Advisor Advocates Podcast

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 Schedule Meeting:  Meeting Link: Firms  Meeting Link: Advisors

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.  Learn More   Talk to Garrett:  Call: 919-561-2436 Email: Garrett@theadvisoradvocates.com Schedule Meeting:  Meeting Link: Firms  Meeting Link: Advisors

Nick Costa of Soaring Towers explains how his company helps financial Firms offload their tech needs at a very scalable cost.  Learn More   Talk to Garrett:  Call: 919-561-2436 Email: Garrett@theadvisoradvocates.com Schedule Meeting:  Meeting Link: Firms  Meeting Link: Advisors

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 Schedule Meeting:  Meeting Link: Firms  Meeting Link: Advisors

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  Meeting Link: Advisors

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

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

Financial Advisors often realize that digital marketing can supercharge their growth efforts, but lack the technical expertise or marketing intuition needed to be successful. David Buzo, Chief Marketing Officer of Independent Advisor Alliance, breaks down the best practices of successful Advisors' digital marketing efforts.  Talk to Garrett:  Call: 919-561-2436 Email: Garrett@theadvisoradvocates.com Schedule Meeting:  Meeting Link: Firms  Meeting Link: Advisors

The imbalance of buyers and recruiters with Advisors looking for a change is overwhelming, and it creates a frustrating process for both sides. Firms struggle to stand out in the crowd, and Advisors are flooded with more suiters than they can sort through to find the best choice.  Talk to Garrett:  Call: 919-561-2436 Email: Garrett@theadvisoradvocates.com Schedule Meeting:  Meeting Link: Firms  Meeting Link: Advisors

As podcasting continues to grow as a media alternative, millions of investors are turning to podcasts to learn more about making smart decisions with their money. Financial Advisors are eager to tap into the opportunity to share their knowledge and experience with listeners who could be potential clients, but how do we make sure our shows are seen and heard? In this episode, former Advisor and podcaster Garrett Layell discusses the process of starting and growing a podcast for Financial Advisors. Learn how to start a podcast, how to grow it, and best practices for keeping your listeners engaged and tuned in. For more information or to speak with Garrett about how he can help: Visit the website: Give Garrett a call at 919-561-2436 or Schedule time to chat:

Robert Russo discusses how his team at Independent Advisor Alliance helps Advisors execute their visions by building solutions around the needs of the Advisor or their Firm, rather than fitting square pegs into round holes. From modernized flat fee pricing to vision boarding and collaboration, IAA gives Independent Advisors everything they need to be successful without hamstringing with costs and services they don’t, providing a best of breed solution for independence. If you are considering your options as an Independent Advisor or Firm, give Garrett a call at 919-561-2436 or send an email to Garrett@theadvisoradvocates.com to discuss your options and learn more about Independent Advisor Alliance. Garrett’s Calendar Link

With hearts of social workers and the minds of capitalists, Doug Kisker describes the unique, growth focused culture of his team at Fidant Wealth Partners. They provide their financial advisors the tools and culture to cultivate their business, without the high sales pressure and rigidity of many of their counterparts, offering an ideal environment for growth minded Advisors who want to plug into a growth machine to accelerate their growth. If you are an Advisor exploring your options and would like to chat about Doug and his team, feel free to give Garrett a call at 919-561-2436 or send an email to Garrett@theadvisoradvocates.com if you’d like to chat about any questions you may have. Garrett’s Calendar Link

Adrienne Grace joins Garrett to discuss how she helps her clients focus their energy and efforts on the controllables of their business, and helps them to work with a clearer mind to better execute their business vision. To learn more about how Adrienne can help you further develop your practice, reach out to her or explore the resources below: Adrienne Grace, CFA | LinkedInAdrienne Grace (@gracefully_adrienne) • Instagram photos and videosFree Gift from GraceTo learn more or connect with Garrett, feel free to use this Calendar Link to schedule a call at your convenience, or reach out directly to 919-561-2436.

