The Team Based Approach for Independent Financial Advisors

Update: 2025-11-24

Description

Managing Partner James Costabile & Ira Krulik discuss the collaborative approach taken by ICG Next to create a more efficient workflow for Independent Financial Advisors.

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Email: Garrett@theadvisoradvocates.com

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The Team Based Approach for Independent Financial Advisors

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The Team Based Approach for Independent Financial Advisors

Advisor Advocates

The Team Based Approach for Independent Financial Advisors