Bernie Kiely, highly respected and renowned advisor tells you how it is in the world of advisory practice and how to develop your practice through working closely with industry-oriented organizations.... read more →
This podcast is designed and built just for independent advisors with AUM between $20 – $300M to help them make good management decisions with information they need to run their practices. This is the only podcast built specifically 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.
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Congress Wealth Advisor Solutions (CWAS) is a division of Congress Wealth Management, LLC (CWM), which is a registered investment advisor with the U.S. Securities and Exchange Commission. For additional information, please visit the Investment Adviser Public Disclosure website by searching with CWM's CRD #310873. CWM acquired Pinnacle Advisory Group, Inc. (Pinnacle) on April 30, 2021.
Congress Wealth Advisor Solutions (CWAS) is a division of Congress Wealth Management, LLC (CWM), which is a registered investment advisor with the U.S. Securities and Exchange Commission. For additional information, please visit the Investment Adviser Public Disclosure website by searching with CWM's CRD #310873. CWM acquired Pinnacle Advisory Group, Inc. (Pinnacle) on April 30, 2021.