Episodes
Developing the Next Generation of Business Leaders with Laurie Nichols
As the next generation of leaders takes the reins of businesses and organizations, they have to be prepared for the challenges ahead. Though they tend to have different values and priorities than their predecessors, what can ...
Best Practices for Optimizing Business Performance with Craig Butler
Today's rapidly changing business landscape necessitates speed and agility — a lone wolf can no longer survive. The most successful businesses are the ones that have the right team in place. Of course, not every business has ...
The Legal Guide to Starting an Independent Advisory Business with Joh…
Creating an independent advisory business can be a great way to break into the industry and provide clients with personalized services. It is, however, a complex process that requires a number of legal decisions, especially w...
Helping Advisors Plan Their Wealth Management Strategies with Gavin S…
Financial advisors have a fiduciary responsibility to their clients to manage their money in the best way possible. This means looking into all aspects of wealth management, from choosing the right investment vehicles to asse...
Financial PR: Establishing Credibility in the Financial Services Indu…
Public relations professionals have long understood the importance of building relationships with key members of the media. But in the social media age, where news breaks online and stakeholders can communicate directly with ...
The Roadmap to Compliance with Stacy Sizemore
Compliance is more than just following rules; it's about managing risks. Compliance protects businesses and customers alike. The ability to adhere to regulations can mean the difference between staying in business and going o...
Partnership As A Powerful Tool For Growth with Amit Dogra
As an entrepreneur, it’s essential to build a strong team of partners. Partnership can create a powerhouse of individuals working together in synergy toward a common goal - developing their businesses and themselves as leader...
How Technology Impacts Independent Advisory Services with Mark Albers
In today’s episode, Craig talks with Mark Albers, President and CEO of Kinetic Strategic Partners, an independent advisory firm that provides objective, data-driven advice which allows financial advisors to make decisions and...
How to Build a Solid Financial Future with Al Lorenzi
Insurance is a necessary part of financial planning. While it is one of those things that many people overlook, it helps you protect yourself from unexpected situations that can cripple your finances. In addition to providing...
Investing in Clients, and Finding the Right Partners and Coaches with…
Many businesses will invest in new marketing strategies, but fail to invest in ways that will help them truly capture and keep more clients. In today’s episode, Craig talks with Tommy Martin, Partner and CEO at Vestia Wealth ...
Empowering Women: Financial Confidence and Clarity with Laura Pearson
Financial services is an industry where many women do not feel comfortable and find it difficult to fit in. Creating a space where women can openly share their financial stories and learn from each other can help them gain co...
The Future of Financial Planning, and Protecting Our Most Valuable As…
As advisors and entrepreneurs, we’re often laser-focused on the destination. But as most seasoned professionals wish their younger selves understood, the journey is more meaningful. John Phoenix shares this sentiment. After y...
Introducing: The Indie Advisor!
The Indie Advisor is a new podcast from Tru Independence about financial advisors’ entrepreneurial drive for independence and freedom. In each episode, we unpack the most important lessons and strategies for building highly e...