Ric Edelman likes to tell people how great Ric Edelman is…

An anyone explain this to me?

My partner, and I listened to this podcast religiously for the year that led up to us leaving Merrill Lynch. Great insight!

In addition to sharing their own expertise, Mindy and Louis bring on an amazing line up of guest advisors. Definitely one of my favorite shows for advisors!

Really good interviews in the wealth management industry. Great peer perspectives and insights. Feels like a Barron’s or Forbes-type conference conversation. Mindy does a really good job of hitting the hot buttons and clearly knows the industry well. Highly recommend. Thank you

Highly recommend this podcast series! Very informative regardless of whether or not you’re considering independence and find the interviews incredibly insightful and authentic.

A great way to get real life insights from advisors who left big firms to go independent. Excellent!

Mindy and Louis are insightful, savvy hosts - sharing a wealth of industry knowledge that is so very valuable and asking all the right questions to a variety of interesting guests. The Industry Updates are helpful as well. Keep up the good work.

Lots of insightful info from industry leaders and breakaway advisors. Mindy and Louis ask their guests the questions I’d ask if I had the chance. Great show!

Great insights with learning about going independent. Very helpful and interesting.

My go-to resource for learning not only about going independent but the entire industry landscape. So professionally done. I look forward to every new episode.

Been a listener for over a year and have benefited from your perspectives. Especially helpful to hear the stories of advisors that have taken the path to independence before me

Mindy, Louis and their guests take a deep dive into the wealth management industry landscape offering information and advice for financial advisors unlike any others in the space. It’s objective and smart, and worth a listen to get a better understanding of the world financial advisors build their businesses in.

Nice job Mindy and Rob. Great insights. Congratulations on all you have and will achieve.