Insights for Independence
Gain valuable insights, innovative strategies, and expert opinions from industry leaders in the financial profession. Discover how to build your most successful practice with the freedom of independence.Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Gateway Wealth Partners. Gateway Financial Partners and Gateway Wealth Partners are separate entities from LPL Financial. Guest speakers are not affiliated with or endorsed by LPL Financial or Gateway Financial Partners
Episodes
31 episodes
Leading With Purpose Ft. Kevin McGarry
In this episode of "Insights for Independence," host David Wood sits down with Dr. Kevin McGarry to discuss his journey in the financial services industry and his new book, "Lead with Purpose." Dr. McGarry shares his experiences, research...
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25:31
The Leap to Independence ft. Lindsay Kaminski
In this episode of Insights for Independence, David Wood talks with Lindsay Kaminski about her transition from a wire house to the independent advisory space. Lindsay shares her experiences, challenges, and the advantages of gaining more contro...
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16:37
Building Successful Partnerships ft. Kristen McGarry
On this episode, David Wood talks with Kristen McGarry about her extensive career in wholesaling, the importance of building strong advisor relationships, and strategies for staying competitive in a dynamic industry.
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32:00
Leveraging Data In Financial Services - Ft. Robert Kirk
On this episode of Insights for Independence, we speak with Founder of InterGen Data, Robert Kirk, on the many ways we can leverage data in financial services. While offering immense insights and enhancing operational efficiency, data also help...
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30:54
Branding YOU - Ft. Diana Cabrices
On this episode of Insights For Independence, valued guest Diana Cabrices shares her story in the most genuine fashion on branding YOU.
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32:44
Handpicking Clients for a Values-Driven Financial Practice - Ft. Melanie Milam
On this episode of Insights for Independence, successful Gateway financial advisor Melanie Milam shares her perspective on her faith-based, values-driven practice and how that translates to stronger relationships and overall success.
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37:36
Service as a Standard in Finance and in Life - Ft. Aaron Klein
On this episode of Insights for Independence, we hear from very special guest, friend, and Nitrogen co-founder, Aaron Klein, on how to lead boldly with a service mindset.
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38:07
Finding Your Power & Rattling the Cage - Ft. Dr. Bridget Cooper
On this episode of Insights for Independence, Dr. Bridget Cooper shares her expertise on communicating clearly & powerfully, finding your power, and rattling the cage.
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31:16
Getting Prospects in the Seat - Ft. Lara Galloway
On this episode of Insights for Independence, Lara Galloway from White Glove shares her expertise on getting prospects in the seat. "You don't have to buy someone a steak dinner to offer the answers to questions they're already losing sleep ove...
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37:45
Market Differentiation In a Small Town - Ft. Julie Graney
On this episode of Insights for Independence, advisor Julie Graney of Beulah, North Dakota discusses marketing herself differently in her small town where competitors are next door. With a goal to own the marketplace, Julie shares her story, he...
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30:56
Retirement Income Planning With Income Lab - Ft. Justin Fitzpatrick and John Johnson
On this episode of Insights for Independence, we talk about using tech to change the landscape of retirement income planning.
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27:20
Bridging the Gap Between Technology and The Human Element - Ft. Danny Lohrfink
On this episode of Insights for Independence, we hear from co-founder of Wealth.com Danny Lohrfink on providing advanced tech to financial advisors while maintaining the human element.
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32:15
Creating Generational Client Relationships Through a Committed Support Team - Ft. Kurt Hagemann
On this episode of Insights for Independence, we hear from valued advisor Kurt Hagemann on his success in creating generational client relationships through leveraging a supported independent model.
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36:30
Creating a Client Centric Practice - Ft. Penny Phillips
On this episode of Insights for Independence, we hear from special guest Penny Phillips on how to gain a deeper understanding of your client's needs by asking thought-provoking questions to build an amazing client experience.
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34:36
Investing In Yourself - Ft. Joe Lucaks
On this episode of Insights for Independence, we hear from coach Joe Lucaks on how important it is for advisors to both build their practice while also investing in themselves.
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Season 2
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38:14
Cultivating Your Digital Presence and Differentiating Marketing Strategies Ft. Derek Mazzarella
On this episode of Insights for Independence, we hear from Derek Mazzarella on how he developed his digital footprint with relevant content while also differentiating his marketing into one larger cohesive plan.
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30:54
Blending Trust and Tech in Online Finance Ft. Kristin Afelumo
On this episode of Insights for Independence, we hear from special guest Kristin Afelumo on blending trust and tech in online finance.
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Season 2
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Episode 7
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28:32
Green Flags To Look For From Your Advisory Firm - Ft. Tyler Boling
On this episode of Insights for Independence, we talk with one of Gateway's newest advisors, Tyler Boling, on green flags to look for from your advisory firm and how to do right by your clients.
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Season 2
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Episode 6
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27:44
Diversifying Talent in Finserv - Ft. Jen Rutley
On this episode of Insights for Independence, we hear from special guest Jen Rutley of Hidden Insights Group on what data says about diversifying the talent pool in financial services.
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Season 2
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Episode 5
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26:02
Advisor Zero - Mark Goldberg
On this episode of Insights for Independence, we hear from Gateway's very first advisor, Mark Goldberg, on industry changes over time, Sell/Stay succession planning, and enhancing client experience.
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Season 2
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Episode 4
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29:30
Fintech/Finserv Social Media Marketing - Ft. Tina Powell
On this episode of Insights for Independence, we hear from special guest Tina Powell of Intention.ly on social media marketing in the Fintech/Finserv space.
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Season 2
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Episode 3
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31:17
Advisor Growth Through Scale & Acquisitions – FT. Sal Motta
On this episode of Insights for Independence, we hear from internal Gateway advisor Sal Motta on growth through leveraging scale and acquisitions.
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Season 2
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Episode 2
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31:14