Justin Goodbread measures his firm's performance not on the returns tracked in a client's portfolio but rather how the small business owner's net worth increases over time.
Jania Stout, co-founder of Fiduciary Plan Advisors at HighTower, built and automated a stewardship report in her CRM to show all of her clients all the behind-the-scenes work that the firm does on their behalf.
Shirl Penney, co-founder and CEO of Dynasty Financial Partners, discuses the four key service lines the firm offers and why he's so upbeat on the RIA model.
Savant Capital's Brent Brodeski explains what it takes to buy out a retiring co-founder and the trials and tribulations he went through finding new outside investors.
Stratos Wealth Partners acts as a support platform for independent advisors, effectively operating as the back and middle office for affiliated advisors.
Advisory firm owners spend too much time focused on the practice, not on shaping themselves as leaders, says United Capital’s Joe Duran, in the second installment of this podcast.
