Solving the Succession Equation

Solving the Succession Equation

Managing Partner of ICG Next James Costabile & Stephen Kuczynski discuss the challenge facing the financial services industry as it attempts to create succession planning solutions for Advisors and their clients.  Learn More [https://icgnext.com/]   Talk to Garrett:  Call: 919-561-2436 Email: Garrett@theadvisoradvocates.com [Garrett@theadvisoradvocates.com] Schedule Meeting:  Meeting Link: Firms [https://calendly.com/advisor-advocates-garrett/contributing-partnership]  Meeting Link: Advisors [https://calendly.com/advisor-advocates-garrett/call-with-garrett-layell-a]

The Team Based Approach for Independent Financial Advisors

Managing Partner James Costabile & Ira Krulik discuss the collaborative approach taken by ICG Next to create a more efficient workflow for Independent Financial Advisors.  Learn More [https://icgnext.com/]   Talk to Garrett:  Call: 919-561-2436 Email: Garrett@theadvisoradvocates.com [Garrett@theadvisoradvocates.com] Schedule Meeting:  Meeting Link: Firms [https://calendly.com/advisor-advocates-garrett/contributing-partnership]  Meeting Link: Advisors [https://calendly.com/advisor-advocates-garrett/call-with-garrett-layell-a]

Investing in Advisor Technology: CPR Investments

Justin Reinhold discusses the importance of technology in an Advisors practice and how CPR invests in the commitment to stay ahead of the technological curve. CPR Investments Website [https://cprinvestmentsinc.com/]   Talk to Garrett:  Call: 919-561-2436 Email: Garrett@theadvisoradvocates.com [Garrett@theadvisoradvocates.com] Schedule Meeting:  Meeting Link: Firms [https://calendly.com/advisor-advocates-garrett/contributing-partnership]  Meeting Link: Advisors [https://calendly.com/advisor-advocates-garrett/call-with-garrett-layell-a]

ICG Next: Raising the Bar on Service

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 business world.  Learn More [https://icgnext.com/]   Talk to Garrett:  Call: 919-561-2436 Email: Garrett@theadvisoradvocates.com [Garrett@theadvisoradvocates.com] Schedule Meeting:  Meeting Link: Firms [https://calendly.com/advisor-advocates-garrett/contributing-partnership]  Meeting Link: Advisors [https://calendly.com/advisor-advocates-garrett/call-with-garrett-layell-a]

Outsourcing Your Tech - Soaring Towers

Nick Costa of Soaring Towers explains how his company helps financial Firms offload their tech needs at a very scalable cost.  Learn More [https://soaringtowers.com/]   Talk to Garrett:  Call: 919-561-2436 Email: Garrett@theadvisoradvocates.com [Garrett@theadvisoradvocates.com] Schedule Meeting:  Meeting Link: Firms [https://calendly.com/advisor-advocates-garrett/contributing-partnership]  Meeting Link: Advisors [https://calendly.com/advisor-advocates-garrett/call-with-garrett-layell-a]