Episode 8:
Is Going Independent Worth It for Financial Advisors? Ft. Megan Mills
In this episode of Independence: Amplified, Trisha Qualy talks with financial advisor Megan Mills about using technology, education, and intentional systems to create capacity and prepare an advisory business for the future. Megan shares how she entered financial services, why professional education changed the way she serves clients, and what she learned from acquiring a retiring advisor’s practice.
Episode 7:
Building an Independent Advisory Firm Through Brand, Trust, and Partnership Ft. Andy Smith
Trisha Qualy is in conversation with Andy Smith, Independent Financial Advisor and Partner at Ever Wealth. In this conversation, Andy explores how independent advisory firms can scale without sacrificing the personal client relationships at the heart of their success, sharing why deeper connections, thoughtful growth, and a strong service culture matter at every stage of expansion.
Episode 6:
Lessons from the Intersection of Coaching and Financial Advising
Rita Robbins is in conversation with Ron Balog, MBA & Financial Advisor of Insight Global Wealth Strategies. In this conversation, Rita explores the intersection of coaching and financial advising as Ron, a long-time coach, shares his lessons on leadership and commitment over the years.
Episode 5:
A Modern Approach to Financial Planning
Rita Robbins is in conversation with Zach Scott, a Certified Financial Planner and the President of Castellan Financial Group. This episode explores how financial planning in wealth management can and should look different depending on the advisor and the client. Zach shares the story of how he went from college to CFP and business owner, and what successes and lessons he's had along the way.
Episode 4:
Embracing authenticity and storytelling
Host Rita Robbins engages in an enlightening conversation with Susan Theder, the Chief Marketing and Experience Officer at FMG Suites. This thought-provoking discussion delves into the importance of authenticity in marketing, career trajectories in financial services, and how technology shapes the future of advisors.
Episode 3:
What education, positivity, and resilience can do for you and your clients
Rita Robbins is in conversation with Randy Briedbart. Randy is the Founder, Portfolio Manager, and Wealth Advisor at Park Avenue Financial Advisors. Randy shares his expertise journey from law school to financial services, and the value of education, resilience, and an unwavering mindset of positivity.
Episode 2:
Are you using the five power principles for building success?
Rita Robbins is in conversation with Theresa Gralinski, head of the Advisor Advancement Institute at New York Life Investments. Theresa shares the actionable research findings on the five actionable power principles advisors can implement today to build a growth mindset and a culture of success for their businesses. Download the complimentary toolkit here.
Episode 1:
Smart people know what they know, and what they don't.
Rita Robbins is in conversation with David Biebelberg, Senior Vice President of Freedom Capital Management, discussing the insights, formulas, and mindsets of his success as a financial advisors. David shares his outlook on the "grey-ing" of the industry, his philosophy for creating long lasting relationships with clients, and dispels myths about what the business of financial advice is not about.