The Team Based Approach for Independent Financial Advisors

November 24, 2025 • 00:40:08
The Team Based Approach for Independent Financial Advisors
Advisor Advocates Podcast
The Team Based Approach for Independent Financial Advisors

Nov 24 2025 | 00:40:08

/

Show Notes

Managing Partner James Costabile & Ira Krulik discuss the collaborative approach taken by ICG Next to create a more efficient workflow for Independent Financial Advisors. 

Learn More

 

Talk to Garrett: 

Call: 919-561-2436

Email: Garrett@theadvisoradvocates.com

Schedule Meeting: 

Meeting Link: Firms 

Meeting Link: Advisors

Previous Episode

Other Episodes

Episode

June 07, 2024 • 00:26:52
Episode Cover

Independent Tuck-Ins: The Sweet Spot for Advisors

One of the best kept secrets in the financial services industry is the Tuck-In model. One of the best descriptions I’ve ever heard for...

Listen

Episode

July 30, 2025 • 00:37:43
Episode Cover

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...

Listen

Episode

November 15, 2024 • 00:36:09
Episode Cover

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...

Listen