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In this episode we explore some of the hottest topics in wealth management with Brian Hamburger, Founder, President and Chief Executive Officer of MarketCounsel & Founder and Managing Member of the Hamburger Law Firm.

Brian shares his unique perspective and experience on:

Mega trends for 2020

Has COVID made transitions easier or more difficult for advisors?

Where are advisors considering a transition getting tripped up?

How are firms receiving and integrating new advisors into their practice?

What do the next 6-12 months look like for advisor transitions?

Technology

How is technology fueling the growth to independence for advisors during these unprecedented times? 

How is technology shaping the way advisors interact with clients?

Benefits & concerns

And much more.

It’s an episode that covers a great deal of ground – solid information for any advisor who is looking to gather insight on the changes in the landscape and use that knowledge to take their business to the next level.

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BIO

Brian Hamburger is the Founder and Managing Member of the Hamburger Law Firm. Brian is also the Founder, President and Chief Executive Officer of MarketCounsel, an affiliated business, regulatory, and compliance consulting firm for entrepreneurial investment advisory firms nationwide. MarketCounsel and the Hamburger Law Firm are the result of an incessant entrepreneurial spirit and genuine desire to provide an unexpected level of value and service. Together, the consulting and law firms represent an unparalleled combination of preeminent counsel and uncompromising service to participants in the retail securities industry.

Previously, Mr. Hamburger was an attorney with the securities practice group of a large New Jersey law firm. While there, he practiced in the area of securities law, concentrating in investment adviser and broker-dealer registration and compliance matters as well as broker transition and practice management issues. Prior to that post, Brian served as a law clerk in the Enforcement Division of the U.S. Securities & Exchange Commission. He was also a judicial intern at the U.S. District Court for the Southern District of Florida and then, the State of Florida Third District Court of Appeal. Earlier, Brian was the chief compliance officer of an SEC-registered investment adviser. In addition to his father’s lifelong influence, Brian’s involvement in the securities industry started before he could even drive a car. Since then, he has been involved in a myriad of areas within the industry, posting a rich diversity of experiences with investment adviser and financial planning firms.

Mr. Hamburger is admitted to the bars of New Jersey, New York, Pennsylvania, Massachusetts, the District of Columbia, as well as the U.S. Supreme Court. He is a member of the American Bar Association (Business Law Section) and other bar associations; the Securities Industry and Financial Markets Association, Compliance & Legal Division; National Society of Compliance Professionals; Financial Planning Association; and Society of Financial Service Professionals. Brian has been appointed to the American Bar Association’s Committees on Federal Regulation of Securities; State Regulation of Securities; and Professional Conduct; and is a Platinum and Gold Key Member of the New York Chapter of the Investment Management Consultants Association and New Jersey Financial Planning Association, respectively.