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On the show
From 4 epsHost
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Recent episodes
Should You Go Independent? Ask Yourself This First.
Jun 24, 2026
31m 34s
The Wire Fraud Epidemic and How to Protect Your Firm
May 21, 2026
29m 57s
Breaking the AUM Mold: Separating Planning From Investment
Apr 22, 2026
32m 03s
Leaving on Your Terms: Planning Your Exit
Mar 19, 2026
34m 20s
Easy Ways Advisors Can Start Using AI Today
Feb 19, 2026
25m 27s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 6/24/26 |  Should You Go Independent? Ask Yourself This First. | Thinking about going independent? In this episode of Advisor Turntable, Brendan Ryan sits down with Tricia Brady, AssetMark business consultant and author of Dance to Independence, to discuss what advisors should know before making the leap. Tricia talks about: • Misconceptions about going independent • Why "the payout" is the wrong reason to make the move • Compliance and operational considerations • The mindset shift from advisor to business-owner needed to succeed • Mistakes advisors make ... | 31m 34s | ||||||
| 5/21/26 |  The Wire Fraud Epidemic and How to Protect Your Firm | Wire fraud is no longer an obvious, easy-to-spot scam. The reality today is much more sophisticated. In this episode of the Advisor Turntable Podcast, Brendan Ryan talks with Michael Brice, founder of BW Cyber, about the growing epidemic of wire fraud targeting financial firms, advisors, and even individual investors. In addition to working with advisors and asset managers through BW Cyber, Michael works with the FBI and other government agencies on cybersecurity investigations and has ... | 29m 57s | ||||||
| 4/22/26 |  Breaking the AUM Mold: Separating Planning From Investment✨ | AUM modelfinancial planning+2 | Adam Wojtkowski | Copper Beach Wealth Management | — | standalone planningyounger clients+1 | — | 32m 03s | |
| 3/19/26 |  Leaving on Your Terms: Planning Your Exit✨ | succession planningadvisory practice+1 | Ryan Alessio | AssetMark | — | value of practicesuccessor+1 | — | 34m 20s | |
| 2/19/26 |  Easy Ways Advisors Can Start Using AI Today✨ | AIfinancial advising+1 | Gerald Gugger | AI assistantthe Advisor Turntable Podcast | — | competitive advantageAI assistant+1 | — | 25m 27s | |
| 1/15/26 |  Using a Subscription Model as a Gateway to More (and Next Generation) Clients✨ | subscription modelclient relationships+3 | Daniel Friedman | WMGNA | — | business modeltrust+1 | — | 34m 33s | |
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