The Powering Independence Podcast is a conversation about the RIA space with topics spanning the spe
Welcome back to another episode of the Independence Playbook. In today’s episode, John is joined by
Welcome back to another episode of the Independence Playbook. In today’s episode, Angela Gingras, Ch
Welcome to the Independence Playbook Podcast! Join John Sullivan, Head of Network Development and Se
Episode 32: The Future of Wealth ManagementGuest Speaker: Anand Sekhar, Vice President, Practice Man
Episode 31: How Great Leaders Combine Data and Instinct to Produce ResultsGuest Speakers: Steve Tenn
Episode 30: Getting the Inside Scoop on the Independent Space: A Conversation with Ben Harrison In
Episode 29: How to Find and Keep the Best Talent within Your Organization With more than 30 years of
Inside the Deal Part 4: Integration Zero in on how to integrate an RIA, a new team, or a new advisor
Inside the Deal Part 3: Closing Zero in on negotiating & closing RIA deals, and learn best pract
Inside the Deal Part 2: Execution Zero in on RIA deal execution behind closed doors and learn best p
Inside the Deal Part 1: Deal Readiness How do RIAs know if they are M&A ready? How are deals
Episode 28: Improving Your Communication as a Leader This podcast focuses on a very important them
Episode 27: Trends in the Off-Shore Advisory Space As one of the major wealth management instituti
Episode 26: In this year’s final podcast, I speak with Lisa Crafford, a principal within the Platfo
Episode 25: What it means to be a “Schwabie”—Examining the Powerful Culture of Charles Schwab throug
Episode 24: Making the Uncomfortable, Comfortable: How to Discuss the Meaning of Wealth as a Financ
