Advisor Advocates Podcast

Author: Advisor Advocates

Insights on the Financial Services industry from former Financial Advisor and CFP Garrett Layell. Learn more about whats going on in the industry and how to fine tune your practice and maximize the enterprise value and growth potential of your practice.
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Language: en-us

Genres: Business, Careers

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The Team Based Approach for Independent Financial Advisors
Monday, 24 November, 2025

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 Talk to Garrett: Call: 919-561-2436 Email: Garrett@theadvisoradvocates.com Schedule Meeting: Meeting Link: Firms Meeting Link: Advisors