025/06/12
    What drives valuations—and what mistakes kill deals? M&A advisor Ted Jenkin joins Louis Diamond to share practical insights on maximizing value, understanding multiples, avoiding seller pitfalls, and the critical prep work every advisor should be doing now.
    続きを読む 一部表示
    55 分
  • From $125mm to $700mm: A Story of Growth and Grit in the Independent Broker Dealer Space

    From $125mm to $700mm: A Story of Growth and Grit in the Independent Broker Dealer Space
    2025/06/05
    Brett Oley and Ryan Kinser demonstrate how the power of friendship and a shared focus on the client contributed to their early success in making the leap from UBS to Raymond James, building a growing business under the independent broker dealer umbrella.
    続きを読む 一部表示
    37 分
  • Who’s in Control: The Advisor or The Firm? A Special Industry Update

    Who’s in Control: The Advisor or The Firm? A Special Industry Update
    2025/05/29
    The ultimate survival guide for employee advisors, offering essential advice on navigating the realities of control. Learn actionable points to consider should you find yourself dealing with the impact of mergers and acquisitions, new mandates, heightened vulnerability, and more.
    続きを読む 一部表示
    30 分
  • Ex-Merrill Leader’s Vision Comes to Fruition: John Thiel on Making the Advisor “The Value Proposition”

    Ex-Merrill Leader’s Vision Comes to Fruition: John Thiel on Making the Advisor “The Value Proposition”
    2025/05/22
    John Thiel offers a unique perspective on the evolution of the wealth management industry and his former leadership role at Merrill. Plus, he shares how his new independent firm, Indivisible Partners, is carving a new path for those seeking a firm with a greater focus on the advisor.
    続きを読む 一部表示
    1 時間 2 分
  • What It Really Takes to Become a Multi-Million-Dollar Producer: Author and Coach Dave Mullen’s Powerful and Proven Strategies

    What It Really Takes to Become a Multi-Million-Dollar Producer: Author and Coach Dave Mullen’s Powerful and Proven Strategies
    2025/05/15
    In an episode that serves as a free coaching session on the key techniques that the most successful advisors use to build and grow their practices, Dave shares proven strategies honed from his tenure at Merrill, his three bestselling books, and his advisor coaching practice.
    続きを読む 一部表示
    51 分