Advisor Advocates Podcast
Insights on the Financial Services industry from former Financial Advisor and CFP Garrett Layell. Learn more about what’s going on in the industry and how to fine tune your practice and maximize the enterprise value and growth potential of your practice.
Episodes
In this episode, Garrett introduces the Advisor Advocate Search Tool, the anonymous resource allowing Financial Advisors to explore Firms, connect, and communicate to learn more.
Most recruiting processes force you to give up your data before you even know if a firm is a good fit. The Advisor Advocate is designed specifically for financial advisors.
Total Anonymity: Browse, compare, and message firms directly without sharing your i...
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 the critical difference between "client service" and true "client care."
Deb shares her journey from a 20-year career in hospitality to becoming the "face and voice" of a financial firm. We dive into why the human element—the ability to make someone feel seen, heard, and at home&...
Managing Partner of ICG Next James Costabile & Stephen Kuczynski discuss the challenge facing the financial services industry as it attempts to create succession planning solutions for Advisors and their clients.
Talk to Garrett:
Call: 919-561-2436
Email: Garrett@theadvisoradvocates.com
Schedule Meeting:
Managing Partner James Costabile & Ira Krulik discuss the collaborative approach taken by ICG Next to create a more efficient workflow for Independent Financial Advisors.
Talk to Garrett:
Call: 919-561-2436
Email: Garrett@theadvisoradvocates.com
Schedule Meeting:
Justin Reinhold discusses the importance of technology in an Advisors practice and how CPR invests in the commitment to stay ahead of the technological curve.
Talk to Garrett:
Call: 919-561-2436
Email: Garrett@theadvisoradvocates.com
Schedule Meeting:
Managing Partner James Costabile of ICG Next in Wall Township, NJ discusses how their Firm is enhancing client service to grow in a self serving business world.
Talk to Garrett:
Call: 919-561-2436
Email: Garrett@theadvisoradvocates.com
Schedule Meeting:
Nick Costa of Soaring Towers explains how his company helps financial Firms offload their tech needs at a very scalable cost.
Talk to Garrett:
Call: 919-561-2436
Email: Garrett@theadvisoradvocates.com
Schedule Meeting:
Charles and Nancy Reinhold talk about how their Firm challenges convention to bring cutting edge investment strategies to Advisors and clients.
Talk to Garrett:
Call: 919-561-2436
Email: Garrett@theadvisoradvocates.com
Schedule Meeting:
Ed Meek & James Alexander of Edge FA discuss the balance and connection between organic and inorganic growth, and how Edge is using each to leverage the other to take their firm to new heights.
Talk to Garrett:
Call: 919-561-2436
Email: Garrett@theadvisoradvocates.com
Schedule Meeting:
Kip Kiser of Sage Insurance Partners explains how his company helps Advisors offload their insurance workload without offloading their insurance revenue.
Talk to Kip:
Call: 704-397-1640
Email: KKiser@Sageinsurancepartners.com
Talk to Garrett:
Call: 919-561-2436
Email: Garrett@theadvisoradvocates.com
Schedule Meeting:
Ed Meek of Edge Financial Advisors discusses his experiences from expanding his marketing practices. How does starting a podcast help to grow an Advisors brand and most importantly, reputation, to accelerate practice growth?
Talk to Garrett:
Call: 919-561-2436
Email: Garrett@theadvisoradvocates.com
Schedule Meeting:
Financial Advisors often realize that digital marketing can supercharge their growth efforts, but lack the technical expertise or marketing intuition needed to be successful. David Buzo, Chief Marketing Officer of Independent Advisor Alliance, breaks down the best practices of successful Advisors' digital marketing efforts.
Talk to Garrett:
Call: 919-561-2436
Email: Garrett@theadvisoradvocates.com
Schedule Meeting: ...
The imbalance of buyers and recruiters with Advisors looking for a change is overwhelming, and it creates a frustrating process for both sides. Firms struggle to stand out in the crowd, and Advisors are flooded with more suiters than they can sort through to find the best choice.
Talk to Garrett:
Call: 919-561-2436
Email: Garrett@theadvisoradvocates.com
Schedule Meeting:
As podcasting continues to grow as a media alternative, millions of investors are turning to podcasts to learn more about making smart decisions with their money. Financial Advisors are eager to tap into the opportunity to share their knowledge and experience with listeners who could be potential clients, but how do we make sure our shows are seen and heard?
In this episode, former Advisor and podcaster Garrett Layell discusses the...
Robert Russo discusses how his team at Independent Advisor Alliance helps Advisors execute their visions by building solutions around the needs of the Advisor or their Firm, rather than fitting square pegs into round holes. From modernized flat fee pricing to vision boarding and collaboration, IAA gives Independent Advisors everything they need to be successful without hamstringing with costs and services they don’t, providin...
With hearts of social workers and the minds of capitalists, Doug Kisker describes the unique, growth focused culture of his team at Fidant Wealth Partners. They provide their financial advisors the tools and culture to cultivate their business, without the high sales pressure and rigidity of many of their counterparts, offering an ideal environment for growth minded Advisors who want to plug into a growth machine to accelerate thei...
Adrienne Grace joins Garrett to discuss how she helps her clients focus their energy and efforts on the controllables of their business, and helps them to work with a clearer mind to better execute their business vision. To learn more about how Adrienne can help you further develop your practice, reach out to her or explore the resources below:
Adrienne Grace, CFA | LinkedIn
Adrienne Grace (@gracefully_adrienne) • Instagram photos a...
Veteran industry consultant Scott Steele joins Garrett to discuss the options facing Advisors once they make a decision to go independent. What are some of the questions they face and what are the results of each decision and how they impact your practice? Garrett and Scott walk through the decision-making process to help Advisors better understand the questions they should be asking to get to the outcome they are looking for as si...
Developing a sound marketing strategy to build a sustainable growth engine for your business follows a lot of the same principles you advocate for your clients. Investing in a long-term plan, staying patient and consistent, can pay huge dividends for your practice.
Feel free to reach out at 919-561-2436, or email Garrett@theadvisoradvocates.com. You may also use Garrett’s Calendar Link to schedule a call at your convenience.
Each Advisor envisions their retirement and legacy plan in their own unique way, just like their clients. Garrett Layell breaks down the seemingly endless list of options Advisors have for succession planning, and how the top Advisors approach this process to create the best outcome for their practice.
If you would like to discuss this process or explore your options, feel free to reach out at 919-561-2436, or email Garrett@theadvi...
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