BRAIN TRUST INSIGHTS

Bain Nickels ep 9

What Works for Pivoting for Growth & Simplified Financial Planning | Episode #09 with Bain Nickels 

Bain’s journey offers a compelling narrative for independent financial advisors seeking growth, evolution, and a deeper, more meaningful way to serve their clients.
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Episode #08 with Mike Tarrant

What Works for Niche Marketing, Fee Models, and Practice Persistence? | Episode #08 with Mike Tarrant

Mike is a respected voice within the IFG consortium, a community of advisors that provides support, networking, and a shared platform for growth
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RIA Software: How to Build the Best Financial Advisor Tech Stack

Building an effective RIA software stack is key to success. Learn how the right financial advisor tech stack can drive firm growth.
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pexels-matheus-bertelli

Going Independent as a Financial Planner: Should I Stay or Should I Go?

Weigh the pros and cons of going independent to make the best decision for your financial planning career.
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financial advisor recruiters

Guide to Financial Advisor Recruiting: Trends and Best Practices

Attract and retain top talent with these proven financial advisor recruiting strategies. Learn what top advisors want and how to build a culture they'll love.
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SEO for Financial Advisors: 14 Essential Strategies for Success

Learn the SEO strategies that can increase your visibility online and attract more clients to your practice.
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Matt Carpinelli Ep 02

What Works for Client Experience Design, Actionable Financial Planning and Succession Strategies : Episode #02 with Matt Carpinelli

We recap our conversation with Matt Carpinelli, President and Wealth Advisor at AFC Wealth.
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What Works for Career Transitions, Lasting Client Relationships and Adapting for Growth? | Episode #07 with Rich Lombardi

In this episode we talk about adapting to change, niching down, and focused communication strategies.
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Young Financial Advisors

Financial Advisor Shortage: The Decline of Younger Advisors & Future of the Industry

Dive deeper into the challenges facing the RIA industry. In this blog, we discuss the growing generational gap and decilne of younger advisors.
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Create a Financial Advisor Business Plan & Launch Your RIA

Discover how to design a robust business plan that lays the foundation for long-term success in financial advising.
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Land Bridges

CEO

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