FireSide: A Podcast Series from Future Standard
FireSide is a podcast series from Future Standard featuring episodes and research on the markets and economy. This information is educational in nature and does not constitute a financial promotion, investment advice or an inducement or incitement to participate in any product, offering or investment. Future Standard is not adopting, making a recommendation for or endorsing any investment strategy or particular security. All views, opinions and positions expressed herein are that of the author and do not necessarily reflect the views, opinions or positions of Future Standard. Interviews, including interviewee responses, are not intended to produce or solicit an endorsement of Future Standard or its products. All opinions are subject to change without notice, and you should always obtain current information and perform due diligence before participating in any investment. Future Standard does not provide legal or tax advice and the information herein should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact any investment result. Future Standard cannot guarantee that the information herein is accurate, complete, or timely. Future Standard makes no warranties with regard to such information or results obtained by its use, and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information.Any projections, forecasts and estimates contained herein are based upon certain assumptions that the author considers reasonable. Projections are necessarily speculative in nature, and it can be expected that some or all of the assumptions underlying the projections will not materialize or will vary significantly from actual results. The inclusion of projections herein should not be regarded as a representation or guarantee regarding the reliability, accuracy or completeness of the information contained herein, and neither Future Standard nor the author are under any obligation to update or keep current such information. All investing is subject to risk, including the possible loss of the money you invest.
FireSide: A Podcast Series from Future Standard
Head to Head: Mike Barry and Kelly Milligan, Quorum Private Wealth
Mike and Kelly consider themselves more than just financial advisors—they’re life advisors.
In a new episode of Head to Head, Managing Partners Mike Barry and Kelly Milligan join Co-Heads of Distribution Kirsten Pickens and Ryan Robertson to discuss their decision to go independent after 20+ years at a name brand firm, the unique, team approach they take to working with clients and their secret to building a truly scalable practice.
“Three weeks later, they call us. They're bubbly, giddy. Oh, that was such great advice. You know, we found a place, we're moving in four weeks. And to this day, whenever that client comes in, they will say, the best advice you ever gave us had nothing to do with stocks and bonds because you knew what our life was, and you gave us advice that was objective and something that we couldn't see because we're in it.”—Kelly Flannigan
For more research insights go to https://futurestandard.com/insights
Andrew Korz
Host
Troy Gayeski
Host
Alan Flannigan
Co-host
Kirsten Pickens
Co-host
Ryan Robertson
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