business
Hosted by Gateway Financial Partners · business · EN-US · 35 episodes
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
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Contact path
Public web form
Booking probability
38%
Guest openness
Selective
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Signup to Generate a PitchGain 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.
Insights for Independence is hosted by Gateway Financial Partners. The show has published 35 episodes to date.
Recent episodes include "Why More Advisors Are Turning to Model Portfolios" (20 April 2026, 17 minutes), "From Advisor to Advocate: Derek Kinney on Purpose, Niches, and the Power of Giving" (13 August 2025, 30 minutes), and "Rethinking Portfolio Strategy with Rick Lear" (5 June 2025, 33 minutes).
Insights for Independence publishes roughly every few months, with episodes averaging 31 minutes across 35 episodes.
Booking probability for Insights for Independence is 38%, and the host is rated Selective on guests. Insights for Independence requires a Pod Score of 80 or higher. Insights for Independence's contact route on record: public web form.
The strongest fits for Insights for Independence are Investment Banking & Trading and Investing & Wealth Management. Insights for Independence has a business audience.
Gateway Financial Partners hosts Insights for Independence, a business show with 35 episodes published.
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Insights for Independence
In this episode of Insights for Independence , David sits down with Peter Olsen of Capital Group to discuss the growing role of model portfolios in today’s advisory landscape. As the industry evolves and advisors look...
Insights for Independence
In this episode of Insights for Independence , David Wood interviews Derrick Kinney, a former top financial advisor turned coach, speaker, and author of the Good Money Revolution . Derrick shares how his career pivot...
Insights for Independence
In this episode of "Insights for Independence", host David Wood sits down with Rick Lear of Lear Investment Management to challenge the status quo of portfolio construction. From the pitfalls of style-box investing and...
Insights for Independence
Join host David Wood as he sits down with Jeff Kilburg, Founder of KKM Financial & CNBC Contributor, and discusses the current market volatility, and what it means for the future.
Insights for Independence
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...
Insights for Independence
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...
Insights for Independence
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.
Insights for Independence
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...
Insights for Independence
On this episode of Insights For Independence, valued guest Diana Cabrices shares her story in the most genuine fashion on branding YOU.
Insights for Independence
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...
Insights for Independence
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.
Insights for Independence
On this episode of Insights for Independence, Dr. Bridget Cooper shares her expertise on communicating clearly & powerfully, finding your power, and rattling the cage.
Insights for Independence
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...
Insights for Independence
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...
Insights for Independence
On this episode of Insights for Independence, we talk about using tech to change the landscape of retirement income planning.
Insights for Independence
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.
Insights for Independence
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.
Insights for Independence
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...
Insights for Independence
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.
Insights for Independence
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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