Powering Independence Podcast

Dynasty Financial Partners
  • 4.8 (17)
  • INVESTING

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.

  1. 01/23/2023

    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.

    20 min

  2. 01/23/2023

    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.

    13 min

  3. 01/23/2023

    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.

    14 min

  4. 01/23/2023

    Independence Playbook Part 4: Best Practices for Operations

    Welcome back to another episode of the Independence Playbook. In today’s episode, Angela Gingras, Chief Administrative Officer, joins John. Angela has deep experience in RIA operations and can provide great insight into best practices for advisors transitioning to a fully independent model.

    9 min

  5. 01/23/2023

    Independence Playbook Part 3: Marketing YOUR New Brand

    Welcome back to another episode of the Independence Playbook. In today’s episode, John is joined by Gordy Abel, Chief Marketing Officer, to discuss how advisors should approach their brand development and marketing strategy as they transition to a fully independent RIA model.

    12 min

  6. 01/23/2023

    Independence Playbook Part 2: The New Transition Checklist

    Welcome back to another episode of the Independence Playbook. In today’s episode, John is joined by Caitlin Douglas, Director of Transition Services, to discuss the transition to the independence model. Caitlin shares the checklist for advisors considering the move to independence and how the pandemic altered some ways we approach transition services today.

    14 min

  7. 01/23/2023

    Independence Playbook Part 1: All Things Due Diligence

    Welcome to the Independence Playbook Podcast! Join John Sullivan, Head of Network Development and Sean Lindenbaum, Director, South East Division, as they lay the foundation for this series and discuss all things due diligence. Some of the questions they will answer are what are the benefits of independence? What does independence even mean?

    8 min

  8. 02/23/2022

    The Future of Wealth Management

    Episode 32: The Future of Wealth Management Guest Speaker: Anand Sekhar, Vice President, Practice Management & Consulting at Fidelity There are many forces driving innovation in wealth management and lots of questions around the future of wealth management. Anand shares his point of view based on his extensive work with some of the top RIA(s) across the country. Listeners should expect to gain some great perspective and best practices coming out of this podcast.

    53 min
See All (43)

4.8
out of 5
17 Ratings

About

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.

Information

  • Creator
    Dynasty Financial Partners
  • Years Active
    2019 - 2023
  • Episodes
    43
  • Rating
    Clean
  • Copyright
    © Copyright 2026 Powering Independence Podcast
  • Show Website
    Powering Independence Podcast