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Advisor Advocates Podcast

Advisor Advocates Podcast

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 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.© 2024 Economie Réussite personnelle
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  • Solving the Succession Equation

    Solving the Succession Equation
    Mar 31 2026

    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.

    Learn More

    Talk to Garrett:

    Call: 919-561-2436

    Email: Garrett@theadvisoradvocates.com

    Schedule Meeting:

    Meeting Link: Firms

    Meeting Link: Advisors
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    31 min
  • The Team Based Approach for Independent Financial Advisors

    The Team Based Approach for Independent Financial Advisors
    Nov 24 2025

    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
    Afficher plus Afficher moins
    40 min
  • Investing in Advisor Technology: CPR Investments

    Investing in Advisor Technology: CPR Investments
    Aug 14 2025

    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.

    CPR Investments Website

    Talk to Garrett:

    Call: 919-561-2436

    Email: Garrett@theadvisoradvocates.com

    Schedule Meeting:

    Meeting Link: Firms

    Meeting Link: Advisors
    Afficher plus Afficher moins
    27 min
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