Stifel Independent Advisors with Alex David, President & CEO, and Tim Boostrom, Director of Business Development
Advisor Talk with Frank LaRosa
English - May 05, 2022 08:00 - 37 minutes - 25.9 MB - ★★★★★ - 158 ratingsManagement Business Marketing advisor recruiting practice management entrepeneurship wealthmanagement recruiting financial planning ria asset management financial advisor financial services Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Topics of note include:
*the legacy of the Stifel firm, its culture of entrepreneurship, and the impact those factors have had on the success of its independent model.
*which advisors align with the Stifel Independent Advisors value proposition and how that synergy fosters practice growth.
*the long-term vision for Stifel Independent Advisors and the strategic direction behind that vision.
*why advisors are choosing independence, where the industry is going, and how Stifel Independent Advisors is staying ahead of the curve.
The discussion between Frank, Alex, and Tim is an energetic take on why the independent model has proved so impactful in the financial services industry. The dialog is candid, real, and a must-listen for every advisor considering what independence might mean for them.