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

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

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

Ed Meek of Edge Financial Advisors discusses his experiences from expanding his marketing practices. How does starting a podcast help to grow an Advisors brand and most importantly, reputation, to accelerate practice growth?

Talk to Garrett:

Call: 919-561-2436

Email: Garrett@theadvisoradvocates.com

Schedule Meeting:

Meeting Link: Firms

Meeting Link: Advisors

Financial Advisors often realize that digital marketing can supercharge their growth efforts, but lack the technical expertise or marketing intuition needed to be successful. David Buzo, Chief Marketing Officer of Independent Advisor Alliance, breaks down the best practices of successful Advisors' digital marketing efforts.

Talk to Garrett:

Call: 919-561-2436

Email: Garrett@theadvisoradvocates.com

Schedule Meeting:

Meeting Link: Firms

Meeting Link: Advisors

The imbalance of buyers and recruiters with Advisors looking for a change is overwhelming, and it creates a frustrating process for both sides. Firms struggle to stand out in the crowd, and Advisors are flooded with more suiters than they can sort through to find the best choice.

Talk to Garrett:

Call: 919-561-2436

Email: Garrett@theadvisoradvocates.com

Schedule Meeting:

Meeting Link: Firms

Meeting Link: Advisors

As podcasting continues to grow as a media alternative, millions of investors are turning to podcasts to learn more about making smart decisions with their money. Financial Advisors are eager to tap into the opportunity to share their knowledge and experience with listeners who could be potential clients, but how do we make sure our shows are seen and heard?

In this episode, former Advisor and podcaster Garrett Layell discusses the process of starting and growing a podcast for Financial Advisors. Learn how to start a podcast, how to grow it, and best practices for keeping your listeners engaged and tuned in.

For more information or to speak with Garrett about how he can help:

Visit the website:

Give Garrett a call at 919-561-2436 or

Schedule time to chat:

Robert Russo discusses how his team at Independent Advisor Alliance helps Advisors execute their visions by building solutions around the needs of the Advisor or their Firm, rather than fitting square pegs into round holes. From modernized flat fee pricing to vision boarding and collaboration, IAA gives Independent Advisors everything they need to be successful without hamstringing with costs and services they don’t, providing a best of breed solution for independence.

If you are considering your options as an Independent Advisor or Firm, give Garrett a call at 919-561-2436 or send an email to Garrett@theadvisoradvocates.com to discuss your options and learn more about Independent Advisor Alliance.

Garrett’s Calendar Link