A Conversation with Kevin Reed — President, Private Client Group at Janney
AdvisorHub’s CEO, Tony Sirianni talks with Kevin Reed — President, Private Client Group at Janney. The two discuss the new partnership with KKR and their investment in Janney, being a service organization that benefits the financial advisor, cultivating an advisor first culture, making strategic investments in new markets, and having autonomy with full-service support.
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24:17
A Conversation with Robert Stark — CEO of Nomura Capital Management
AdvisorHub’s CEO, Tony Sirianni talks with Robert Stark — CEO of Nomura Capital Management. The two discuss the advantages of the American market, risk tolerance and capacity of clients, RIA’s familiarity with direct lending, semi-liquid structures and investments, and growing the U.S.- based asset management business.
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19:40
A Conversation with David Scranton — Founder of Sound Income Group
AdvisorHub’s CEO, Tony Sirianni talks with David Scranton — Founder of Sound Income Group. The two discuss the freedom and autonomy of being a financial advisor, how to attract and not chase new business, generating leads in an attraction based business, creating an income based business model, and David’s book — Attract & Grow — The Financial Advisor’s Blueprint for Attracting $50 Million in Annual Assets.
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20:51
A Conversation with Frank LaRosa — CEO of Elite Consulting Partners
AdvisorHub’s CEO, Tony Sirianni talks with Frank LaRosa — CEO of Elite Consulting Partners. The two discuss the trend from W-2 to the independent space (and back again), M&A and succession planning, why advisors are making certain transition decisions, the value and scalability of A.I., and increasing the value of your business by the quality of your data.
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33:36
A Conversation with John Langston — Founder & CEO of Republic Capital Group
AdvisorHub’s CEO, Tony Sirianni talks with John Langston — Founder & CEO of Republic Capital Group. The two discuss John’s original career path as a financial advisor, managing client life events, how clients change their advisor over an inflection point, the biggest mistakes an advisor can make, and how 70-75% of clients underestimate the value of their business.
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