Podcast
Advisor Advocates Podcast
Hosted by Garrett Layell · EN
Insights on the Financial Services industry from former Financial Advisor and CFP Garrett Layell. Learn more about what’s going on in the industry and how to fine tune your practice and maximize the enterprise value and growth potential of your practice.
10episodes
Episodes
Newest firstAll episodes
Creating Transparent Competition for Advisor Transitions
Jun 1100:17:38Tap to summarizeIn this episode, Garrett introduces the Advisor Advocate Search Tool, the anonymous resource allowing Financial Advisors to explore Firms, connect, and communicate to learn more. Most recruiting processes force you to give up your data before you even know if a firm is a good fit. The Advisor Advocate is designed specifically for financial advisors. Total Anonymity: Browse, compare, and message firms directly without sharing your identity until you are ready. Transparent Comparison: Open competition benefits you and how our flat-fee model for firms ensures you're seeing a true marketplace, not just who paid the most for a lead. Direct Connection: The simple process of messaging firms to get your specific questions answered—risk-free. Leveling the Playing Field: How we’re creating a more transparent industry by removing the middleman and high recruiting commissions. Join a platform that respects your privacy and rewards your expertise. https://theadvisoradvocate.com/
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The Power of Personal Touch: Why Client Care is Your Best Retention Tool
May 1500:29:49Tap to summarizeIn this episode of Advisor Advocates, Garrett Layell and James Costabile of ICG Next are joined by Deb Pica, ICG’s Client Concierge, to discuss the critical difference between "client service" and true "client care." Deb shares her journey from a 20-year career in hospitality to becoming the "face and voice" of a financial firm. We dive into why the human element—the ability to make someone feel seen, heard, and at home—is the ultimate differentiator in an increasingly tech-driven industry. In this episode, we discuss: The Hospitality Mindset: How treating a financial office like a "home" changes the client experience. "The Right People on the Bus": Why you can’t teach genuine care, and how ICG identifies and empowers team members who "get it." The Evolution of a Role: How Deb’s position expanded from the lobby to marketing, gifting, and curating multi-generational client events. The Ultimate Differentiator: Why technology makes the human touch more valuable than ever before. Attracting Talent: How a strong, caring culture isn't just for clients—it's what top advisors are looking for too. Connect with us: If you're an advisor interested in learning more about the culture at ICG Next, or if you'd like to join the conversation, reach out to us! Email Garrett: Garrett@advisoradvocates.com Call Garrett: 919-561-2436 Visit ICG Next: icgnext.com Call ICG Next: 732-359-3838 Subscribe to Advisor Advocates for more insights on building a firm that puts people first. #FinancialAdvisors #ClientCare #WealthManagement #FirmCulture #AdvisorAdvocates #ICGNext #ClientExperience
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Solving the Succession Equation
Mar 3100:31:10Tap to summarizeManaging Partner of ICG Next James Costabile & Stephen Kuczynski discuss the challenge facing the financial services industry as it attempts to create succession planning solutions for Advisors and their clients. Learn More Talk to Garrett: Call: 919-561-2436 Email: Garrett@theadvisoradvocates.com Schedule Meeting: Meeting Link: Firms Meeting Link: Advisors
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The Team Based Approach for Independent Financial Advisors
Nov 2400:40:08Tap to summarizeManaging Partner James Costabile & Ira Krulik discuss the collaborative approach taken by ICG Next to create a more efficient workflow for Independent Financial Advisors. Learn More Talk to Garrett: Call: 919-561-2436 Email: Garrett@theadvisoradvocates.com Schedule Meeting: Meeting Link: Firms Meeting Link: Advisors
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Investing in Advisor Technology: CPR Investments
Aug 1400:26:43Tap to summarizeJustin Reinhold discusses the importance of technology in an Advisors practice and how CPR invests in the commitment to stay ahead of the technological curve. CPR Investments Website Talk to Garrett: Call: 919-561-2436 Email: Garrett@theadvisoradvocates.com Schedule Meeting: Meeting Link: Firms Meeting Link: Advisors
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ICG Next: Raising the Bar on Service
Jul 3000:37:43Tap to summarizeManaging Partner James Costabile of ICG Next in Wall Township, NJ discusses how their Firm is enhancing client service to grow in a self serving business world. Learn More Talk to Garrett: Call: 919-561-2436 Email: Garrett@theadvisoradvocates.com Schedule Meeting: Meeting Link: Firms Meeting Link: Advisors
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Outsourcing Your Tech - Soaring Towers
Jul 17, 202500:32:49Tap to summarizeNick Costa of Soaring Towers explains how his company helps financial Firms offload their tech needs at a very scalable cost. Learn More Talk to Garrett: Call: 919-561-2436 Email: Garrett@theadvisoradvocates.com Schedule Meeting: Meeting Link: Firms Meeting Link: Advisors
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Challenging the Status Quo: CPR Investments
Jun 27, 202500:50:34Tap to summarizeCharles and Nancy Reinhold talk about how their Firm challenges convention to bring cutting edge investment strategies to Advisors and clients. CPR Investments Website Talk to Garrett: Call: 919-561-2436 Email: Garrett@theadvisoradvocates.com Schedule Meeting: Meeting Link: Firms Meeting Link: Advisors
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Edge FA - The Growth Formula
May 30, 202500:34:43Tap to summarizeEd Meek & James Alexander of Edge FA discuss the balance and connection between organic and inorganic growth, and how Edge is using each to leverage the other to take their firm to new heights. Ed's Edge Podcast Edge FA Website Talk to Garrett: Call: 919-561-2436 Email: Garrett@theadvisoradvocates.com Schedule Meeting: Meeting Link: Firms Meeting Link: Advisors
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Sage Insurance Partners: The New 80/20 Standard
May 23, 202500:33:01Tap to summarizeKip Kiser of Sage Insurance Partners explains how his company helps Advisors offload their insurance workload without offloading their insurance revenue. Talk to Kip: Call: 704-397-1640 Email: KKiser@Sageinsurancepartners.com www.sageinsurancepartners.com Talk to Garrett: Call: 919-561-2436 Email: Garrett@theadvisoradvocates.com Schedule Meeting: Meeting Link: Firms Meeting Link: Advisors
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