A podcast designed for independent advisors with $20 – $300M in AUM, with topics that advisors need information about every day, to run their practices.

Happy Holidays!

I think we can all agree that 2020 was not the most placid year, in terms of the markets or our lives or the lives of our clients – if 2020 has taught us anything, it’s that you never know what to expect. For all that turmoil, clients experienced even more volatility, both in the…

Happy Thanksgiving!

Today’s show is gonna be short and sweet. No guest, just a few words about the upcoming holidays and what they can mean for you and your practice. The 2020 has been an unusual year, could probably win awards for understatement. If there’s anything that advisors can be thankful for this year, it’s their ongoing…