For Advisors By Advisors - Interview with Robert Russo, CEO & Founder, Independent Advisor Alliance - What Is Your Sweet Spot To Go Independent? Should You Join a Hybrid Model?

For Advisors By Advisors
07/11/2022 25 min Temporada 1 Episodio 28
For Advisors By Advisors - Interview with Robert Russo, CEO & Founder, Independent Advisor Alliance - What Is Your Sweet Spot To Go Independent? Should You Join a Hybrid Model?

Listen "For Advisors By Advisors - Interview with Robert Russo, CEO & Founder, Independent Advisor Alliance - What Is Your Sweet Spot To Go Independent? Should You Join a Hybrid Model?"

Descargar episodio

Episode Synopsis

In this episode, we talk with Robert Russo, CEO & Founder, Independent Advisor Alliance.  We went over why work with a hybrid model, the changing landscape of compliance, and how he started Advisor Alliance.  We talked about the move to social media and how he is empowering Financial Advisors with his RIA to adapt and change.  We also went over the evolving M&A activity in the space and who should consider taking advantage.  Hope you enjoy it!Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.  I’m always looking to connect with like-minded creative people that are motivated and want to be better!  You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at [email protected]. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors

More episodes of the podcast For Advisors By Advisors

For Advisor By Advisors - Interview with Duncan MacPherson, Podcast Host, Author, Coach and Keynote Speaker on Practice Management, CEO of Pareto Systems, Coaching for Financial Professionals - How to Attract and Not Chase. Words of Wisdom From an Expert! 06/11/2024
For Advisor By Advisors - Interview with Matt Middleton, Founder and CEO at Future Proof - The Greatest Festival in Financial Advisor History? Is it Future Proof? 24/10/2024
For Advisors By Advisors - Interview with Joshua Brown, CEO at Ritholtz Wealth Management - Has Behavioral Finance Changed the Role of a Financial Advisor? Josh Brown Weighs In! 24/09/2024
For Advisor By Advisors - Interview with Lance Cibik, CFP® CIMA® AAMS®, Adversity into Fuel : Elite Performance in Wealth, Wellness, & Life Mastery | Transformational Speaking & Coaching - Why Should Financial Advisors Keep It Simple? One Industry Vet We 17/09/2024
For Advisor By Advisors - Interview with Todd Fosnow, Wealth Management Specialist, The Infinity Group, Raymond James - What is it Like for an Employee Advisor to Switch Channels in their Own Firm and go Independent? This Advisor Weighs In! 17/07/2024
For Advisor By Advisors - Interview with Paul G. McManus, Book Author, and Founder of MCMF Publishing - Does Writing Books Help Financial Advisors Gain Clients? Only if Marketed Correctly! 03/07/2024
For Advisor By Advisors - Interview Bob Alger, Branch Manager and Financial Advisor, Alger Financial, Raymond James - Do You Work with Who You Enjoy Working With? How one Advisor is Finding Growth! 05/06/2024
For Advisors By Advisors Interview with David Ogman, Wealth Advisor, Fortuna Wealth - Pros and Cons of Opening your Own Office vs. Joining a Turnkey Model 22/05/2024
For Advisor By Advisors - Interview with Chris Fluehr, Trust Consultant, Raymond James Trust, N.A. - Is a Corporate Trustee Better then a Named Individual? One Expert Weighs In! 03/04/2024
For Advisor By Advisors - Interview with Jon Anik, Lead Play by Play Commentator for the UFC and Host of the Anik and Florian Podcast - When Did You Catch Your Big Break? Jon Anik Shares His! 06/03/2024
© 2003-2025 ZARZA | AHEAD OF OUR TIME
privacy policy
In God we trust In God we trust
PreSales Questions? Click Here
or call our toll-free line at +1-888-5002068 Miami, Florida, USA