Episode 86: Dawn Claussen and Michael Young
In this episode, Dawn Claussen, COO of Mutual Group, and Michael Young, President of Integrated Advisors Network discuss how their platforms support independent financial advisors through technology, compliance, and strategic business coaching. They explain their firms' growth models—Mutual Group’s broker‑dealer and affiliation solutions managing roughly $1.5 billion in AUM, and Integrated’s independent RIA platform serving about $1 billion in AUD across 38 practices. Both emphasize the importance of defining an ideal client, documenting processes (using tools like Scribe), and aligning operations with that client profile to drive scalability and efficiency. Their perspectives highlight the shift from commission‑based models to fee‑only advisory services and the operational rigor needed to support that transition.
From Chaos to Predictable Pipeline: A GTM Audit That Turns Into a 90-Day Plan
In this episode, host Javier Lozano explains how a comprehensive go‑to‑market (GTM) audit can transform chaotic, unpredictable B2B pipelines into a structured 90‑day growth plan. He walks listeners through the audit’s three phases—kickoff and questionnaire, customer‑journey mapping workshop, and a...
Episode 85: Josh Brier & Aldo Tarantini
In this episode, COO Josh Breyer of Connecticut Wealth Management and Managing Director Aldo Tarantini of Family Management Corp discuss how operational strategy, technology, and a client‑first culture drive growth in independent wealth‑management firms. They share the firms’ histories—Family Management’s...
Stormrake – Old School Brokerage for the Digital Asset Era
In this episode of Brave New Coin Crypto Conversation, COO Bisher of StormRake explains how the Melbourne‑based firm operates as a brokerage rather than an exchange, aggregating liquidity from about 20 venues to secure best‑price execution for clients with low...
This Week: Fiber, Phones, and Farewells: The Reshaping of Telecom's Landscape
In this episode, Don and Roger discuss recent leadership changes at Charter, highlighting the appointment of Nick Jeffrey—formerly of Frontier, Vodafone UK, and Verizon—as COO to boost Charter's struggling home internet segment. They then turn to the ongoing consolidation of...