Latest Episodes

Bridging the Gap
The imbalance of buyers and recruiters with Advisors looking for a change is overwhelming, and it creates a frustrating process for both sides. Firms...

Financial Advisor’s Guide to Podcasting
As podcasting continues to grow as a media alternative, millions of investors are turning to podcasts to learn more about making smart decisions with...

Burn the Grid: Independent Advisor Alliance
Robert Russo discusses how his team at Independent Advisor Alliance helps Advisors execute their visions by building solutions around the needs of the Advisor...

Compassionately Capitalist: Fidant Wealth Partners
With hearts of social workers and the minds of capitalists, Doug Kisker describes the unique, growth focused culture of his team at Fidant Wealth...

Action is the Language of Reality: Featuring Adrienne Grace
Adrienne Grace joins Garrett to discuss how she helps her clients focus their energy and efforts on the controllables of their business, and helps...

Decision Tree of Independence
Veteran industry consultant Scott Steele joins Garrett to discuss the options facing Advisors once they make a decision to go independent. What are some...