Many advisory firms continue growing while becoming more dependent on the founder. What does it take to build an independent advisory business that can continue serving clients, developing leaders, and growing even when you’re not involved in every decision? In this episode of Independence: Amplified, Trisha Qualy talks with financial advisor Megan Mills about using …
How can independent financial advisors grow a recognizable firm without losing the personal client experience that helped them succeed? Andy Smith shares how intentional branding, strong partnerships, proactive communication, and meaningful client events have helped Ever Wealth deepen relationships and support sustainable growth. In this episode, Trisha Qualy speaks with Andy Smith, Founding Partner and …
Independence: Amplified is for the independent financial advisor who’s ready to build a firm that actually reflects what they want their life to look like. Each episode goes deep into the human side of running an advisory business – the leadership decisions that compound over time, the mindset shifts required to scale, and the team-building …
Rita Robbins is in conversation with Ron Balog, MBA & Financial Advisor of Insight Global Wealth Strategies. In this conversation, Rita explores the intersection of coaching and financial advising as Ron, a long-time coach, shares his lessons on leadership and commitment over the years.
Rita Robbins is in conversation with Zach Scott, a Certified Financial Planner and the President of Castellan Financial Group. This episode explores how financial planning in wealth management can and should look different depending on the advisor and the client. Zach shares the story of how he went from college to CFP and business owner, …
In the latest episode of “Independence Amplified,” host Rita Robbins engages in an enlightening conversation with Susan, the Chief Marketing and Experience Officer at FMG Suites. This thought-provoking discussion delves into the importance of authenticity in marketing, career trajectories in financial services, and how technology shapes the future of advisors.
Rita Robbins is in conversation with Randy Briedbart. Randy is the Founder, Portfolio Manager, and Wealth Advisor at Park Avenue Financial Advisors. Randy shares his expertise journey from law school to financial services, and the value of education, resilience, and an unwavering mindset of positivity.
Rita Robbins is in conversation with Theresa Gralinski, head of the Advisor Advancement Institute at New York Life Investments. Theresa shares the actionable research findings on the five actionable power principles advisors can implement today to build a growth mindset and a culture of success for their businesses. Download the complimentary toolkit here.
Rita Robbins is in conversation with David Biebelberg, Senior Vice President of Freedom Capital Management, discussing the insights, formulas, and mindsets of his success as a financial advisors. David shares his outlook on the “grey-ing” of the industry, his philosophy for creating long lasting relationships with clients, and dispels myths about what the business of …