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. Be a guest on this podcast Language: en-us Genres: Business, Careers Contact email: Get it Feed URL: Get it iTunes ID: Get it Get all podcast data

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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

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