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Summary:

Are you keeping pace with the rapidly changing landscape of independent financial advice? If your practice isn’t evolving, you might be left in the dust.

In this episode, Rusty Sommer sits down with Brian Hamburger, JD, CRCP, President and CEO of MarketCounsel, to explore the ever-evolving world of independent advisors. Brian shares his insights on evolving business models, the impact of technology, and what advisors need to know about current industry trends. Tune in to find out how innovation is reshaping client relationships and what the future holds for regulatory changes.

Brian discusses: 

  • (02:05) The importance of creating a community for CEOs and founders in wealth management
  • (02:49) Key takeaways and themes from this year’s conference
  • (05:38) The evolving landscape for independent advisors and emerging opportunities
  • (07:00) How technology and pandemic-driven changes are reshaping advisor-client dynamics
  • (08:42) Navigating regulatory changes under shifting political landscapes
  • (13:32) Market Council’s role in supporting RIAs
  • (15:08) Predictions for the financial regulatory environment in 2025

 

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About our Guest: 

Brian Hamburger, JD, CRCP, is the founder, president and CEO of MarketCounsel Consulting, the leading business and regulatory compliance consultancy to the country’s preeminent entrepreneurial independent investment advisors. Brian is also the founder and chief counsel of the Hamburger Law Firm, a boutique law firm with its practice in virtually all areas related to the investment and securities industry, entrepreneurial and employment matters. The MarketCounsel companies and the Hamburger Law Firm reflect Brian’s unrelenting entrepreneurial drive and genuine desire to provide an unparalleled combination of preeminent counsel and uncompromising service to the wealth management profession. Hamburger is also the president of MarketCounsel Productions, a company that has built community within the wealth management profession by hosting events such as The MarketCounsel Summit, MarketCounsel Supper Clubs and MarketCounsel After-Hours. The MarketCounsel Summit is the industry’s capstone event of the year and a forum for debate and dialogue on some of the most critical issues facing leaders of wealth management firms.