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…For Advisors

Dec172019

Episode 14: John Hill CFP® on Working With Physicians As Clients

"...For Advisors"By Peter McGrattyDecember 17, 2019

“Well, I talked specifically about the idea that it was very difficult to build equity initially in a sole practice model. It was just not heard of. And so I think the accumulation piece was critical for these guys. You know, doctors have to live up to this understanding in the community that they make…

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Dec102019

Episode 13: Deb Kriebel on Gender Diversity in an Advisory Role

"...For Advisors"By Peter McGrattyDecember 10, 2019

“. . . watching the women’s World Cup soccer championships, and they’ve developed a pipeline where they’re starting girls at a very young age. And I think we need to do the same thing with wealth management. And I’ve recently been involved with a program called Invest in Girls where we’re starting to talk with…

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Dec32019

Episode 12: Ginny Hudgens on Strategic Planning for Advisory Firms

"...For Advisors"By Peter McGrattyDecember 3, 2019

“ . . . I think interest has always been high [in strategic planning] for advisors who understand our value proposition and understand the need to have a plan. It’s interesting to me that advisors understand the vital need of their clients to do planning, but they don’t see the need in their own firms.…

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Nov262019

Happy Thanksgiving from …For Advisors

"...For Advisors"By Kelly O'NeillNovember 26, 2019

In lieu of our regular weekly program, we just wanted to give thanks to all our faithful listeners and subscribers, without whom this program would not be possible. We’re eternally grateful for your ongoing support of the program, and of our mission to bring quality information to Advisors across the country that they can use…

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Nov192019

Episode 11: Dave Grant on a Roadmap to a Thriving RIA Practice

"...For Advisors"By Peter McGrattyNovember 19, 2019

“A lot of it was content marketing. You know, as you start an RIA, you’ve got nothing but time on your hands if you’re starting from scratch with zero clients. So a lot of it was understanding what problems I am finding in my own situation and writing about it. Writing is almost a form…

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Nov122019

Episode 10: Lauren Locker on How Eldercare Became Her Niche

"...For Advisors"By Peter McGrattyNovember 12, 2019

“Well, I’ll tell you the thing that surprised me the most, there was a group called the American Society on Aging, which who knew, right? There’s a group for everyone. They have a conference every year. And when I went there, there was over 4,000 people that go to this conference just to deal with…

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Nov52019
confidence

Episode 9: Diane MacPhee on Projecting the Right Confidence

"...For Advisors"By Peter McGrattyNovember 5, 2019

“ . . . you want to cultivate a mindset where you do feel that your value is substantial and you stand in that value and you do it in a confident manner, but not an arrogant manner. And when you achieve that level, and you demonstrate that authenticity, these conversations, they go very well,…

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Oct292019

Episode 8: Tim Riley on the Value of Active Management

"...For Advisors"By Peter McGrattyOctober 29, 2019

“. . . our biggest focus was that just be able to see the same two or three studies cited again and again and again in support of this belief that active management was not creating value. And we just wanted to look and say, “All right, but we have all these other papers, and…

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Oct222019

Epidsode 7: Chris Winn on Building Compliance Into Your Corporate Culture

"...For Advisors"By Peter McGrattyOctober 22, 2019

“The best way for most advisors to deal with compliance is to really integrate it into the overall operations and workflows of the business. So identifying how you service your clients, how you maintain information, how your systems work, and essentially aligning a lot of those business activities with the normal operational flows of your…

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Oct152019

Episode 6: Marnie Hards CFP® on Finding Her Niche

"...For Advisors"By Peter McGrattyOctober 15, 2019

“I think that people tend to look for an advisor that they feel comfortable with and they can relate to. So, I did start with quite a few fairly young families. I had my first daughter in 2002 and my second in 2005. So I was in this place where, we were a young, married,…

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Welcome to the podcast for,

and about,

Financial Advisors.

This podcast is designed and built just for independent advisors with AUM between $20 – $300M, with topics that advisors need information about every day, to run their practices. This is the only podcast built for advisors who feel that acting in the client’s best interest is just the tip of the iceberg in terms of client-centric business, client care, and ethical responsibility.

New episodes will be appearing here weekly, each on a different topic, each with a different guest (although we may invite some back, if you let us know how much you enjoyed hearing from them). Our goal is to bring you the best information available from a variety of sources in the advisor world, and some from outside that world, so you can put the latest and greatest information to work for you in developing your practice.

We’d like to hear from you as well. If you have comments, questions, or just want to say “howdy,” just e-mail us and we’ll get back to you as quickly as we can.

Congress Wealth Advisor Solutions
© 2022 Congress Wealth Advisor Solutions

Congress Wealth Advisor Solutions is a division of Congress Wealth Management, LLC (“Congress”), which is a registered investment advisor with the U.S. Securities and Exchange Commission. For additional information, please visit visit the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with Congress’ CRD #310873.

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