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
Insights for Independence
Rethinking Portfolio Strategy with Rick Lear
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Gateway Financial Partners
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investing and over-diversification to the rising influence of AI and crypto, they explore how advisors must unlearn outdated habits and embrace change. Rick shares stories from the dot-com era, highlights today's tech-driven landscape, and makes the case for theme-based, concentrated investing—all while keeping the client relationship at the center.