Couverture de Advisor Advocates Podcast

Advisor Advocates Podcast

Advisor Advocates Podcast

De : Advisor Advocates
Écouter gratuitement

3 mois pour 0,99 €/mois

Après 3 mois, 9.95 €/mois. Offre soumise à conditions.

À propos de ce contenu audio

 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
Les membres Amazon Prime bénéficient automatiquement de 2 livres audio offerts chez Audible.

Vous êtes membre Amazon Prime ?

Bénéficiez automatiquement de 2 livres audio offerts.
Bonne écoute !
    Épisodes
    • 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
    • ICG Next: Raising the Bar on Service

      ICG Next: Raising the Bar on Service
      Jul 30 2025

      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.

      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
      38 min
    Aucun commentaire pour le moment