Nov 24 2025 | 00:40:08
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The Team Based Approach for Independent Financial Advisors
Nov 24 2025 • 00:40:08
Managing Partner James Costabile & Ira Krulik discuss the collaborative approach taken by ICG Next to create a more efficient workflow for Independent...
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Investing in Advisor Technology: CPR Investments
Aug 14 2025 • 00:26:43
Justin Reinhold discusses the importance of technology in an Advisors practice and how CPR invests in the commitment to stay ahead of the technologica...
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ICG Next: Raising the Bar on Service
Jul 30 2025 • 00:37:43
Managing Partner James Costabile of ICG Next in Wall Township, NJ discusses how their Firm is enhancing client service to grow in a self serving busin...
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Outsourcing Your Tech - Soaring Towers
Jul 17 2025 • 00:32:49
Nick Costa of Soaring Towers explains how his company helps financial Firms offload their tech needs at a very scalable cost. Learn More Talk to Ga...
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Challenging the Status Quo: CPR Investments
Jun 27 2025 • 00:50:34
Charles and Nancy Reinhold talk about how their Firm challenges convention to bring cutting edge investment strategies to Advisors and clients. CPR I...
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Edge FA - The Growth Formula
May 30 2025 • 00:34:43
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 t...
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Sage Insurance Partners: The New 80/20 Standard
May 23 2025 • 00:33:01
Kip Kiser of Sage Insurance Partners explains how his company helps Advisors offload their insurance workload without offloading their insurance reven...
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Building Trust Through Content
Apr 30 2025 • 00:39:18
Ed Meek of Edge Financial Advisors discusses his experiences from expanding his marketing practices. How does starting a podcast help to grow an Advis...
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Winning or Learning
Apr 17 2025 • 00:36:01
Financial Advisors often realize that digital marketing can supercharge their growth efforts, but lack the technical expertise or marketing intuition ...
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Bridging the Gap
Mar 28 2025 • 00:28:44
The imbalance of buyers and recruiters with Advisors looking for a change is overwhelming, and it creates a frustrating process for both sides. Firms ...