Independent no longer means alone for Financial Advisors who want to own their book of business. In the second episode of the three-part series, Garrett Layell breaks down the variety of ways Independent Financial Advisors can operate in environments focusing on individual achievement, team collaboration, or brand powered success.
If you are an Advisor exploring your options or a Firm hoping to better position yourself to grow your team, feel free to give Garrett a call at 919-561-2436 or send an email to Garrett@theadvisoradvocates.com if you’d like to chat about any questions you may have.
Nick Costa of Soaring Towers explains how his company helps financial Firms offload their tech needs at a very scalable cost. Learn More Talk...
In this episode of Advisor Advocates, Garrett Layell and James Costabile of ICG Next are joined by Deb Pica, ICG’s Client Concierge, to discuss...
Robert Russo discusses how his team at Independent Advisor Alliance helps Advisors execute their visions by building solutions around the needs of the Advisor...
