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How Goals Impact Our Attitude
Oct 21, 2021
Setting realistic, challenging goals motivates us more than ones that are either too easy, too hard or too murky to complete.
Jessica Hovis Smith
Michael Kitces' #FASuccess Podcast: Jessica Hovis Smith on Creating Buy-In at an Employee-Owned Advisory Firm
Oct 21, 2021
Longview Financial Advisors President Jessica Hovis Smith details the succession plan she oversaw to transition ownership of two merged lifestyle practices into a single employee-owned, multigenerational firm.
Mindy diamond podcast
Mindy Diamond on Independence: Why a UBS Breakaway Left a Deal Behind for Independence with Summit Financial
Oct 21, 2021
Monish Verma, Managing Partner, Vardhan Wealth Management, explains why he was attracted to the supported independence option from Summit Financial.
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Eight Reasons Advisors Leave their Broker-Dealers to Start Their Own RIAs 
Oct 20, 2021
It is common to find oneself at a crossroads when considering proposing marriage, having a baby or buying a home. The decision to start one’s own business is no different.
Transparency with Diana B podcast
Transparency with Diana B.: The Road to Recovery
Oct 20, 2021
How advisor Gary Schwartz overcame addiction and financial troubles to run a successful advisory business.
Transparency with Diana B podcast
Transparency with Diana B.: The Road to Recovery
Oct 20, 2021
How advisor Gary Schwartz overcame addiction and financial troubles to run a successful advisory business.
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