Dan Katz of Revolve Wealth Partners talks about his role as the next gen of a business started by his father, opting to build an RIA firm from scratch, and how their past experiences at UBS and Oppenheimer shapes the vision of their firm today.

What’s the secret to the success of top financial advisors? John Bowen of CEG Worldwide, coach to elite financial advisors, shares the “real gamechangers” that help advisors break through to the next level and accelerate growth.

Katherine Forrester Schneewind left a country music career behind to follow her dream of becoming a financial planner and instead became a star at Northwestern Mutual. In 2019, she left to launch RIA High Note Wealth with brother Michael Forrester.

For Brock Moseley, the choice to leave Morgan Stanley for a 2nd time in 2007 to launch RIA Miracle Mile Advisors was about living true to his ethos by building a business from the ground up, based on everything he couldn’t find anywhere else.

Mindy Diamond and Louis Diamond explore 10 of the most common practices and behaviors of elite wealth management teams based on their experiences in guiding many of the industry’s top players.

Vince Finney and Joe Panfil of Bibler, Finney, Panfil Private Wealth Management Group left UBS for Wells Fargo Advisors with Ryan Bibler. A departure for a show on independence, it’s a candid conversation with a young team who didn’t go independent.

Jerry Lombard, President of Janney’s Private Client Group talks about the regional firm’s exponential growth over recent years, plus how their unique balance of freedom and flexibility makes the employee model an attractive alternative for advisors.

Jim DeCota started his career in wealth management in the financial advisor training program at Edward Jones, building his business to $85mm in AUM in just over a decade, before leaving to build what is today $2B+ Enso Wealth Management.

Many advisors are coming off their best years ever, driven by increased client demands and a run-up in the financial markets. So why disrupt momentum and take-on the risk and hassle of a move, to change jerseys or break for independence?

Matt Liebman, Founding Partner and CEO of RIA firm Amplius Wealth Advisors discusses the complexity of considering change with a multi-generational team, the difficulty of walking away from a big brand name, and how that influenced his choice to build an independent firm.