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          • Merrill advisors Alpesh R. Patel, Matthew Birkett and Darren Siegrist moved to Rockefeller along with client associates Hai Dang and Chris Iwamasa.Merrill Loses $3-Mln Team to Rockefeller in CA, $2-Mln Group to Texas RIA
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Podcast

Your Business Your Wealth Podcast
2/25/21 | Podcast

Learning to Invest in Real Estate with Robert Slattery, Blackwell Real Estate

Resilient Advisor

The Lumber/Gold Ratio, Copper, Commodity Investing and Tether’s Impact On Bitcoin with Michael Gayed

2/25/21 | Podcast

Michael Gayed, the publisher of The Lead-Lag Report, comes on the show to talk about the markets through his Risk…

Read More

Keep the Home Fires Burning – Wells Fargo Chooses to Leave the International Space

2/25/21 | Podcast

Wells Fargo’s decision to leave the international space is a move that makes sense, as Elite Consulting Partners CEO Frank…

Read More

Kitces and Carl Podcast for Financial Advisors

Showing Financial Planning Value On An Ongoing Basis After The First 6 Months: Kitces & Carl

2/25/21 | Podcast

An often under-appreciated aspect of the financial planning process (and the resulting Plan that financial planning software packages produce) is…

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Mindy Diamond Podcast

Advisor Choice: How Models Like Wells Fargo’s First Clearing Offer Optionality and Flexibility

2/25/21 | Podcast

A conversation with John Peluso, President, First Clearing Multi-channel models have become one of the hottest options for advisors considering…

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3xEquity Podcast

TOP BDs In Conversation – John Pierce, Head of Business Development at Cetera

2/22/21 | Podcast

Listen to Additional Episodes in this Series   Secure multiple offers all while remaining 100% anonymous. Visit 3xequity.com today.

3xEquity Podcast

Top Broker Dealers Webinar | Ameriprise Focus

2/22/21 | Podcast

Listen to Additional Episodes in this Series An edited version of our December 8, 2020 Top BDs webinar focused solely…

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3xEquity Podcast

Top Broker Dealers Webinar | Cetera, LPL, and Ameriprise

2/22/21 | Podcast

   Listen to Additional Episodes in this Series Live webinar recording from December 8, 2020 featuring executive leaders from…

Read More

Mindy Diamond Podcast

Industry Update: Answers to the Top 10 Questions Advisors Ask When Considering Change

2/18/21 | Podcast

A conversation with Louis Diamond Advisors who are considering a change of firms or models often have a lot of…

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Watch Your Back – Beware of Hidden Competition

2/17/21 | Podcast

Financial advisors are well aware of their traditional competition, be it advisor vs. advisor or W-2 vs. independent. However, few…

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Mark Widmer: Delivering Transformational Experiences to Help Families and Businesses Thrive

2/17/21 | Podcast

LISTEN TO ADDTIONAL EPISODES Many families and businesses don’t realize that building a legacy is about more than the transfer…

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Kitces and Carl Podcast for Financial Advisors

Using Financial Plan Proposals To Show Planning Value To Prospective Clients: Kitces & Carl

2/11/21 | Podcast

The evolution of advisor technology in recent decades has made it easier and easier for financial advisors to build (and…

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EXPLORE THESE PODCASTS

AllIndependence
The must listen-to podcast for financial advisors by Tony Sirianni. Guests to include:
-Ron Kruszewski
-Shirl Penney
-Penny Pennington
-Eric Clarke
and many more
Michael Kitces and Carl Richards discuss financial advising topics.
The “new advice value stack,” and how firms can use it to help maximize their own value propositions for their clients.
Interviews and insights for advisors curious about switching to a new broker dealer.
The Brighthouse Financial Insights Panel is a group of leading, independent experts providing powerful insights into the big challenges facing you and your clients.
Powering Independence Podcast, insights and ideas for RIAs, presented by Dynasty Financial Partners. A podcast dedicated to presenting fresh ideas and best practices for the wealth management industry.
As an industry expert, Frank LaRosa provides guidance and advice on a host of topics from recruiting and transitions, succession planning, practice management, M&A and more.
Our goal is to unlock the challenges to reveal the opportunities and what it means to provide advice in the 21st century.
Go behind the scenes with registered investment advisors and other related independent business model experts
As a nationally recognized recruiter and consultant to financial advisors, Mindy Diamond has unmatched experience in introducing advisors to the independent space.
The must listen-to podcast for investors, venture capitalists and financial advisors, with Tony Sirianni and Paul Dietrich.
An Introduction to Independence: 5 Key Episodes to Jumpstart Your Knowledgebase
Jay is an investment strategist, CERTIFIED FINANCIAL PLANNER™ and business consultant to financial advisors.
We interview top financial advisors and visionary voices to bring you the strategies, tips, and tools you need to make a difference in people’s lives.
A financial literacy and commentary show that features a number of investors, financial experts, professional athletes, business owners and more.
Join Sound Financial Group CEO Paul Adams and President Cory Shepherd every week, as they help you Design and Build a Good Life™.
The Kuderna Podcast, focusing on wealth in it's original meaning- a state of well being.
Timeless wisdom, actionable information you can use right now to make smarter investment decisions.
Made for and dedicated to those folks serious about their financial plan.
Suzanne Siracuse asks the questions nobody else asks, as influencers and interviewer collide in her new and truly unique podcast series The Big Reveal.
Our webcast is dedicated to helping our viewers get real insights by avoiding the cognitive dissonance of today’s media outlets and biased editorial filters.

RECENT EPISODES FROM THE TONY SIRIANNI PODCAST

  • A Conversation with Patty Carter, Principal, Branch Team Strategy at Edward Jones

    A Conversation with Patty Carter, Principal, Branch Team Strategy at Edward Jones

    Feb 9, 2021
  • A Conversation with Avy Stein, Founder, Co-Chairman, Cresset Capital

    A Conversation with Avy Stein, Founder, Co-Chairman, Cresset Capital

    Jan 25, 2021

RECENT EPISODES FROM THE MINDY DIAMOND ON INDEPENDENCE PODCAST

  • Advisor Choice: How Models Like Wells Fargo’s First Clearing Offer Optionality and Flexibility

    Advisor Choice: How Models Like Wells Fargo’s First Clearing Offer Optionality and Flexibility

    Feb 25, 2021
  • In Pursuit of Purpose: The Story of a Billion-Dollar Breakaway Turned Fee-Only Independent Entrepreneur

    In Pursuit of Purpose: The Story of a Billion-Dollar Breakaway Turned Fee-Only Independent Entrepreneur

    Feb 11, 2021
  • Industry Update: Answers to the Top 10 Questions Advisors Ask When Considering Change

    Industry Update: Answers to the Top 10 Questions Advisors Ask When Considering Change

    Feb 18, 2021
  • Industry Update: 7 Real-World Lessons We Learned on Succession Planning

    Industry Update: 7 Real-World Lessons We Learned on Succession Planning

    Jan 28, 2021

RECENT EPISODES FROM THE POWERING INDEPENDENCE PODCAST FROM DYNASTY FINANCIAL PARTNERS

  • Hungry, Humble, Smart

    Hungry, Humble, Smart

    Jan 4, 2021
  • What it means to be a “Schwabie” – Examining the Powerful Culture of Charles Schwab through the Stories of its People

    What it means to be a “Schwabie” – Examining the Powerful Culture of Charles Schwab through the Stories of its People

    Nov 6, 2020
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