Built By and For
The Founders Financial Built By and For podcast is created by and for independent financial advisors to empower them with knowledge and insights across a range of relevant topics.
Built By and For
Latest Episodes
EP15 - The impact of AI on technology
Artificial intelligence is moving faster than any technology our industry has seen — and the temptation is to race ahead. This conversation makes the case for the opposite.In this episode, Steven Watts sits down with Founders Financial C...
EP14 - What a real firm transition looks like
The fear of moving firms is rarely about the paperwork. It's about the unknown — and the worry that the clients won't come. In this episode, Steven Watts sits down with Christine Walsh, Head of Transitions, and Philip Dubay, Direct...
EP13 - Sell the firm, or hand it down?
Two doors on succession. M&A — sell to a roll-up, take the check, walk away. Or apprenticeship — bring someone alongside you and hand the relationships forward.In this episode, Steven Watts and Founders Financial CEO Brad Shepherd un...
EP12 - Fall in love again, or pass the torch
Every independent advisor reaches a moment where they have to ask one of two questions. Either fall in love with the business again, or honestly start thinking about who comes next.In this episode, Steven Watts and Founders Financial Pre...
EP11 - Legacy is not a monetization event
Most advisors do beautiful legacy work for their clients. Almost none do it for themselves.In this episode, Steven Watts sits down with Founders Financial President and CIO Peter Murphy and CEO Brad Shepherd to reframe what legacy and su...
