On today’s episode of GetClarity, host Shad Besikof is joined by Robert Sofia, CEO of Snappy Kraken. Robert shares the story behind Snappy Kraken, as well as his advice on how independent financial advisors can work effectively with a marketing

From Wirehouse to Independence: An RIA's Insight on Culture and Communication

Sep 21st, 2020 19m 8s

On this episode of GetClarity, host Shad Besikof is joined by Todd Resnick, a former advisor at Morgan Stanley and the co-founder and president of One Seven. Todd shares how breakaway advisors can build a positive work environment and culture w

Trends for Advisors Making the Move to Independence

Aug 26th, 2020 21m 13s

Today Shad Besikof is joined by his longtime friend, former Schwab Advisor Services colleague, and President and Founder of Nexus Strategy, Tim Welsh, CFP®. In this episode of GetClarity, Shad and Tim discuss trends and opportunities advisors m

Cybersecurity in the Registered Investment Advisory Space

Jul 16th, 2020 33m 41s

On this episode of GetClarity, Shad Besikof is joined by Adam Moseley, Managing Director at Schwab Advisor Services and Brian Francetich, Shareholder and Director at Golsan Scruggs. Tune in as they demystify myths about cybersecurity in the ind

Enhancing Client Communications for Growth-Oriented Advisors

Jun 22nd, 2020 19m 16s

Join Shad Besikof and Julie Johnson, president and CEO of XY Communication, as they discuss solidifying client and prospect communication to benefit growth-oriented advisors. Julie shares her advice on solving organic growth challenges by fine

Transitioning Alternative Investments to the Independent Space

May 20th, 2020 11m 50s

On this episode of GetClarity, Shad Besikof is joined by Rafay Farooqui, founder and CEO of SAF Platform. After starting his career at Goldman Sachs in 1998, Rafay and his team of partners founded CAIS, a fund placement firm focused on wealth m

Leadership Changes & Value-Based Custody Pricing at BNY Mellon | Pershing

Apr 29th, 2020 22m 15s

On this episode of GetClarity, Shad Besikof, President & COO of TruClarity Management Solutions, is joined by his former colleague, Ben Harrison, Managing Director for Advisor Solutions at BNY Mellon | Pershing. Tune in as Shad and Ben virtuall

TEST EPISODE

Apr 21st, 2020 1m 45s

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Top 10 Reasons Advisors Go Independent

Mar 10th, 2020 24m 58s

On our inaugural episode of GetClarity, we are joined by Louis Diamond, Executive Vice President and Senior Consultant of Diamond Consultants. Tune in as we discuss the Top 10 Reasons Advisors Go Independent, as seen in InsuranceNewsNetMagazine

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