Matt DePalma, Managing Partner, Capstan Financial Consulting Group (Video)
July 17, 2023Matt DePalma, Managing Partner at Capstan Financial Consulting Group, talks about helping to build his business over the last 12 years, which now supports…
Allison Daniels, Partner, Marcus, Inman & Daniels Wealth Advisors (Video)
July 17, 2023Allison Daniels, Partner at Marcus, Inman & Daniels Wealth Advisors, speaks about how she took the independent route two years ago, founding a business…
Michael Cowan, Managing Principal, Gardens Wealth Management (Video)
July 17, 2023Michael Cowan, Managing Principal at Gardens Wealth Management, speaks about working as an independent financial advisor for the last 13 years and what…
Dathan Lumpkins, President, Lumpkins Private Wealth Management (Video)
July 17, 2023Dathan Lumpkins, President of Lumpkins Private Wealth Management, discusses what independence has meant for him over the last four years and how his business focuses…
Keeping the Focus on Clients (Video)
July 14, 2023For advisors who have picked the independent path, one of the biggest benefits is spending more time and energy deciding how to optimize and personalize…
Common Fears of Going Independent (Video)
July 12, 2023A common refrain from independent financial advisors after they transitioned to independence is: "Why didn't I do this sooner?" For those that have made…
Spotlight on M&A (Video)
July 17, 2023As independent financial advisors seek growth, panelists explain why they are using M&A as a key strategy for expansion. Building their books of business…
How Independence Gives Advisors Room for Growth (Video)
July 12, 2023One of the keys to creating a successful independent business is knowing how to grow. Whether they're attracting clients, hiring employees, or selecting…
What Makes the Independent Model Different? (Video)
July 10, 2023Running an independent financial business means advisors are CEOs, HR directors, and customer service reps all rolled into one. Here's what a typical…
How Independent Advisors Tackle Marketing and Compliance (Video)
July 10, 2023Marketing and compliance can feel like obstacles to those thinking about going independent. Here's how several financial advisors tackled these issues…