For the September Cannon Curve, Phil is joined by a longtime personal and professional friend, John Phoenix, Founding Partner of Wealth Advisory Growth Network, President of AiK2 Insurance Services, He is a former Senior Sales Strategist with Envestnet and has owned and operated multiple RIA groups.
Listen in to learn more about WAGN, advisor choice, the decision, benefits, and challenges of ‘going independent’, and the role technology and outsourcing can have in success.