Insights for Independence
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
Podcasting since 2020 • 31 episodes
Insights for Independence
Latest Episodes
Leading With Purpose Ft. Kevin McGarry
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 experiences, research...
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25:31
The Leap to Independence ft. Lindsay Kaminski
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 advantages of gaining more contro...
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16:37
Building Successful Partnerships ft. Kristen McGarry
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.
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32:00
Leveraging Data In Financial Services - Ft. Robert Kirk
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 efficiency, data also help...
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30:54