32 min
A New Kind Of Independence - An Interview with James Gold, CEO, and Douglas Kentfield, Head of Wealth Management, Steward Partners Advisor Talk with Frank LaRosa
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- Entrepreneurship
The realization that true independence is not for every advisor has gained a strong foothold in the financial services industry. Top firms are innovating and evolving to offer models which address this, while holding the delicate line between advisor support and advisor autonomy. One such firm is Steward Partners which, as an alternative to the firm's W-2 model, offers an affiliate/1099 model that has gained recognition for uniquely combining the best of the indy and the best of the retail space. Listen in as Elite Consulting Partners CEO Frank LaRosa is joined by Steward Partners CEO James Gold and Head of Wealth Management Douglas Kentfield for a discussion that puts advisor support and opportunity at the forefront.
The realization that true independence is not for every advisor has gained a strong foothold in the financial services industry. Top firms are innovating and evolving to offer models which address this, while holding the delicate line between advisor support and advisor autonomy. One such firm is Steward Partners which, as an alternative to the firm's W-2 model, offers an affiliate/1099 model that has gained recognition for uniquely combining the best of the indy and the best of the retail space. Listen in as Elite Consulting Partners CEO Frank LaRosa is joined by Steward Partners CEO James Gold and Head of Wealth Management Douglas Kentfield for a discussion that puts advisor support and opportunity at the forefront.
32 min