Independence Amplified
President and Founder Rita Robbins has spent years helping independent financial advisors build thriving businesses that put clients first while creating fulfilling lives for themselves. This inspired a simple yet powerful idea: what if we could capture and share the winning insights from our industry’s brightest minds? In Independence Amplified, she’ll sit down with industry leaders, advisors from our network, and some surprise guests for candid conversations focused on three pillars of success: INSIGHTS: Deep dives into industry shifts and how top performers position themselves FORMULAS: The real and actionable strategies behind sustainable business growth MINDSETS: Understanding how successful advisors think and stay laser-focused on their goals No fluff. Just authentic conversations that matter to independent financial advisors. Visit www.affiliatedadvisors.com to learn how we can support your business. Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. 310 Riverside Drive, Suite 1420 | New York, NY 10025.
Episodes
Rita Robbins is in conversation with Ron Balog, MBA & Financial Advisor of Insight Global Wealth Strategies. In this conversation, Rita explores the intersection of coaching and financial advising as Ron, a long-time coach, shares his lessons on leadership and commitment over the years.
Rita Robbins is in conversation with Zach Scott, a Certified Financial Planner and the President of Castellan Financial Group. This episode explores how financial planning in wealth management can and should look different depending on the advisor and the client. Zach shares the story of how he went from college to CFP and business owner, and what successes and lessons he's had along the way.
Rita Robbins is in conversation with Randy Briedbart. Randy is the Founder, Portfolio Manager, and Wealth Advisor at Park Avenue Financial Advisors. Randy shares his expertise journey from law school to financial services, and the value of education, resilience, and an unwavering mindset of positivity.
Rita Robbins is in conversation with Theresa Gralinski, head of the Advisor Advancement Institute at New York Life Investments. Theresa shares the actionable research findings on the five actionable power principles advisors can implement today to build a growth mindset and a culture of success for their businesses. Download the complimentary toolkit here.
Rita Robbins is in conversation with David Biebelberg, Senior Vice President of Freedom Capital Management, discussing the insights, formulas, and mindsets of his success as a financial advisors. David shares his outlook on the "grey-ing" of the industry, his philosophy for creating long lasting relationships with clients, and dispels myths about what the business of financial advice is not about.
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