In this episode of the Future Focused Podcast, Brian Hamburger, founder, president and CEO of MarketCounsel Consulting, and founder and principal counsel of Hamburger Law Firm, sits down with host Suzanne Siracuse to share his journey through the management industry of wealth. , exploring the challenges facing advisors today. Together, they delve into the critical role of objective advice and strategic planning in successfully navigating these complexities.
Brian and Suzanne discuss:
- How his father's career in wealth management shaped his journey into the industry
- Common frustrations and challenges faced by independent wealth managers
- The critical role of objective advice in helping advisors navigate their careers
- The value of planning, discipline, and seeking outside, unbiased guidance
- Avoiding the most common pitfalls facing advisors and firms in transition
Connect with Suzanne Siracuse:
Connect with Brian Hamburger:
About our guest:
Brian is an entrepreneur, attorney, columnist and outspoken industry advocate for independent investment advisors. For the past 19 years, he has served at the helm of MarketCounsel and Hamburger Law Firm. Brian was named an Innovator in InvestmentNews' 2020 Icons & Innovators class and was included in “The IA25: Investment Advisor Magazine's Annual List of the Top Influential People in the Industry” in 2020. In 2015, Wealth Management named Brian as one of wealth management's top thought leaders says: “Over the past decade, Hamburger has been the architect behind nearly all of the industry's highest-profile breakaway deals, helping advisors navigate the legal transition away from brokerages and in independent business models.