Latest Episodes
Investing in Advisor Technology: CPR Investments
Justin Reinhold discusses the importance of technology in an Advisors practice and how CPR invests in the commitment to stay ahead of the technological...
ICG Next: Raising the Bar on Service
Managing Partner James Costabile of ICG Next in Wall Township, NJ discusses how their Firm is enhancing client service to grow in a self...
Outsourcing Your Tech - Soaring Towers
Nick Costa of Soaring Towers explains how his company helps financial Firms offload their tech needs at a very scalable cost. Learn More Talk...
Challenging the Status Quo: CPR Investments
Charles and Nancy Reinhold talk about how their Firm challenges convention to bring cutting edge investment strategies to Advisors and clients. CPR Investments Website ...
Edge FA - The Growth Formula
Ed Meek & James Alexander of Edge FA discuss the balance and connection between organic and inorganic growth, and how Edge is using each...
Sage Insurance Partners: The New 80/20 Standard
Kip Kiser of Sage Insurance Partners explains how his company helps Advisors offload their insurance workload without offloading their insurance revenue. Talk to Kip: ...