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Independence: Amplified Relaunching Soon

Independence: Amplified Relaunching Soon

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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 strategies that create real capacity instead of just more noise.

Host Trisha Qualy, Managing Partner of Affiliated Advisors, brings in voices from inside and outside the industry to share what it genuinely takes to build something remarkable. Together they’ll have honest conversations about building teams, building capacity, building legacy, and building the life you actually want.

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Lessons from the Intersection of Coaching & Financial Advising

Lessons from the Intersection of Coaching & Financial Advising

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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. 

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A Modern Approach to Financial Planning

A Modern Approach to Financial Planning

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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, and what successes and lessons he’s had along the way. 

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What Education, Positivity, & Resilience Can Do for You & Your Clients

What Education, Positivity, & Resilience Can Do for You & Your Clients

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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.

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Are You Using the Five Power Principles for Building Success?

Are You Using the Five Power Principles for Building Success?

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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.  

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Smart people know what they know, and what they don’t.

Smart people know what they know, and what they don’t.

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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 financial advice is not about. 

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