FireSide: A Podcast Series from Future Standard
FireSide: A Podcast Series from Future Standard
Future Standard
Head to Head: Mike Barry and Kelly Milligan, Quorum Private Wealth
41 minutes Posted Jun 26, 2024 at 9:00 am.
Kelly Flannigan Quote
Meet Mike and Kelly: The Beginning of a Partnership
Navigating Challenges and Building a Team
The Decision to go Independent
Leadership and Team Dynamics
Life Advisors vs Financial Advisors
The Reality Check: Balancing Career and Home Life
The Silicon Valley Experience: Wealth and Risk
Navigating Financial Advice in Silicon Valley
Philanthropy and Financial Literacy Initiatives
Reflecting on Career and Advice to Younger Self
Conclusion and Final Thoughts
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Show notes
Mike and Kelly consider themselves more than just financial advisors—they’re life advisors. In a new episode of Head to Head, Managing Partners Mike Barry and Kelly Milligan join Co-Heads of Distribution Kirsten Pickens and Ryan Robertson to discuss their decision to go independent after 20+ years at a name brand firm, the unique, team approach they take to working with clients and their secret to building a truly scalable practice. “Three weeks later, they call us. They're bubbly, gidd...