Insights for Independence

In this episode of Insights for Independence, David sits down with Peter Olsen of Capital Group to discuss the growing role of model portfolios in today’s advisory landscape. As the industry evolves and advisors look for ways to scale their practices, many are turning to models to simplify portfolio management, create consistency for clients, and free up time to focus on planning and relationships.

Peter also shares a key concept he uses with advisors and clients alike: the math changes in retirement. As investors transition from accumulation to distribution, portfolio structure, withdrawal strategies, and risk management take on a different level of importance. David and Peter explore how advisors can adapt their approach and where model portfolios may fit into that shift.

In this episode of Insights for Independence, David Wood interviews Derrick Kinney, a former top financial advisor turned coach, speaker, and author of the Good Money Revolution. Derrick shares how his career pivot came from aligning his work with his passions, leading him to help other advisors avoid common mistakes and grow faster. He emphasizes the power of connecting with clients on an emotional level, clearly articulating the most painful problem you solve, and niching down to attract ideal clients. The conversation covers practical strategies—from crafting compelling “you know how” statements to leveraging generosity as a business driver—and highlights how giving back not only makes a difference but also strengthens client relationships. Derrick also offers insight into his coaching approach for top 1% advisors and his upcoming speaking engagements, blending personal stories with actionable advice for building a more purposeful and profitable practice. 

In this episode of "Insights for Independence", host David Wood sits down with Rick Lear of Lear Investment Management to challenge the status quo of portfolio construction. From the pitfalls of style-box investing and over-diversification to the rising influence of AI and crypto, they explore how advisors must unlearn outdated habits and embrace change. Rick shares stories from the dot-com era, highlights today's tech-driven landscape, and makes the case for theme-based, concentrated investing—all while keeping the client relationship at the center. 

Join host David Wood as he sits down with Jeff Kilburg, Founder of KKM Financial & CNBC Contributor, and discusses the current market volatility, and what it means for the future.

 In this episode of "Insights for Independence," host David Wood sits down with Dr. Kevin McGarry to discuss his journey in the financial services industry and his new book, "Lead with Purpose." Dr. McGarry shares his experiences, research, and key leadership principles that are applicable across various industries. Tune in to learn about the importance of leadership development, setting actionable goals, and maintaining integrity in both personal and professional life. 

In this episode of Insights for Independence, David Wood talks with Lindsay Kaminski about her transition from a wire house to the independent advisory space. Lindsay shares her experiences, challenges, and the advantages of gaining more control over her practice and client relationships. 

On this episode, David Wood talks with Kristen McGarry about her extensive career in wholesaling, the importance of building strong advisor relationships, and strategies for staying competitive in a dynamic industry. 

On this episode of Insights for Independence, we speak with Founder of InterGen Data, Robert Kirk, on the many ways we can leverage data in financial services. While offering immense insights and enhancing operational efficiency, data also helps strengthen relationships. 

On this episode of Insights For Independence, valued guest Diana Cabrices shares her story in the most genuine fashion on branding YOU. 

On this episode of Insights for Independence, successful Gateway financial advisor Melanie Milam shares her perspective on her faith-based, values-driven practice and how that translates to stronger relationships and overall success.