Hosted by Gateway Financial Partners · EN-US · 35 episodes
Established thought leaders with verified media credentials.
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
Gateway Financial Partners hosts Insights for Independence, a business show with 35 episodes published.
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 fo
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 cam
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 o
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.
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 exp
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 advantage
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.
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 ef
On this episode of Insights For Independence, valued guest Diana Cabrices shares her story in the most genuine fashion on branding YOU.
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 ove
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.
On this episode of Insights for Independence, Dr. Bridget Cooper shares her expertise on communicating clearly & powerfully, finding your power, and rattling the cage.
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
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, Ju
On this episode of Insights for Independence, we talk about using tech to change the landscape of retirement income planning.
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.
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.
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 experi
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.
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.
Diana Cabrices
Chief Evangelist · Diana Cabrices Consulting
1 appearance on this show
Aaron Klein
Assistant Secretary for Economic Policy · Brookings Institution
1 appearance on this show
Justin Fitzpatrick
The Shoe Snob
1 appearance on this show
John Johnson
Executive Director Emeritus and former host of the Magnus Podcast · Albertus Magnus Institute
1 appearance on this show
Penny Phillips
Journey Strategic Wealth
1 appearance on this show
Tina Powell
Stage 4 Lung Cancer survivor, patient advocate · Universal Womens Network
1 appearance on this show
John O'Connell
District 1 Director · UK TaxPayers' Alliance
1 appearance on this show
Dr. Bridget Cooper
Dr. B
2 appearances on this show
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Insights for Independence is hosted by Gateway Financial Partners. The show is categorised under business (investing) and has published 35 episodes.
Insights for Independence has published 35 episodes.
Insights for Independence regularly covers business, investing. It sits in the business category, with a investing focus.
Insights for Independence is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
Insights for Independence hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.
Episodes of Insights for Independence average 31 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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