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

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Call: 919-561-2436

Email: Garrett@theadvisoradvocates.com

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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

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Call: 919-561-2436

Email: Garrett@theadvisoradvocates.com

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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.

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Email: Garrett@theadvisoradvocates.com

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Nick Costa of Soaring Towers explains how his company helps financial Firms offload their tech needs at a very scalable cost.

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Email: Garrett@theadvisoradvocates.com

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Charles and Nancy Reinhold talk about how their Firm challenges convention to bring cutting edge investment strategies to Advisors and clients.

CPR Investments Website

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Ed Meek & James Alexander of Edge FA discuss the balance and connection between organic and inorganic growth, and how Edge is using each to leverage the other to take their firm to new heights.

Ed's Edge Podcast

Edge FA Website

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Kip Kiser of Sage Insurance Partners explains how his company helps Advisors offload their insurance workload without offloading their insurance revenue.

Talk to Kip:

Call: 704-397-1640

Email: KKiser@Sageinsurancepartners.com

www.sageinsurancepartners.com

Talk to Garrett:

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Ed Meek of Edge Financial Advisors discusses his experiences from expanding his marketing practices. How does starting a podcast help to grow an Advisors brand and most importantly, reputation, to accelerate practice growth?

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Call: 919-561-2436

Email: Garrett@theadvisoradvocates.com

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