Tag: Financial Planner

Brian Hamburger’s Advice to Advisors and Firms: Hope is not a Plan

Brian Hamburger’s Advice to Advisors and Firms: Hope is not a Plan

Are you ready to learn the keys to building a profitable, sustainable, and impactful business in the ever-evolving financial landscape?

 Join us for an insightful conversation with Brian Hamburger, the visionary founder, president, and CEO of MarketCounsel Consulting, and founder and chief counsel of the Hamburger Law Firm. In this episode, Brian sits down with host Suzanne Siracuse to share his journey through the wealth management industry, exploring the challenges advisors face today. Together, they dive into the critical role of objective advice and strategic planning in successfully navigating these complexities.

Brian and Suzanne discuss:

  • How his father’s career in wealth management shaped his journey in the industry
  • Common frustrations and challenges faced by Independent Wealth Managers
  • The critical role of objective advice in helping advisors navigate their careers
  • The value of planning, discipline, and seeking external, unbiased guidance 
  • Avoiding the most common pitfalls that advisors and firms face in transition

 Connect With Suzanne Siracuse:

Connect With Brian Hamburger:

 About Our Guest:

Brian is an entrepreneur, attorney, columnist, and outspoken industry advocate for independent investment advisers.  For the past 19 years, he has served at the helm of the MarketCounsel companies and the Hamburger Law Firm. Brian was named an Innovator in InvestmentNews’ 2020 class of Icons & Innovators and included in “The IA25: Investment Advisor Magazine’s Annual List of the Top Influential People in the Industry” in 2020.  In 2015, Wealth Management named Brian as one of the top thought leaders in wealth management saying, “Over the past decade, Hamburger has been the architect behind almost all of the highest-profile breakaway deals in the industry, helping advisors navigate the legal thicket of transitioning away from brokerages and into independent business models. 

Building Community Through Planning with Sibyl Slade

Building Community Through Planning with Sibyl Slade

On the latest episode of Focused on the Future, host Suzanne Siracuse sits down with Sibyl Slade, founder and president of IntegriVest Wealth Advisors. Sibyl shares her journey from working at the Federal Reserve Bank of Atlanta to establishing her own independent financial planning firm. Their conversation delves into the evolution of her career, the what she learned after starting her own firm, and her innovative approach to structuring her fees in order to meet clients where they are.

 Highlights from today’s episode include:

  • An overview of Sibyl’s time at the Federal Reserve Bank of Atlanta and how she focused on ensuring underserved communities had access to financial products and services
  • How her desire to aid families burdened by student loan debt drove her to establish her own independent firm, IntegriVest Wealth Advisors
  • Her fee structure that adds flexibility in order to serve all interested parties
  • The importance of non-judgmental and unbiased client interactions
  • Effective client event strategies that drive organic growth
  • How her Small Business Mastermind group has impacted her overall practice

Connect With Suzanne Siracuse:

Connect With Sibyl Slade: 

 About Our Guest:

Slade is the founder and president of IntegriVest Wealth Advisors, LLC. an independent financial services firm. She lends her 28 years of banking and finance experience to provide personalized comprehensive financial planning and advisory services to small business owners and professionals. In 2022, she was recognized as a Visionary for Advisor Group’s Women Forum. In 2019, she was a nominee for the Ladenburg Institute of Women & Finance. Before founding IntegriVest Wealth Advisors, LLC, Slade began her financial services career as a financial advisor with Waddell & Reed, where she was recognized as a recipient of Waddell & Reed’s 2015 Pacesetter as well as received her Chartered Retirement Planning Counselor Designation. In 2017, Slade became an independent financial advisor and became an industry thought leader. A 21-year veteran of the Federal Reserve Bank of Atlanta, in this capacity, Slade served as a senior regional community development manager for the Atlanta Fed’s community and economic development (CED) team whereby she provided regional and national input around these areas.