GetClarity

On today’s episode of GetClarity, host Shad Besikof is joined by Robert Sofia, CEO of Snappy Kraken. Robert shares the story behind Snappy Kraken, as well as his advice on how independent financial advisors can work effectively with a marketing platform to grow their financial advisory business.

On this episode of GetClarity, host Shad Besikof is joined by Todd Resnick, a former advisor at Morgan Stanley and the co-founder and president of One Seven. Todd shares how breakaway advisors can build a positive work environment and culture while...

Today Shad Besikof is joined by his longtime friend, former Schwab Advisor Services colleague, and President and Founder of Nexus Strategy, Tim Welsh, CFP®. In this episode of GetClarity, Shad and Tim discuss trends and opportunities advisors making the...

Join TruClarity Management Solutions President Shad Besikof as he dives into the best practices of cybersecurity with guests Adam Moseley, Managing Director at Scwab Advisor Services, and Brian Francetich, Shareholder and Director at Golsan Scruggs.

Join Shad Besikof and Julie Johnson, president and CEO of XY Communication, as they discuss solidifying client and prospect communication to benefit growth-oriented advisors. Julie shares her advice on solving organic growth challenges by fine tuning...

On this episode of GetClarity, Shad Besikof is joined by Rafay Farooqui, founder and CEO of SAF Platform. After starting his career at Goldman Sachs in 1998, Rafay and his team of partners founded CAIS, a fund placement firm focused on wealth...

On this episode of GetClarity, Shad Besikof, President & COO of TruClarity Management Solutions, is joined by his former colleague, Ben Harrison, Managing Director for Advisor Solutions at BNY Mellon | Pershing. Tune in as Shad and Ben virtually...

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