Join Ryan Nauman in this episode of Zephyr’s ‘Adjusted for Risk Podcast’ as he dives into the rapidly evolving world of wealth management at the Wealth Management Edge conference. Special guest Barry Wheeles, Director of New Business Development at Sound Income Group, shares his extensive experience across wirehouse, RIA, and private family office channels. They discuss the growing trend of advisors going independent, the driving factors behind this shift, and the significant role of technology. Barry provides valuable insights on the challenges and opportunities faced by financial advisors today, scalability through technology, and the implications of an aging advisor population. Whether you’re considering going independent or want to understand the latest trends in wealth management, this episode offers crucial advice and statistics to help you navigate the landscape. Don’t miss out on these key industry insights!
00:00 Introduction to Adjusted for Risk Podcast
00:45 The Trend Towards Independence in Wealth Management
01:11 Guest Introduction: Barry Wheeles
02:15 The Shift in Wealth Management Ownership
04:16 The Role of Technology in Wealth Management
13:40 Challenges and Opportunities for Financial Advisors
22:23 Sound Income Group and Final Thoughts
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