You Don't Own Your Growth
On this episode of Talking Wealth, Michael Batnick is joined by David Armstrong from WealthManagement.com to discuss two stories that reveal the risks of building your business on platforms you don’t control. They break down the controversy surrounding the Forbes advisor rankings, why major firms are pulling back, and Schwab’s decision to raise the minimum for its advisor referral program to $5 million. Plus, what both stories teach financial advisors about rankings, referrals, brand building, and owning your path to growth.
This episode is sponsored by YCharts. To learn more about YCharts Future Proof session and get 20% off your initial YCharts Professional subscription, visit https://go.ycharts.com/future-proof-2026 (new customers only).
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