Podchaser Logo
Home
Ep 74: Breaking Boundaries: The Future of Autonomy for Advisors featuring Josh Brown

Ep 74: Breaking Boundaries: The Future of Autonomy for Advisors featuring Josh Brown

Released Wednesday, 27th March 2024
Good episode? Give it some love!
Ep 74: Breaking Boundaries: The Future of Autonomy for Advisors featuring Josh Brown

Ep 74: Breaking Boundaries: The Future of Autonomy for Advisors featuring Josh Brown

Ep 74: Breaking Boundaries: The Future of Autonomy for Advisors featuring Josh Brown

Ep 74: Breaking Boundaries: The Future of Autonomy for Advisors featuring Josh Brown

Wednesday, 27th March 2024
Good episode? Give it some love!
Rate Episode

In this podcast episode, Kevin Thompson, CEO of 9i Capital Group, discusses the RIA industry's impact on advisors' autonomy with Josh Brown, CEO of Ritholtz Wealth Management. They explore the pressures of consolidation, the parallels with other professional industries, and the necessity for advisors to adapt to a changing landscape. Brown emphasizes the benefits of joining groups with specialized expertise, while Thompson enjoys the competitive aspect and client recognition of individual advisors. They also touch on the role of AI and the importance of mentorship for young advisors. The conversation concludes with Brown's passion for integrating personal interests into his financial career.

Show More

Unlock more with Podchaser Pro

  • Audience Insights
  • Contact Information
  • Demographics
  • Charts
  • Sponsor History
  • and More!
Pro Features