Episodes

July 12, 2022

Developing the Next Generation of Business Leaders with Laurie Nichols

As the next generation of leaders takes the reins of businesses and organizations, they have to be prepared for the challenges ah…

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June 14, 2022

Best Practices for Optimizing Business Performance with Craig Butler

Today's rapidly changing business landscape necessitates speed and agility — a lone wolf can no longer survive. The most successf…

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May 10, 2022

The Legal Guide to Starting an Independent Advisory Business with Joh…

Creating an independent advisory business can be a great way to break into the industry and provide clients with personalized ser…

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May 3, 2022

Helping Advisors Plan Their Wealth Management Strategies with Gavin S…

Financial advisors have a fiduciary responsibility to their clients to manage their money in the best way possible. This means lo…

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April 26, 2022

Financial PR: Establishing Credibility in the Financial Services Indu…

Public relations professionals have long understood the importance of building relationships with key members of the media. But i…

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April 12, 2022

The Roadmap to Compliance with Stacy Sizemore

Compliance is more than just following rules; it's about managing risks. Compliance protects businesses and customers alike. The …

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March 29, 2022

Partnership As A Powerful Tool For Growth with Amit Dogra

As an entrepreneur, it’s essential to build a strong team of partners. Partnership can create a powerhouse of individuals working…

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March 15, 2022

How Technology Impacts Independent Advisory Services with Mark Albers

In today’s episode, Craig talks with Mark Albers, President and CEO of Kinetic Strategic Partners, an independent advisory firm t…

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March 1, 2022

How to Build a Solid Financial Future with Al Lorenzi

Insurance is a necessary part of financial planning. While it is one of those things that many people overlook, it helps you prot…

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Feb. 22, 2022

Investing in Clients, and Finding the Right Partners and Coaches with…

Many businesses will invest in new marketing strategies, but fail to invest in ways that will help them truly capture and keep mo…

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Feb. 15, 2022

Empowering Women: Financial Confidence and Clarity with Laura Pearson

Financial services is an industry where many women do not feel comfortable and find it difficult to fit in. Creating a space wher…

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Feb. 8, 2022

The Future of Financial Planning, and Protecting Our Most Valuable As…

As advisors and entrepreneurs, we’re often laser-focused on the destination. But as most seasoned professionals wish their younge…

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Jan. 24, 2022

Introducing: The Indie Advisor!

The Indie Advisor is a new podcast from Tru Independence about financial advisors’ entrepreneurial drive for independence and fre…

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