Episode 20: Into the Great Wide Open: Perspectives of the Advisor Transition Process from the Front Lines.
Into the Great Wide Open was the eight studio album recorded by Tom Petty and the Heartbreakers in 1991. The title track follows Eddie as he embarks upon a music career in Hollywood. Although perhaps a reach, there are several similarities between the protagonist of the song and the protagonists of the independent advisor movement. First and foremost, the future is wide open, the sky is the limit, and there is often a sense of rebellion.
On today’s episode, I am joined by Chuck Cooper, co-founder and Managing Partner of StrongBox Wealth in Lee’s Summit, Missouri and two of my colleagues, Jason Pinkham, co-founder and Managing Director at Dynasty Financial Partners and Caitlin Douglas, a Vice President and top transition specialist at Dynasty. We will be discussing the transition process from a traditional financial institution into the independent space. The perspective will be from the team responsible for all of the planning and execution of the move.
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 3: Marketing YOUR New Brand
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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