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

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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. 

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Talk to Garrett: 

Call: 919-561-2436

Email: Garrett@theadvisoradvocates.com

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