The Team Based Approach for Independent Financial Advisors

Nov 24, 2025
40 mins

Episode Description

Managing Partner James Costabile & Ira Krulik discuss the collaborative approach taken by ICG Next to create a more efficient workflow for Independent Financial Advisors. 

Learn More

 

Talk to Garrett: 

Call: 919-561-2436

Email: Garrett@theadvisoradvocates.com

Schedule Meeting: 

Meeting Link: Firms 

Meeting Link: Advisors

See all episodes