Welcome back to another episode of the Independence Playbook. In today’s episode, John is joined by Gordy Abel, Chief Marketing Officer, to discuss how advisors should approach their brand development and marketing strategy as they transition to a fully independent RIA model.
Independence Playbook Part 7: A Credible M&A Strategy
Independence Playbook Part 6: Remove Compliance and Legal Red Tape
Independence Playbook Part 5: Move Beyond Antiquated Technology
Independence Playbook Part 4: Best Practices for Operations
Independence Playbook Part 2: The New Transition Checklist
Independence Playbook Part 1: All Things Due Diligence
The Future of Wealth Management
How Great Leaders Combine Data and Instinct to Produce Results
Getting the Inside Scoop on the Independent Space: A Conversation with Ben Harrison
How to Find and Keep the Best Talent within Your Organization
Inside the Deal Part 4: Integration
Inside the Deal Part 3: Closing
Inside the Deal Part 2: Execution
Inside the Deal Part 1: Deal Readiness
Improving Your Communication as a Leader
Trends in the Off-Shore Advisory Space
Hungry, Humble, Smart
What it means to be a "Schwabie" - Examining the Powerful Culture of Charles Schwab through the Stories of its People
Making the Uncomfortable, Comfortable: How to Discuss the Meaning of Wealth as a Financial Advisor
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The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
Aligned Money Show
Dubai Property Podcast
IBKR Podcasts
The Ramsey Show
The Clark Howard Podcast