When Independence Does Not Make Sense For A Financial Advisor With Brett Danko
Brett Danko is an industry veteran who has seen it all. He comes on the podcast to discuss why a financial advisor should NOT go out on...
Jay Coulter, CFP®
- Feb 7, 2018
2018 M&A Trends Financial Advisors Need To Know With Phil Flakes
Phil Flakes is the CEO of Succession Link, a firm that specializes in peer to peer transactions for financial advisors, insurance practice a
Jay Coulter, CFP®
- Nov 3, 2017
What does Morgan Stanley's Protocol exit mean for your business? With Attorney Joel Beck.
Morgan Stanley is exiting the Recruiting Protocol. While the implications are not exactly clear at this time, Attorney Joel Beck discusses w
Jay Coulter, CFP®
- Jul 26, 2017
A Pragmatic Process For Advisors Considering A Transition With Linda Willis
Industry veteran Linda Willis joined me on the podcast to discuss some of the important issues financial advisors face when considering a...
Jay Coulter, CFP®
- Jul 12, 2017
What Is The Value Of Your Advisory Practice? An interview with Aaron Hasler.
Valuing your advisory business can be very difficult. There are an incredible number of variables that go into the valuation. Transition...
