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Many businesses will invest in new marketing strategies, but fail to invest in ways that will help them truly capture and keep more clients.  In today’s episode, Craig talks with Tommy Martin, Partner and CEO at Vestia Wealth Advisors, CEO at Mammoth, and author of the bestselling book, Doctor’s Ey…
Insurance is a necessary part of financial planning. While it is one of those things that many people overlook, it helps you protect yourself from unexpected situations that can cripple your finances. In addition to providing a sense of protection and security, insurance can also be used as a tool …
The Indie Advisor is a new podcast from tru Independence about financial advisors’ entrepreneurial drive for independence and freedom. In each episode, we unpack the most important lessons and strategies for building highly efficient and successful firms. From big picture vision to practical tools …
As advisors and entrepreneurs, we’re often laser-focused on the destination. But as most seasoned professionals wish their younger selves understood, the journey is more meaningful.  John Phoenix shares this sentiment. After years in the industry and multiple successful ventures under his belt, Joh…
Financial services is an industry where many women do not feel comfortable and find it difficult to fit in. Creating a space where women can openly share their financial stories and learn from each other can help them gain confidence in making money decisions and provide support for any questions o…
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