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The Growth Formula

In this podcast series, host Chris Carlin and three industry experts explore the ever-changing landscape of financial advice, and how advisors can drive meaningful growth for both their practice and their clients. They discuss the best ways to adapt to industry changes, the importance of diversity and inclusion, and what the advice practice of tomorrow may look like.


Host: Chris Carlin


The Growth Formula #1

In this installment, Chris talks with Elizabeth Koehler, Managing Director at BlackRock, Head of Advisor Engagement. They talk …

The Growth Formula #2

In this episode, Chris sits down with Keryn Batsilas, Founder and Adviser at Your Life and Money Matters. …

The Growth Formula #3

In this final episode, Chris is joined by Devan King, Founder of Ikigai Wealth. They talk about how …

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