Ep.54: Forward Thinking – An Interview with Michael Bryan, CEO, Triad Hybrid Solutions
The financial services industry is undergoing an awakening, the catalysts for which are many while the impacts are undeniable. In a wide-ranging discussion, Elite Consulting Partners CEO Frank LaRosa is joined by Michael Bryan, CEO of Triad Hybrid Solutions, to...
Ep.53: Leading and Listening – An Interview With Adam Antoniades, CEO, Cetera Financial Group
The COVID-19 pandemic has transformed financial services and understanding where the industry was, where it is now, and where it is going will be vital to creating a new playbook for success. In an insightful and dynamic discussion, Elite Consulting Partners CEO Frank...
Ep.52: A Time of Opportunity – An Interview with Manish Dave, Senior Vice President, Business Development, Ameriprise Financial
As firms, advisors, and clients come to grips with the new financial services landscape of the post COVID-19 world, it is important to recognize that with skillful planning, business management practices, and an eye to the future there is the potential for great...
Ep.51: A New Kind Of Independence – An Interview with James Gold, CEO, and Douglas Kentfield, Head of Wealth Management, Steward Partners
The realization that true independence is not for every advisor has gained a strong foothold in the financial services industry. Top firms are innovating and evolving to offer models which address this, while holding the delicate line between advisor support and...
Ep.50: Behind the Scenes with Rich Steinmeier and LPL’s new EMPLOYEE MODEL
LPL Financial’s launch of an independent employee advisor model has taken the financial services industry by storm. It is being recognized as both a true W-2 model and a business evolution for LPL through its strategic innovations in structured support and...Subscribe & Watch Behind the Scenes Footage of Our Podcasts on YouTube
