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Recent Episodes
Solving the Succession Equation
Managing Partner of ICG Next James Costabile & Stephen Kuczynski discuss the challenge facing the financial services industry as it attempts to create succession planning solutions for Advisors…
The Team Based Approach for Independent Financial Advisors
Managing Partner James Costabile & Ira Krulik discuss the collaborative approach taken by ICG Next to create a more efficient workflow for Independent Financial Advisors. Learn More Talk to…
Investing in Advisor Technology: CPR Investments
Justin Reinhold discusses the importance of technology in an Advisors practice and how CPR invests in the commitment to stay ahead of the technological curve. CPR Investments Website Talk to…
ICG Next: Raising the Bar on Service
Managing Partner James Costabile of ICG Next in Wall Township, NJ discusses how their Firm is enhancing client service to grow in a self serving business world. Learn More Talk to Garrett: Call:…
Outsourcing Your Tech - Soaring Towers
Nick Costa of Soaring Towers explains how his company helps financial Firms offload their tech needs at a very scalable cost. Learn More Talk to Garrett: Call: 919-561-2436 Email:…
Challenging the Status Quo: CPR Investments
Charles and Nancy Reinhold talk about how their Firm challenges convention to bring cutting edge investment strategies to Advisors and clients. CPR Investments Website Talk to Garrett: Call:…
Edge FA - The Growth Formula
Ed Meek & James Alexander of Edge FA discuss the balance and connection between organic and inorganic growth, and how Edge is using each to leverage the other to take their firm to new…
Sage Insurance Partners: The New 80/20 Standard
Kip Kiser of Sage Insurance Partners explains how his company helps Advisors offload their insurance workload without offloading their insurance revenue. Talk to Kip: Call: 704-397-1640 Email:…
S2E3 Building Trust Through Content
Ed Meek of Edge Financial Advisors discusses his experiences from expanding his marketing practices. How does starting a podcast help to grow an Advisors brand and most importantly, reputation, to…
Winning or Learning
Financial Advisors often realize that digital marketing can supercharge their growth efforts, but lack the technical expertise or marketing intuition needed to be successful. David Buzo, Chief…
Bridging the Gap
The imbalance of buyers and recruiters with Advisors looking for a change is overwhelming, and it creates a frustrating process for both sides. Firms struggle to stand out in the crowd, and Advisors…
Financial Advisor’s Guide to Podcasting
As podcasting continues to grow as a media alternative, millions of investors are turning to podcasts to learn more about making smart decisions with their money. Financial Advisors are eager to tap…
Burn the Grid: Independent Advisor Alliance
Robert Russo discusses how his team at Independent Advisor Alliance helps Advisors execute their visions by building solutions around the needs of the Advisor or their Firm, rather than fitting…
Compassionately Capitalist: Fidant Wealth Partners
With hearts of social workers and the minds of capitalists, Doug Kisker describes the unique, growth focused culture of his team at Fidant Wealth Partners. They provide their financial advisors the…
Action is the Language of Reality: Featuring Adrienne Grace
Adrienne Grace joins Garrett to discuss how she helps her clients focus their energy and efforts on the controllables of their business, and helps them to work with a clearer mind to better execute…
Decision Tree of Independence
Veteran industry consultant Scott Steele joins Garrett to discuss the options facing Advisors once they make a decision to go independent. What are some of the questions they face and what are the…
Modern Marketing: Practice What You Preach
Developing a sound marketing strategy to build a sustainable growth engine for your business follows a lot of the same principles you advocate for your clients. Investing in a long-term plan, staying…
Picture Perfect Sunset Plans
Each Advisor envisions their retirement and legacy plan in their own unique way, just like their clients. Garrett Layell breaks down the seemingly endless list of options Advisors have for succession…
People are Becoming the Key Differentiator
As technology continues to advance and evolve, computers are able to perform objective processes more cost effectively than humans in a variety of ways. But the extension of this puts a premium on…
Minimum Size to Go Independent
How big does an Advisor's business have to be to survive as an Independent? Even 10 years ago, the answers to this question were all over the map, and often misunderstood by Advisors. Technology…
Frequently Asked Questions
Advisor Advocates Podcast has published 29 episodes since May 2024, covering topics in Business, Careers.
Advisor Advocates Podcast is currently highly active with new episodes every 2 weeks. Average episode length is 30m.
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