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 • 35 episodes
Insights for Independence
Latest Episodes
Why More Advisors Are Turning to Model Portfolios
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 for ways to scale ...
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17:09
From Advisor to Advocate: Derek Kinney on Purpose, Niches, and the Power of Giving
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 came from a...
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30:05
Rethinking Portfolio Strategy with Rick Lear
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 over-diversification to t...
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33:08