Episodes

  • 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”
    May 22 2025
    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.
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    1 hr and 2 mins
  • 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
    May 15 2025
    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.
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    51 mins
  • Activating Plan B: Wirehouse Breakaways Build a Legacy Family Wealth Office

    Activating Plan B: Wirehouse Breakaways Build a Legacy Family Wealth Office
    May 8 2025
    Trent Leyda and Kay Campione offer a unique perspective on their time at Morgan Stanley, how it had come to diverge from their vision of building a family office they would entrust with their own families’ wealth, and how they are better equipped to realize that vision as an independent firm.
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    51 mins
  • If You Build It, Will They Buy It? A Special Industry Update on M&A

    If You Build It, Will They Buy It? A Special Industry Update on M&A
    May 1 2025
    A download on M&A for the advisor who has an interest in building a business designed to be an attractive prospect for sale at maximum enterprise value. Identifies options to consider, the risks, and potential rewards.
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    44 mins
  • The Canadian Wealth Management Perspective: One-on-One with the CEO of $35B Wellington-Altus

    The Canadian Wealth Management Perspective: One-on-One with the CEO of $35B Wellington-Altus
    Apr 24 2025
    Shaun Hauser offers a unique perspective on how our northern neighbors perceive the wealth management industry, drawing comparisons to practices and firms in the US, and providing insights into creating an independent firm that has achieved extraordinary growth.
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    54 mins
  • The Buck Starts Here: Ex-Edward Jones Advisor on His Leap to Independence

    The Buck Starts Here: Ex-Edward Jones Advisor on His Leap to Independence
    Apr 17 2025
    Glenn Israel reached a point where he recognized that, as an employee, he was limited in his ability to serve clients and grow his business. So he left Edward Jones to launch GFI Wealth Partners and shares what he learned in the transition process, what he can do differently in independence, and more.
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    39 mins
  • Michael Kitces on the Secrets to Accelerating Growth and Maximizing Efficiency

    Michael Kitces on the Secrets to Accelerating Growth and Maximizing Efficiency
    Apr 10 2025
    The industry thought leader shares insights on the factors that impact efficiency and growth, citing research from his latest Productivity study, and weighs in on launching a firm, building a team, the role of technology and AI, and much more.
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    1 hr and 20 mins
  • “The Least Boring CPA” on How Tax Planning Can Add Value to Clients and Your Business

    “The Least Boring CPA” on How Tax Planning Can Add Value to Clients and Your Business
    Apr 3 2025
    Steven Jarvis, the founder and CEO of Tax Retirement Services, offers advice on how a CPA can help increase the growth and enterprise value of an advisor’s business by providing tax planning strategies and more.
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    49 mins