The Platform Advisors Will Never Outgrow – Firm Transitions Podcast with Arkadios Capital
In this episode, I connect with David Millican, the CEO & Founder of Arkadios Capital, to discuss his journey and the unique approach he’s taken with Arkadios.
David shares his experiences navigating the challenges of larger broker-dealers and independent firms, and how he built Arkadios to provide a more flexible, advisor-centric platform.
The conversation includes the benefits of Arkadios’ hybrid broker-dealer and RIA model, the importance of compliance and personalized service, and Millican’s decision to keep the firm privately owned. Our discussion offers insights for financial advisors looking to break free of the wirehouse and captive broker-dealer to build a more entrepreneurial practice, growth focused business.
#FATransition #coreywalen #financialadvisor #independentadvisor #brokerdealer #massmutual #insurancebrokerdealer #wirehouse
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Apple Podcast: https://podcasts.apple.com/us/podcast/firm-transitions-with-corey-walen/id1672117664
Spotify Podcast: https://open.spotify.com/show/278IpmwyIWbyGoos4InCOV?si=3146e811274d4fd5
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Contact & connect with me:
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Website: https://www.coreywalen.com
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