It may sound odd but, many financial advisors have never sat down with a financial planner to make sure they are on track to achieve their long-term goals. Brookly Brock of Ellevate Advisors shares how she and her team are helping RIAs and independent financial advisors with their financial plans and helping them navigate their business exits.
Episode 9 Grant Hicks of Advisor Practice Management on Increasing Client Value
Episode 8 - Henry Yoshida of Rocket Dollar on the value of alternative investments in IRAs
Episode 7 - Jeremi Karnell on digital transformation and blockchain
Episode 6 - James Hughes of Live Oak Bank on acquisition financing for wealth management firms
Episode 5 - Jim DeCarlo of StratWealth on the importance of culture for wealth management firms
Episode 4 - Special Guest Shane Morrow of IronBridge Wealth Counsel
Episode 3 - What makes a wealth management firm valuable? Jeff Miller of Truelytics
Episode 2 - Practice Management with Carla McCabe of Truelytics
Episode 1 - The Truelytics Origin Story with Terry Mullen
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