Powering Independence Podcast
1) Independence Playbook Part 7: A Credible M&A Strategy
Welcome back to another episode of the Independence Playbook. In today’s episode, John is joined by Harris Baltch, Head of M&A and Capital Strategies, to talk about how advisors can prepare for M&A pr...Show More
2) Independence Playbook Part 6: Remove Compliance and Legal Red Tape
Welcome back to another episode of the Independence Playbook. In today’s episode, John is joined by Jon Morris, Chief Legal and Governance Officer at Dynasty Financial Partners. Jon shares some of the...Show More
3) Independence Playbook Part 5: Move Beyond Antiquated Technology
Welcome back to another episode of the Independence Playbook. In today’s episode, John is joined by Frank Coates, Chief Technology Officer. Technology is a vital component of any business, but its rap...Show More
4) Independence Playbook Part 4: Best Practices for Operations
Welcome back to another episode of the Independence Playbook. In today’s episode, Angela Gingras, Chief Administrative Officer, joins John. Angela has deep experience in RIA operations and can provide...Show More
5) Independence Playbook Part 3: Marketing YOUR New Brand
Welcome back to another episode of the Independence Playbook. In today’s episode, John is joined by Gordy Abel, Chief Marketing Officer, to discuss how advisors should approach their brand development...Show More
6) Independence Playbook Part 2: The New Transition Checklist
Welcome back to another episode of the Independence Playbook. In today’s episode, John is joined by Caitlin Douglas, Director of Transition Services, to discuss the transition to the independence mode...Show More
7) Independence Playbook Part 1: All Things Due Diligence
Welcome to the Independence Playbook Podcast! Join John Sullivan, Head of Network Development and Sean Lindenbaum, Director, South East Division, as they lay the foundation for this series and discuss...Show More
8) The Future of Wealth Management
Episode 32: The Future of Wealth ManagementGuest Speaker: Anand Sekhar, Vice President, Practice Management & Consulting at FidelityThere are many forces driving innovation in wealth management and lo...Show More
9) How Great Leaders Combine Data and Instinct to Produce Results
Episode 31: How Great Leaders Combine Data and Instinct to Produce ResultsGuest Speakers: Steve Tenney, Founding Partner & Chief Executive Officer at Great Diamond Partners. Nikolee Turner, Managing D...Show More
10) Getting the Inside Scoop on the Independent Space: A Conversation with Ben Harrison
Episode 30: Getting the Inside Scoop on the Independent Space: A Conversation with Ben Harrison In this episode, Austin speaks to Ben Harrison, Co-Head of Wealth Solutions at BNY Mellon | Pershing. ...Show More
Getting the Inside Scoop on the Independent Space: A Conversation with Ben Harrison
42:15 | Aug 19th, 2021