A New Wealth Management Dimension

Podcasts

Reengineering Your Technology Wealth Stack To Scale Up Your Practice

Special Guest - ​​​​​​​​​Verity Larson - ​CEO and Co-Founder of Versoft Consulting 

Fusing ESOP Design into M&A Transactions 

Special Guest - ​​​​​​​​​Andrew Nikolai, CFA - Managing Director of CSG Partners 

Streamlining RIA Compliance while achieving Audit Readiness 

Special Guest - ​​​​​​​​Patrick Hunt - ​CEO of Smartria 

Embedding Private Trust Services Into Your Wealth Advisory Practice 

Special Guest - ​​​​​​​​Rosemary Hueser - ​SVP and Manager of Advisor Trust Services at BOK Financial 

Embedding Your AI Central Communication Hub Into Your Wealth Advisory Practice

Special Guest - ​​​​​​​Mark Gilbert - CEO and Co-Founder of Zocks

Securing Conventional Financing For Acquisitions, Partner Buyouts, and Debt Financing

Special Guest - ​​​​​​​​Greg Prokott - ​​​​​​​Managing Director of Advisor Financing

Utilizing IRS Tax Transcripts As A New Wealth Planning Tool 

Special Guest - ​​​​​​​David Stone - ​​​​​​President of IRS Solutions

How To Buy, Sell, Merge and Grow Your Wealth Advisory Firm, On Your terms

Special Guest - ​​​​​​James Tennies - ​​​​​President of InCap Group, Inc.

Partnering With CPA Firms To Expand Your Practice

Special Guest - ​​​​​​Robert Merl - BRN National Practice Director - BDO USA, LLP