Castos
By Advisor Advocates
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Category: Careers
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Episodes: 29
Description
Insights on the Financial Services industry from former Financial Advisor and CFP Garrett Layell. Learn more about what’s going on in the industry and how to fine tune your practice and maximize the enterprise value and growth potential of your practice.
| Episode | Date |
|---|---|
|
Solving the Succession Equation
|
Mar 31, 2026 |
|
The Team Based Approach for Independent Financial Advisors
|
Nov 24, 2025 |
|
Investing in Advisor Technology: CPR Investments
|
Aug 14, 2025 |
|
ICG Next: Raising the Bar on Service
|
Jul 30, 2025 |
|
Outsourcing Your Tech - Soaring Towers
|
Jul 17, 2025 |
|
Challenging the Status Quo: CPR Investments
|
Jun 27, 2025 |
|
Edge FA - The Growth Formula
|
May 30, 2025 |
|
Sage Insurance Partners: The New 80/20 Standard
|
May 23, 2025 |
|
Building Trust Through Content
|
Apr 30, 2025 |
|
Winning or Learning
|
Apr 17, 2025 |
|
Bridging the Gap
|
Mar 28, 2025 |
|
Financial Advisor’s Guide to Podcasting
|
Nov 27, 2024 |
|
Burn the Grid: Independent Advisor Alliance
|
Nov 15, 2024 |
|
Compassionately Capitalist: Fidant Wealth Partners
|
Nov 08, 2024 |
|
Action is the Language of Reality: Featuring Adrienne Grace
|
Oct 30, 2024 |
|
Decision Tree of Independence
|
Oct 25, 2024 |
|
Modern Marketing: Practice What You Preach
|
Oct 18, 2024 |
|
Picture Perfect Sunset Plans
|
Oct 02, 2024 |
|
People are Becoming the Key Differentiator
|
Sep 26, 2024 |
|
Minimum Size to Go Independent
|
Sep 17, 2024 |
|
Focus of the Firm: Part Three
|
Sep 04, 2024 |
|
Focus of the Firm: Part Two
|
Sep 04, 2024 |
|
Focus of the Firm: Part One
|
Sep 04, 2024 |
|
Advisor Compensation Trends
|
Aug 08, 2024 |
|
M&A Valuations and Deal Terms
|
Jul 19, 2024 |
|
So, You Want to Start an RIA?!
|
Jul 03, 2024 |
|
Turnkey RIAs: Your Invisible Partner
|
Jun 21, 2024 |
|
Independent Tuck-Ins: The Sweet Spot for Advisors
|
Jun 07, 2024 |
|
Sophisticated Simplicity: Edge Financial Advisors
|
May 10, 2024 |