Kip Kiser of Sage Insurance Partners explains how his company helps Advisors offload their insurance workload without offloading their insurance revenue. 

Talk to Kip: 

Call: 704-397-1640

Email: [email protected]

www.sageinsurancepartners.com

Talk to Garrett: 

Call: 919-561-2436

Email: [email protected]

Schedule Meeting: 

Meeting Link: Firms 

Meeting Link: Advisors

Ed Meek of Edge Financial Advisors discusses his experiences from expanding his marketing practices. How does starting a podcast help to grow an Advisors brand and most importantly, reputation, to accelerate practice growth? 

Talk to Garrett: 

Call: 919-561-2436

Email: [email protected]

Schedule Meeting: 

Meeting Link: Firms 

Meeting Link: Advisors

Financial Advisors often realize that digital marketing can supercharge their growth efforts, but lack the technical expertise or marketing intuition needed to be successful. David Buzo, Chief Marketing Officer of Independent Advisor Alliance, breaks down the best practices of successful Advisors' digital marketing efforts. 

Talk to Garrett: 

Call: 919-561-2436

Email: [email protected]

Schedule Meeting: 

Meeting Link: Firms 

Meeting Link: Advisors

The imbalance of buyers and recruiters with Advisors looking for a change is overwhelming, and it creates a frustrating process for both sides. Firms struggle to stand out in the crowd, and Advisors are flooded with more suiters than they can sort through to find the best choice. 

Talk to Garrett: 

Call: 919-561-2436

Email: [email protected]

Schedule Meeting: 

Meeting Link: Firms 

Meeting Link: Advisors

As podcasting continues to grow as a media alternative, millions of investors are turning to podcasts to learn more about making smart decisions with their money. Financial Advisors are eager to tap into the opportunity to share their knowledge and experience with listeners who could be potential clients, but how do we make sure our shows are seen and heard?

In this episode, former Advisor and podcaster Garrett Layell discusses the process of starting and growing a podcast for Financial Advisors. Learn how to start a podcast, how to grow it, and best practices for keeping your listeners engaged and tuned in.

For more information or to speak with Garrett about how he can help:

Visit the website:

Give Garrett a call at 919-561-2436 or

Schedule time to chat:

Robert Russo discusses how his team at Independent Advisor Alliance helps Advisors execute their visions by building solutions around the needs of the Advisor or their Firm, rather than fitting square pegs into round holes. From modernized flat fee pricing to vision boarding and collaboration, IAA gives Independent Advisors everything they need to be successful without hamstringing with costs and services they don’t, providing a best of breed solution for independence.

If you are considering your options as an Independent Advisor or Firm, give Garrett a call at 919-561-2436 or send an email to [email protected] to discuss your options and learn more about Independent Advisor Alliance.

Garrett’s Calendar Link

With hearts of social workers and the minds of capitalists, Doug Kisker describes the unique, growth focused culture of his team at Fidant Wealth Partners. They provide their financial advisors the tools and culture to cultivate their business, without the high sales pressure and rigidity of many of their counterparts, offering an ideal environment for growth minded Advisors who want to plug into a growth machine to accelerate their growth.

If you are an Advisor exploring your options and would like to chat about Doug and his team, feel free to give Garrett a call at 919-561-2436 or send an email to [email protected] if you’d like to chat about any questions you may have.

Garrett’s Calendar Link

Adrienne Grace joins Garrett to discuss how she helps her clients focus their energy and efforts on the controllables of their business, and helps them to work with a clearer mind to better execute their business vision. To learn more about how Adrienne can help you further develop your practice, reach out to her or explore the resources below:

Adrienne Grace, CFA | LinkedIn

Adrienne Grace (@gracefully_adrienne) • Instagram photos and videos

Free Gift from Grace

To learn more or connect with Garrett, feel free to use this Calendar Link to schedule a call at your convenience, or reach out directly to 919-561-2436.

Veteran industry consultant Scott Steele joins Garrett to discuss the options facing Advisors once they make a decision to go independent. What are some of the questions they face and what are the results of each decision and how they impact your practice? Garrett and Scott walk through the decision-making process to help Advisors better understand the questions they should be asking to get to the outcome they are looking for as simply as possible.

If you would like to discuss this process or explore your options, feel free to reach out at 919-561-2436, or email [email protected]. You may also use Garrett’s Calendar Link to schedule a call at your convenience. And to contribute to organizations aiding the relief efforts in the North Carolina mountains, please visit the Hurricane Helene Support Resource page.

Developing a sound marketing strategy to build a sustainable growth engine for your business follows a lot of the same principles you advocate for your clients. Investing in a long-term plan, staying patient and consistent, can pay huge dividends for your practice.

Feel free to reach out at 919-561-2436, or email [email protected]. You may also use Garrett’s Calendar Link to schedule a call at your convenience.