Penny Phillips, co-founder and president of Journey Strategic Wealth, discusses the keys to creating sustainable growth and the evolution of options now available to independent advisors.
Snowden Lane’s Rob Mooney discusses the major changes in the wealth management landscape including the navigation of M&A and various client acquisition strategies.
Summit Financial's Stan Gregor offers advice on how other firms can create scalable, repeatable growth strategies and transform their practices into truly unique advice platforms.
Megan Gorman, founder and managing partner of Chequers Financial Management, discusses the marketing strategies she uses to connect with clients and identify new opportunities.
Private Ocean Wealth Management's Greg Friedman and Cynthia Greenfield discuss their most recent book, Integrating Culture in Successful RIA Mergers and Acquisitions, as a way to share their experience and expertise.
Mark Bruno, managing director at Informa Wealth Management, talks with Stratos Wealth's Jeff Concepcion about the growth and rise of Stratos into a platform with more than $19 billion in assets under management.
