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Resources

Browse through our collection of content specially curated for the financial advisor audience including practice management, recruiting and legal.

Zoom Call: David Canter, EVP, Fidelity Institutional – April 2021
4/19/2021
Video, Video Featuring Tony Sirianni, Video Industry in Transition Zoom Call
Stifel’s Ron Kruszewski: A Letter to Our Shareholders
4/14/2021
Resources
Kitces: Why Your Financial Planning Fees SHOULD Be Too Expensive For Some Of Your Prospects
4/14/2021
Practice Management Resources, Resources
Zoom Call: Kurt Miscinski, President & CEO of Cerity Partners
4/12/2021
Video, Video Featuring Tony Sirianni, Video Industry in Transition Zoom Call
Orion Advisor Tech: How to Start Your Breakaway Firm with a Full Book of Business
4/9/2021
Breakaway Center
Ownership with a Big Assist from Charles Schwab
4/8/2021
RIA Resource Center
DOW 100,000 and our first Trillionaire
4/7/2021
Resources
Paul Dietrich’s Market Commentary – B. Riley Wealth Management: Infrastructure and New Taxes
4/6/2021
Markets Resource
Here’s Why Durable Dividends Are Critical for 2021
4/5/2021
Resources
Introducing PGIM Quant Select
4/1/2021
Resources
The Independence Model. Made For Moments Like These.
4/1/2021
RIA Resource Center, White Paper
Zoom Call: Tim Oden, National Sales Manager, Business Development at Schwab Advisor Services, March 2021
3/22/2021
RIA Resource Center, Video, Video Featuring Tony Sirianni, Video Industry in Transition Zoom Call
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EXPLORE THESE PODCASTS

AllIndependence
The must listen-to podcast for financial advisors by Tony Sirianni. Guests to include:
-Ron Kruszewski
-Shirl Penney
-Penny Pennington
-Eric Clarke
and many more
Incisive conversations focused on helping investors navigate the ever-changing global market landscape
Michael Kitces and Carl Richards discuss financial advising topics.
The “new advice value stack,” and how firms can use it to help maximize their own value propositions for their clients.
Interviews and insights for advisors curious about switching to a new broker dealer.
The Brighthouse Financial Insights Panel is a group of leading, independent experts providing powerful insights into the big challenges facing you and your clients.
Powering Independence Podcast, insights and ideas for RIAs, presented by Dynasty Financial Partners. A podcast dedicated to presenting fresh ideas and best practices for the wealth management industry.
As an industry expert, Frank LaRosa provides guidance and advice on a host of topics from recruiting and transitions, succession planning, practice management, M&A and more.
Our goal is to unlock the challenges to reveal the opportunities and what it means to provide advice in the 21st century.
Go behind the scenes with registered investment advisors and other related independent business model experts
As a nationally recognized recruiter and consultant to financial advisors, Mindy Diamond has unmatched experience in introducing advisors to the independent space.
The must listen-to podcast for investors, venture capitalists and financial advisors, with Tony Sirianni and Paul Dietrich.
An Introduction to Independence: 5 Key Episodes to Jumpstart Your Knowledgebase
Jay is an investment strategist, CERTIFIED FINANCIAL PLANNER™ and business consultant to financial advisors.
We interview top financial advisors and visionary voices to bring you the strategies, tips, and tools you need to make a difference in people’s lives.
A financial literacy and commentary show that features a number of investors, financial experts, professional athletes, business owners and more.
Join Sound Financial Group CEO Paul Adams and President Cory Shepherd every week, as they help you Design and Build a Good Life™.
The Kuderna Podcast, focusing on wealth in it's original meaning- a state of well being.
Timeless wisdom, actionable information you can use right now to make smarter investment decisions.
Made for and dedicated to those folks serious about their financial plan.
Suzanne Siracuse asks the questions nobody else asks, as influencers and interviewer collide in her new and truly unique podcast series The Big Reveal.
Our webcast is dedicated to helping our viewers get real insights by avoiding the cognitive dissonance of today’s media outlets and biased editorial filters.

RECENT EPISODES FROM THE TONY SIRIANNI PODCAST

  • A Conversation with David Canter, EVP, Head of the RIA Segment, Fidelity Institutional – April 2021

    A Conversation with David Canter, EVP, Head of the RIA Segment, Fidelity Institutional – April 2021

    Apr 19, 2021
  • A Conversation with Kurt Miscinski, President & CEO, Cerity Partners

    A Conversation with Kurt Miscinski, President & CEO, Cerity Partners

    Apr 12, 2021

RECENT EPISODES FROM MINDY DIAMOND ON INDEPENDENCE PODCAST

  • Demystifying Compliance for RIAs: What You Need to Know

    Demystifying Compliance for RIAs: What You Need to Know

    Apr 22, 2021
  • Michael Kitces on Everything Financial Advisors Need to Know About Growth

    Michael Kitces on Everything Financial Advisors Need to Know About Growth

    Apr 8, 2021
  • Industry Update: 10 Reasons Why Some Financial Advisors Shouldn’t Go Independent

    Industry Update: 10 Reasons Why Some Financial Advisors Shouldn’t Go Independent

    Apr 15, 2021
  • Industry Update: Answers to the Top 10 Questions Advisors Ask When Considering Change

    Industry Update: Answers to the Top 10 Questions Advisors Ask When Considering Change

    Feb 18, 2021

RECENT EPISODES FROM THE POWERING INDEPENDENCE PODCAST FROM DYNASTY FINANCIAL PARTNER

  • Improving Your Communication as a Leader

    Improving Your Communication as a Leader

    Mar 24, 2021
  • Trends in the Off-Shore Advisory Space

    Trends in the Off-Shore Advisory Space

    Mar 12, 2021

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