MarketCounsel Consulting

#ICYMI: Tune into "Focused on the Future" on WealthManagement.com wherein Brian Hamburger, Founder & CEO of MarketCounsel Consulting and Hamburger Law Firm, joins Suzanne Siracuse to provide his advice on how to navigate the challenges that advisors face today. Brian and Suzanne discuss: 💠 How his father’s career in wealth management shaped his journey 💠 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 external, unbiased guidance  💠 Avoiding the most common pitfalls that advisors and firms face in transition https://lnkd.in/g4Gzd9FS

ICYMI: MarketCounsel Consulting was recently highlighted on Ray Sclafani's podcast, Building The Billion Dollar Business, with respect to how firms can develop a robust compliance framework and prioritize ongoing training to meet regulatory compliance. Hosted by Financial Advisor Coach, Ray Sclafani, "Building The Billion Dollar Business" is the ultimate podcast for financial advisors seeking to elevate their practice. Each episode features deep dives into actionable advice and exclusive interviews with top professionals in the financial services industry. Tune in to unlock your potential and build a successful, enduring financial advisory practice. If you have not yet listened to "9 Trends That Will Impact the Future of Your Firm," you can find it on every major podcast streaming service, including Spotify which is linked below: https://lnkd.in/ge6wNug9

#MSUM24 offers an unparalleled opportunity to engage with the country’s preeminent independent investment advisors. As the capstone event of the conference season, we’re proud to welcome the profession’s top firms and leadership as we host this seminal forum for debate, dialogue, and conversation. If you wish to join, don't delay. Submit your request at summit.marketcounsel.com.

MarketCounsel Consulting and Hamburger Law Firm are both excited to announce the destination and dates for the 16th edition of The MarketCounsel Summit (#MSUM24). This year’s event will be held at Fontainebleau Las Vegas, the newest luxury hotel on the Las Vegas strip, from December 9th through the 11th. The MarketCounsel Summit will host the industry’s most influential RIAs from across the country, fostering intellectual discussions; convivial debates; and forward-thinking conversations through its faculty of industry organization and thought leaders, renowned headliners, alongside MarketCounsel’s very own. This 16th edition of the industry’s capstone event convenes industry A-listers, an unbridled curriculum, and a no-compromise roster of faculty, ensuring an unparalleled experience for the invitation-only attendees to engage in critical conversations, insightful dialogue, and civilized debate. If you wish to join, learn more at summit.marketcounsel.com.

Brian Hamburger, CEO & Founder of both MarketCounsel Consulting and Hamburger Law Firm, took center stage with Charles Reiling, CLO of TradePMR, in a fireside chat setting at #SYNERGY24 to discuss a variety of regulatory topics, both at present and what is expected over the foreseeable future. The entire team at MarketCounsel in attendance at #SYNERGY24 was nothing short of impressed by the quality of presentations, attendees, and collegiality. Make sure to read more about Brian's presentation, along with many others, at Knowledge Bank - the official blog of TradePMR.

Anthony M. Stich, our Executive Managing Director, was privileged to join a Growth Marketing panel at TradePMR's #SYNERGY24 conference held earlier this year at the Four Seasons Hotels and Resorts in Las Vegas. This panel was moderated by TradePMR's Marketing Director, Jessica Taylor Shores where Tony had the distinct honor to sit alongside some of the brightest marketing minds in our industry: Susan Quinn, CEO of circle S studio; Ryan Frankel, Founder and President at Frankel; and Advyzon Chief Revenue Officer, John Mackowiak. Read more about the panel at TradePMR's Knowledge Bank, and learn how you can tell a better story and win a better client through marketing. https://lnkd.in/gXGzZeur

MarketCounsel is thrilled to welcome to its family some seasoned stewards of the wealth management profession to advance its mission: Anthony M. Stich as executive managing director, director of business development Scott Coleman, director of partnerships, Nitesh Verma and business development officer Kurt Anders. #DreamTeam

"Everything is better in purple.” - Unknown (Possibly Anthony Stich) Anthony M. Stich Welcome, my brother. It's going to be one hell of a ride.

Wait, what... we're #1? What an impressive list of industry partners' conferences. To be named at the top underscores our commitment to the advisor experience. Thanks, Johnny Sandquist for recognizing our efforts here.