Latest Episodes
Creating Transparent Competition for Advisor Transitions
In this episode, Garrett introduces the Advisor Advocate Search Tool, the anonymous resource allowing Financial Advisors to explore Firms, connect, and communicate to learn...
The Power of Personal Touch: Why Client Care is Your Best Retention Tool
In this episode of Advisor Advocates, Garrett Layell and James Costable of ICG Next are joined by Deb Pika, ICG’s Client Concierge, to discuss...
Solving the Succession Equation
Managing Partner of ICG Next James Costabile & Stephen Kuczynski discuss the challenge facing the financial services industry as it attempts to create succession...
The Team Based Approach for Independent Financial Advisors
Managing Partner James Costabile & Ira Krulik discuss the collaborative approach taken by ICG Next to create a more efficient workflow for Independent Financial...
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...