Your journey starts here

No matter your business model, we have the resources to help you evolve for the future.

We talked with your peers. These are their stories.

Whether you're starting your transformation toward becoming an independent financial advisor or you're an established firm, these industry leaders can offer insights to help you make the best decisions. Their stories can help inspire you to start defining—and creating—your own future-ready business.

CREATE a new standard of excellence

Hear how KORE's multigenerational approach to wealth management and commitment to innovation helped it create a luxury destination to serve its ultra-high-net-worth clients.

Benjamin Sax, Partner
Jennie Sowers, Partner
KORE Private Wealth

In their words: Going independent

DARE to take the leap

Michael Farr shares his insights on going independent and becoming an entrepreneur—and how passion, innovativeness, and creativity can lead the way.

Michael Farr
CEO & Founder
Farr, Miller & Washington

OWN the road ahead

Shannon Eusey discusses Beacon Pointe's journey from zero clients to having 140 employees nationwide and more than $9.5B in AUM—a testament to the firm's dedication to superior service.

Shannon Eusey
CEO
Beacon Pointe Advisors

BREAK the bold

Hear how Darren Henderson and his partners broke away from wirehouses to create a firm that offers high-net-worth investors more value—including holistic advice and alternative investments.

Darren Henderson
Founding Partner
Corient Capital Partners

Other client success stories

DEFY the status quo

Amy Webber gives her insights on how firms need to provide more value by embracing "purposeful transformation" in order to be future-ready.

Amy Webber
President and CEO
Cambridge Investment Research, Inc.

LEAD by example

Salene Hitchcock-Gear speaks about the importance of technology and how it supports Prudential Advisors' mission to help every individual meet their unique financial goals.

Salene Hitchcock-Gear
President
Individual Life Insurance and Prudential Advisors

RISE above the rest

Watch Rhomes Aur discuss how harnessing digital advice helped his firm grow and differentiate amid a shifting financial landscape.

Rhomes Aur
CEO, FTB Advisors, Inc.
EVP, First Tennessee Bank

POWER your passion

Hear how Paul Pagnato fulfilled his lifelong dream of becoming an entrepreneur and how his foresight led him to focus on serving the sophisticated needs of family offices.

Paul Pagnato
Founder & CEO, PagnatoKarp
Co-chairman & Chief Visionary Officer, Cresset

Focused on your success

We take the time to fully understand your business needs and goals, and we provide solutions to help ensure that you're equipped with the resources, support, and thinking to help drive meaningful results. Please select from below for more information.