26. Expert Advice from Ryan Marcus: The Benefits and Risks of Independence

On the Circuit
19/07/2023 24 min

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Episode Synopsis

As GM and Head of Engagement at MarketCounsel and Hamburger Law, Ryan Marcus has a wealth of knowledge on what it takes to find success in wealth management. His previous work at United Capital, RIA in a Box, Morgan Stanley and other big-name wealth management companies have made him a subject matter expert in the industry – and now, he’s sharing those insights with our On the Circuit listeners. In this episode, Marcus discusses trends in breakaways and M&As, including how evolving f...

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