Powering Independence Podcast

About 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.

Publisher

Dynasty Financial Partners

Category

business · business · business

Language

en

Explicit

No

First episode

10 Apr 2019

Latest episode

23 Jan 2023

Latest episodes

43 episodes in the feed.

1. 

   23 Jan 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.

2. 

   23 Jan 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.

3. 

   23 Jan 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.

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

4.8 / 5

17 ratings

Contact Powering Independence Podcast

Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.