Managing Partner James Costabile & Ira Krulik discuss the collaborative approach taken by ICG Next to create a more efficient workflow for Independent Financial Advisors. 

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Call: 919-561-2436

Email: [email protected]

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Justin Reinhold discusses the importance of technology in an Advisors practice and how CPR invests in the commitment to stay ahead of the technological curve.

CPR Investments Website

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Call: 919-561-2436

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Managing Partner James Costabile of ICG Next in Wall Township, NJ discusses how their Firm is enhancing client service to grow in a self serving business world. 

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Call: 919-561-2436

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Nick Costa of Soaring Towers explains how his company helps financial Firms offload their tech needs at a very scalable cost. 

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Charles and Nancy Reinhold talk about how their Firm challenges convention to bring cutting edge investment strategies to Advisors and clients. 

CPR Investments Website

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Ed Meek & James Alexander of Edge FA discuss the balance and connection between organic and inorganic growth, and how Edge is using each to leverage the other to take their firm to new heights. 

Ed's Edge Podcast

Edge FA Website

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Call: 919-561-2436

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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

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Call: 919-561-2436

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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? 

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Call: 919-561-2436

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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. 

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Call: 919-561-2436

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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 

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