Listen->Ī Best-of-All-Worlds Model: Full-Service Independence with Equity Upside: A Conversation with Jim Gold, CEO and Founding Partner of Steward Partners - Jim Gold discusses breaking away from the senior leadership ranks at Morgan Stanley to build Steward Partners, a full-service employee-owned quasi-independent model, for advisors who are not interested in building something from scratch. In this special episode, Mindy Diamond and Louis Diamond explore the most popular themes for financial advisors and independent business owners. Read->Ī Special 5th Anniversary Episode: 5 Themes Driving Change in the Wealth Management Industry - While the podcast started out 5 years ago exploring the independent space, it evolved to sharing a wide range of topics and welcomed guests from throughout the wealth management industry. And having a clear understanding of the environment you’re building your business in is critical-regardless of whether you have a desire to move or not. The Wealth Management Landscape At A Glance: What Financial Advisors Need to Know - The ever-expanding wealth management industry landscape represents a waterfall of possibilities for every advisor and their clients. The 10 Most Valuable Insights from Breakaway Advisors - A collection of the top words of wisdom from those who shared their journeys to independence during year 2 of this podcast series. It’s an episode that demonstrates the evolution of the independent space-offering an insider’s perspective on change in the landscape at large. And Steward’s growth over the years is a testament to the formula’s success. Less than a decade ago, they created a firm that took a “common sense” approach, as Jim put it, to offer advisors a blend of what worked in the large firms and those things advisors lacked, adding in greater freedom and control. Just as the wealth management landscape has evolved, so have relatively young firms like Steward Partners.
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