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...

Phil Flakes is the CEO of Succession Link, a firm that specializes in peer to peer transactions for financial advisors, insurance practice a

Morgan Stanley is exiting the Recruiting Protocol. While the implications are not exactly clear at this time, Attorney Joel Beck discusses w

Industry veteran Linda Willis joined me on the podcast to discuss some of the important issues financial advisors face when considering a...

Valuing your advisory business can be very difficult. There are an incredible number of variables that go into the valuation. Transition...