Again in November of 2017, we launched this podcast collection as a technique to reply the questions that so many captive advisors had been asking us concerning the impartial house. Little did we notice how rapidly it could catch on, nor the shear quantity of necessary info and significant factors of view there have been to share.
Simply over one 12 months, 32 episodes and a few 26,000 downloads* later, this collection has change into the trade’s main soundtrack for advisors who're looking for a better understanding of the impartial house.
As an acknowledgement of the enduring phenomenon that's the impartial house – and a tribute to the superb people who participated within the collection – this episode is dedicated to highlighting the 10 most beneficial subjects and phrases of knowledge from the previous 12 months, together with:
How independence is best for advisors with David Canter
How independence is best for shoppers with Tim Oden
Being a real fiduciary with Mark Tibergien
The expansion of help and the way it contributes to the enlargement of the house with Shirl Penney
Breaking out of the field with Jim Dickson
Managing compliance with Matt Sonnen
Serving ultra-high web price shoppers with Matt Celenza
Multi-Generational Groups with Jason Cort
Experiencing phenomenal progress with Invoice Loftus
Constructing a Agency for Most Worth with Liz Nesvold
The objective of this collection is to coach, inform and empower advisors, enabling them to make selections about their future from a place of power. As such, this episode concludes with sage recommendation from David Canter and key questions an advisor contemplating the house ought to reply.
Browse extra episodes on this podcast collection. ...
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