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Advisor Advocates Podcast

Advisor Advocates Podcast

Written by: Advisor Advocates
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About this listen

 Insights on the Financial Services industry from former Financial Advisor and CFP Garrett Layell. Learn more about what’s going on in the industry and how to fine tune your practice and maximize the enterprise value and growth potential of your practice.© 2024 Careers Economics Personal Success
Episodes
  • The Team Based Approach for Independent Financial Advisors

    The Team Based Approach for Independent Financial Advisors
    Nov 24 2025

    Managing Partner James Costabile & Ira Krulik discuss the collaborative approach taken by ICG Next to create a more efficient workflow for Independent Financial Advisors.

    Learn More

    Talk to Garrett:

    Call: 919-561-2436

    Email: Garrett@theadvisoradvocates.com

    Schedule Meeting:

    Meeting Link: Firms

    Meeting Link: Advisors
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    40 mins
  • Investing in Advisor Technology: CPR Investments

    Investing in Advisor Technology: CPR Investments
    Aug 14 2025

    Justin Reinhold discusses the importance of technology in an Advisors practice and how CPR invests in the commitment to stay ahead of the technological curve.

    CPR Investments Website

    Talk to Garrett:

    Call: 919-561-2436

    Email: Garrett@theadvisoradvocates.com

    Schedule Meeting:

    Meeting Link: Firms

    Meeting Link: Advisors
    Show More Show Less
    27 mins
  • ICG Next: Raising the Bar on Service

    ICG Next: Raising the Bar on Service
    Jul 30 2025

    Managing Partner James Costabile of ICG Next in Wall Township, NJ discusses how their Firm is enhancing client service to grow in a self serving business world.

    Learn More

    Talk to Garrett:

    Call: 919-561-2436

    Email: Garrett@theadvisoradvocates.com

    Schedule Meeting:

    Meeting Link: Firms

    Meeting Link: Advisors
    Show More Show Less
    38 mins
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