Veteran industry consultant Scott Steele joins Garrett to discuss the options facing Advisors once they make a decision to go independent. What are some of the questions they face and what are the results of each decision and how they impact your practice? Garrett and Scott walk through the decision-making process to help Advisors better understand the questions they should be asking to get to the outcome they are looking for as simply as possible. If you would like to discuss this process or explore your options, feel free to reach out at 919-561-2436, or email Garrett@theadvisoradvocates.com. You may also use Garrett’s Calendar Link to schedule a call at your convenience. And to contribute to organizations aiding the relief efforts in the North Carolina mountains, please visit the Hurricane Helene Support Resource page.

Developing a sound marketing strategy to build a sustainable growth engine for your business follows a lot of the same principles you advocate for your clients. Investing in a long-term plan, staying patient and consistent, can pay huge dividends for your practice. Feel free to reach out at 919-561-2436, or email Garrett@theadvisoradvocates.com. You may also use Garrett’s Calendar Link to schedule a call at your convenience.

Each Advisor envisions their retirement and legacy plan in their own unique way, just like their clients. Garrett Layell breaks down the seemingly endless list of options Advisors have for succession planning, and how the top Advisors approach this process to create the best outcome for their practice. If you would like to discuss this process or explore your options, feel free to reach out at 919-561-2436, or email Garrett@theadvisoradvocates.com. You may also use Garrett’s Calendar Link to schedule a call at your convenience.

As technology continues to advance and evolve, computers are able to perform objective processes more cost effectively than humans in a variety of ways. But the extension of this puts a premium on the human element of the Advisor/Client relationship. While many Advisors may struggle to keep up with computers, those with a true empathy and compassion for their clients may be able to not only survive a battle with the robots but be able to thrive thanks to reduced competition. If Advisor Advocates can help you explore the best ways to position your practice for the next phase of your business, feel free to give Garrett a call at 919-561-2436 or send an email to Garrett@theadvisoradvocates.com if you’d like to chat about any questions you may have. Garrett’s Calendar Link

How big does an Advisor's business have to be to survive as an Independent? Even 10 years ago, the answers to this question were all over the map, and often misunderstood by Advisors. Technology enhancements, competition, and COVID, have drastically reshaped the industry in a short period of time, making it easier and more confusing than ever to take your practice independent.The average Independent Advisor will net around twice as much income as an average Employee Advisor. But sometimes Advisors forget the reciprocal of this truth: An Independent Advisor needs half as much AUM to make the same amount of money as an Employee Advisor.There are a lot of sound reasons for an Advisor to stay in an employee relationship, and Advisor Advocates fully supports Firms who offer stability to Advisors who thrive in a team environment. But far too many Advisors stay in difficult situations because they overestimate the challenge of being independent, both economically and practically. In this episode, former Independent Advisor Garrett Layell unpacks the decision to start a small independent practice and helps Advisors outline the decision tree to help them determine if their practice is large enough to survive as an Independent.If you are an Advisor exploring your options or a Firm hoping to better position yourself to grow your team, feel free to give Garrett a call at 919-561-2436 or send an email to Garrett@theadvisoradvocates.com if you’d like to chat about any questions you may have.Garrett’s Calendar Link

As more Firms evolve and grow into more comprehensive practices, Advisors have more choices than ever when deciding how to best achieve their professional goals and provide the best service for their clients. Competitive salaries, all-star teams, and growth super-engines have emerged and created terrific opportunities for Advisors who knows what they are looking for and how to spot the best fit for their skillset and for their practice. Garrett Layell completes the Focus of the Firm trilogy by discussing Employee Advisor roles and how the culture of a Firm may cultivate and focus on success at the individual Advisor level, on building successful teams, or leveraging the power and scale of the brand, and which types of Advisors might find appeal in each model. If you are an Advisor exploring your options or a Firm hoping to better position yourself to grow your team, feel free to give Garrett a call at 919-561-2436 or send an email to Garrett@theadvisoradvocates.com if you’d like to chat about any questions you may have. Garrett’s Calendar Link

Independent no longer means alone for Financial Advisors who want to own their book of business. In the second episode of the three-part series, Garrett Layell breaks down the variety of ways Independent Financial Advisors can operate in environments focusing on individual achievement, team collaboration, or brand powered success. If you are an Advisor exploring your options or a Firm hoping to better position yourself to grow your team, feel free to give Garrett a call at 919-561-2436 or send an email to Garrett@theadvisoradvocates.com if you’d like to chat about any questions you may have. Garrett’s Calendar Link