Creating an independent advisory business can be a great way to break into the industry and provide clients with personalized services. It is, however, a complex process that requires a number of legal decisions, especially when starting from scratch. In today’s episode, Craig talks with John Davis, Attorney and Partner at Lynch Conger McLane. In his role, John helps people start businesses, run them effectively, and pass them on to the next generation. As a result of his achievements in legal practice and recognition from peers, he was named a Super Lawyers Rising Star from 2014-2018. John ta ..read more

Public relations professionals have long understood the importance of building relationships with key members of the media. But in the social media age, where news breaks online and stakeholders can communicate directly with brands, it’s more important than ever to have a comprehensive social media strategy in place. When done correctly, social media can be a powerful public relations tool that helps build relationships with key journalists, connect with potential customers and clients, and establish a strong online presence. In today’s episode, Craig talks with Jason Lahita, Founding Partner ..read more

Many businesses will invest in new marketing strategies, but fail to invest in ways that will help them truly capture and keep more clients.  In today’s episode, Craig talks with Tommy Martin, Partner and CEO at Vestia Wealth Advisors, CEO at Mammoth, and author of the bestselling book, Doctor’s Eyes Only. Tommy brings a wealth of experience to his role at Vestia. Tommy has been named nationally to Investment News’ inaugural list of Top 40 Under 40 Advisors, and was selected as one of eight industry visionaries “who will pull the rest of the profession into the next stratum”. Tommy talks ..read more

Financial services is an industry where many women do not feel comfortable and find it difficult to fit in. Creating a space where women can openly share their financial stories and learn from each other can help them gain confidence in making money decisions and provide support for any questions or challenges that may arise. In this episode, Craig talks with Lauren Pearson, Managing Director of Somerset Advisory and Founder of The Wealth Edit. Lauren is a champion for women, advocating for women advisors and women investors. She continues to break barriers to help women find their place in th ..read more

As advisors and entrepreneurs, we’re often laser-focused on the destination. But as most seasoned professionals wish their younger selves understood, the journey is more meaningful.  John Phoenix shares this sentiment. After years in the industry and multiple successful ventures under his belt, John believes in savoring the journey and pursuing what makes you happy above all else.  Following stints at various insurance companies, John founded his first company: Metamorphosis Money Management. He built one of the first tax overlay strategies and ultimately inked a deal with Enves ..read more

The Indie Advisor is a new podcast from tru Independence about financial advisors’ entrepreneurial drive for independence and freedom. In each episode, we unpack the most important lessons and strategies for building highly efficient and successful firms. From big picture vision to practical tools and processes, The Indie Advisor will help you skip the status-quo, and forge your own path to success. If putting revolutionary ideas into practice is your thing, we’d love for you to join us on this journey! Our first episode drops in February, so make sure to subscribe wherever you listen to podca ..read more