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Focused on the Future: Brian Hamburger’s Advice to Advisors and FirmsFocused on the Future: Brian Hamburger’s Advice to Advisors and Firms
The MarketCounsel founder explains why "hope is not a plan" and the common pitfalls that advisors and firms face in transition.
In this episode of the Focused on the Future Podcast, Brian Hamburger, the founder, president and CEO of MarketCounsel Consulting, and founder and chief counsel of the Hamburger Law Firm, sits down with host Suzanne Siracuse to share his journey through the wealth management industry, exploring the challenges advisors face today. Together, they dive into the critical role of objective advice and strategic planning in successfully navigating these complexities.
Brian and Suzanne discuss:
How his father’s career in wealth management shaped his journey in the industry
Common frustrations and challenges faced by independent wealth managers
The critical role of objective advice in helping advisors navigate their careers
The value of planning, discipline and seeking external, unbiased guidance
Avoiding the most common pitfalls that advisors and firms face in transition
Connect With Suzanne Siracuse:
Connect With Brian Hamburger:
LinkedIn: Brian Hamburger
LinkedIn: Hamburger Law
LinkedIn: MarketCounsel
About Our Guest:
Brian is an entrepreneur, attorney, columnist, and outspoken industry advocate for independent investment advisers. For the past 19 years, he has served at the helm of the MarketCounsel companies and the Hamburger Law Firm. Brian was named an Innovator in InvestmentNews’ 2020 class of Icons & Innovators and included in “The IA25: Investment Advisor Magazine’s Annual List of the Top Influential People in the Industry” in 2020. In 2015, Wealth Management named Brian as one of the top thought leaders in wealth management saying, “Over the past decade, Hamburger has been the architect behind almost all of the highest-profile breakaway deals in the industry, helping advisors navigate the legal thicket of transitioning away from brokerages and into independent business models.
