The president of Kestra Holding’s Bluespring Wealth Partners discusses the firm’s mission of acquiring independent wealth management practices, and shares his unique perspective and advice on M&A, independence, business ownership and more.
Jason Diamond provides a quick yet thorough education on the continually evolving independent space answering the questions that many advisor-clients ask during due diligence.
The leader of one of the top brokerage firms in the wealth management world, Andy Sieg, president of Merrill Lynch Wealth Management, joins the show for a candid one-on-one interview with Mindy Diamond.
An annual digest of 2022 commentary for financial advisors and business owners on topics including achieving autonomy, considering change, serving clients’ needs, succession, next gen, growth and more.
The author, founder and CEO of The Advisor Authority offers success secrets for financial advisors and business owners on how to build and grow a self-sustaining business, designed for scale, succession, and to be attractive to acquirers.
After 45 years at Wells Fargo and their predecessors, Larry Boggs left the wirehouse to build independent firm Boggs & Company with a team that includes three of his daughters. Larry discusses the value of family, legacy, business ownership...
Steward Partners CEO and founding partner Jim Gold revisits the series to discuss the firm's evolution and growth, plus being the first to sign on to the Goldman Sachs custodial platform, and more.
Self-described “homegrown Merrill” advisors Chad Goodchild and Jacob Schlicht share the drivers behind their choice to leave Merrill to launch independent firm Kickstand Wealth Advisors.
