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Advisor Advocates Podcast

Advisor Advocates Podcast

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 Insights on the Financial Services industry from former Financial Advisor and CFP Garrett Layell. Learn more about what’s going on in the industry and how to fine tune your practice and maximize the enterprise value and growth potential of your practice.© 2024 Economía Exito Profesional
Episodios
  • Challenging the Status Quo: CPR Investments

    Challenging the Status Quo: CPR Investments
    Jun 27 2025

    Charles and Nancy Reinhold talk about how their Firm challenges convention to bring cutting edge investment strategies to Advisors and clients.

    CPR Investments Website

    Talk to Garrett:

    Call: 919-561-2436

    Email: Garrett@theadvisoradvocates.com

    Schedule Meeting:

    Meeting Link: Firms

    Meeting Link: Advisors
    Más Menos
    51 m
  • Edge FA - The Growth Formula

    Edge FA - The Growth Formula
    May 30 2025

    Ed Meek & James Alexander of Edge FA discuss the balance and connection between organic and inorganic growth, and how Edge is using each to leverage the other to take their firm to new heights.

    Ed's Edge Podcast

    Edge FA Website

    Talk to Garrett:

    Call: 919-561-2436

    Email: Garrett@theadvisoradvocates.com

    Schedule Meeting:

    Meeting Link: Firms

    Meeting Link: Advisors
    Más Menos
    35 m
  • Sage Insurance Partners: The New 80/20 Standard

    Sage Insurance Partners: The New 80/20 Standard
    May 23 2025

    Kip Kiser of Sage Insurance Partners explains how his company helps Advisors offload their insurance workload without offloading their insurance revenue.

    Talk to Kip:

    Call: 704-397-1640

    Email: KKiser@Sageinsurancepartners.com

    www.sageinsurancepartners.com

    Talk to Garrett:

    Call: 919-561-2436

    Email: Garrett@theadvisoradvocates.com

    Schedule Meeting:

    Meeting Link: Firms

    Meeting Link: Advisors
    Más Menos
    33 m
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