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  • Michael Kitces on the Secrets to Accelerating Growth and Maximizing Efficiency

    Michael Kitces on the Secrets to Accelerating Growth and Maximizing Efficiency
    2025/04/10
    The industry thought leader shares insights on the factors that impact efficiency and growth, citing research from his latest Productivity study, and weighs in on launching a firm, building a team, the role of technology and AI, and much more.
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    1 時間 20 分
  • “The Least Boring CPA” on How Tax Planning Can Add Value to Clients and Your Business

    “The Least Boring CPA” on How Tax Planning Can Add Value to Clients and Your Business
    2025/04/03
    Steven Jarvis, the founder and CEO of Tax Retirement Services, offers advice on how a CPA can help increase the growth and enterprise value of an advisor’s business by providing tax planning strategies and more.
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    49 分
  • LPL’s Acquisition of Commonwealth and What it Means for Advisors and the Industry

    LPL’s Acquisition of Commonwealth and What it Means for Advisors and the Industry
    2025/03/29
    LPL Financial, the largest independent broker dealer, is set to acquire Commonwealth Financial Network. Louis Diamond shares a perspective for Commonwealth advisors and LPL advisors alike and what the acquisition means for the industry at large.
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    1分未満
  • The Leap from IBD to RIA: Unpacking a $700mm to $1.7B Growth Story

    The Leap from IBD to RIA: Unpacking a $700mm to $1.7B Growth Story
    2025/03/27
    Scott Pinkerton of FourThought Private Wealth offers a perspective on outgrowing the independent broker dealer model, transitioning to an independent RIA, and the extraordinary growth realized as a result of the change. Scott unpacks the difference between the models, shares why he opted to sell equity to Focus Financial, and more.
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    57 分
  • The Annual Update on Advisor Transitions and Deals: 2024 Edition

    The Annual Update on Advisor Transitions and Deals: 2024 Edition
    2025/03/20
    In this companion guide to the annual Advisor Transition Report, Jason Diamond and Louis Diamond share key findings and post-publication insights from the annual state of the industry, with updates on advisor movement, transition deals, and more.
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    47 分
  • Crafting the Perfect Employer Value Proposition: The Key to Attracting and Retaining Top Talent

    Crafting the Perfect Employer Value Proposition: The Key to Attracting and Retaining Top Talent
    2025/03/13
    A special episode designed for firms with their sights set on enhancing recruiting efforts and advisors looking to attract new team members, offering the steps to craft an effective Employer Value Proposition (EVP), with examples on usage and potential impact on hiring success and retention.
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    49 分
  • Up Close with Rich Steinmeier: LPL’s CEO on the Transformation of a $1.8T Company

    Up Close with Rich Steinmeier: LPL’s CEO on the Transformation of a $1.8T Company
    2025/03/06
    Rich Steinmeier offers a candid perspective of LPL’s journey and how the founding core principles remain a pillar of the business today, even as evolutionary changes have made it one of the hottest firms in the industry.
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    1 時間 2 分
  • Beyond the Broker Dealer: Next Gen Sheds Light on Their Evolution to RIA

    Beyond the Broker Dealer: Next Gen Sheds Light on Their Evolution to RIA
    2025/02/27
    Gideon Drucker shares a multi-generational growth story, evolving from the insurance world, to independent broker dealer HTK, and most recently, to fully independent as an RIA. Now CEO, Gideon shares insights on his own evolution from next gen to leader, the advantages of independence, and their transition.
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    54 分