Podcast thumbnail for Powering Independence Podcast

Powering Independence Podcast

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by Dynasty Financial Partners

4.8(17 reviews)
43 episodes
Updated Daily
Accepts GuestsHas SponsorsLocation 🇺🇸

Podcast Overview

The Powering Independence Podcast is a conversation about the RIA space with topics spanning the spectrum of wealth management. Hosted by Austin Philbin, this high-energy podcast offers powerful insights and ideas for successful entrepreneurs looking to drive scale, efficiency, and enterprise value.

Language

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Publishing Since

4/10/2019

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Recent Episodes

Episode thumbnail for Independence Playbook Part 7: A Credible M&A Strategy

January 23, 2023

Independence Playbook Part 7: A Credible M&A Strategy

Welcome back to another episode of the Independence Playbook. In today’s episode, John is joined by Harris Baltch, Head of M&A and Capital Strategies, to talk about how advisors can prepare for M&A pre-launch, prepare for M&A post-launch, and create a credible and repeatable M&A strategy.

Episode thumbnail for Independence Playbook Part 6: Remove Compliance and Legal Red Tape

January 23, 2023

Independence Playbook Part 6: Remove Compliance and Legal Red Tape

Welcome back to another episode of the Independence Playbook. In today’s episode, John is joined by Jon Morris, Chief Legal and Governance Officer at Dynasty Financial Partners. Jon shares some of the essential items advisors need to know from a legal perspective before breaking away.

Episode thumbnail for Independence Playbook Part 5: Move Beyond Antiquated Technology

January 23, 2023

Independence Playbook Part 5: Move Beyond Antiquated Technology

Welcome back to another episode of the Independence Playbook. In today’s episode, John is joined by Frank Coates, Chief Technology Officer. Technology is a vital component of any business, but its rapidly evolving environment can make it more difficult for advisors to stay abreast of the latest capabilities and features. Tune in as Frank and John discuss the most common questions advisors have regarding technology.

43 total episodes available

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Frequently asked questions

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What is Powering Independence Podcast?

The Powering Independence Podcast is a conversation about the RIA space with topics spanning the spectrum of wealth management. Hosted by Austin Philbin, this high-energy podcast offers powerful insights and ideas for successful entrepreneurs looking to drive scale, efficiency, and enterprise value.

How often does this podcast release new episodes?

This podcast updates daily.

Where can I listen to this podcast?

This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.

Does this podcast accept guests?

Yes, this podcast regularly features guests.

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