Épisodes

  • 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.

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    Talk to Garrett:

    Call: 919-561-2436

    Email: Garrett@theadvisoradvocates.com

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    40 min
  • 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

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    Meeting Link: Firms

    Meeting Link: Advisors

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    27 min
  • 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.

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    Talk to Garrett:

    Call: 919-561-2436

    Email: Garrett@theadvisoradvocates.com

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    Meeting Link: Firms

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    38 min
  • Outsourcing Your Tech - Soaring Towers
    Jul 17 2025

    Nick Costa of Soaring Towers explains how his company helps financial Firms offload their tech needs at a very scalable cost.

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    Talk to Garrett:

    Call: 919-561-2436

    Email: Garrett@theadvisoradvocates.com

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    33 min
  • Challenging the Status Quo: CPR Investments
    Jun 27 2025

    Charles and Nancy Reinhold talk about how their Firm challenges convention to bring cutting edge investment strategies to Advisors and clients.

    CPR Investments Website

    Talk to Garrett:

    Call: 919-561-2436

    Email: Garrett@theadvisoradvocates.com

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    Meeting Link: Firms

    Meeting Link: Advisors

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    51 min
  • Edge FA - The Growth Formula
    May 30 2025

    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.

    Ed's Edge Podcast

    Edge FA Website

    Talk to Garrett:

    Call: 919-561-2436

    Email: Garrett@theadvisoradvocates.com

    Schedule Meeting:

    Meeting Link: Firms

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    35 min
  • Sage Insurance Partners: The New 80/20 Standard
    May 23 2025

    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

    www.sageinsurancepartners.com

    Talk to Garrett:

    Call: 919-561-2436

    Email: Garrett@theadvisoradvocates.com

    Schedule Meeting:

    Meeting Link: Firms

    Meeting Link: Advisors

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    33 min
  • Building Trust Through Content
    Apr 30 2025

    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:

    Meeting Link: Firms

    Meeting Link: Advisors

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    39 min