Episode 1: The Future of Financial Planning, and Protecting Our Most Valuable Assets with John Phoenix As advisors and entrepreneurs, we’re often laser-focused on the destination. But as most seasoned professionals wish their younger selves understood, the journey is more meaningful. John Phoenix shares this sentiment. After years in the industry and multiple successful ventures under … [Read More]
The Indie Advisor Podcast, The Future of Financial Planning, and Protecting Our Most Valuable Assets with John Phoenix, February 8, 2022
Inside Information, Bob Veres’ Inside Information, Consulting From the Inside Out, October 2021
City Wire, $1.7bn Arkansas team sets up WAGN-backed RIA, April 13, 2021
A four-advisor, six-staffer team in Little Rock, Ark. previously affiliated with Stephens has set up a new RIA backed by consultancy Wealth Advisor Growth Network (WAGN). Bentley Blackmon (pictured) serves as chief executive of the new firm, which is known as Naviter Wealth. The ex-Stephens staffers managed a combined $1.7bn in assets across roughly 80 families … [Read More]
