Insights for Independence Mon, 20 Apr 2026 10:36:18 -0400 https://insightsforindependence.buzzsprout.com en-us © 2026 Insights for Independence yes 1d13a8dd-df6c-5853-a3ce-311b15592068 Gateway Financial Partners episodic false Buzzsprout (https://www.buzzsprout.com) Gateway Financial Partners https://storage.buzzsprout.com/aque0zib21uapbyxl3vspn4dk86z?.jpg Insights for Independence Why More Advisors Are Turning to Model Portfolios Why More Advisors Are Turning to Model Portfolios In this episode of Insights for Independence, David sits down with Peter Olsen of Capital Group to discuss the growing role of model portfolios in today’s advisory landscape. As the industry evolves and advisors look for ways to scale their practices, many are turning to models to simplify portfolio management, create consistency for clients, and free up time to focus on planning and relationships.

Peter also shares a key concept he uses with advisors and clients alike: the math changes in retirement. As investors transition from accumulation to distribution, portfolio structure, withdrawal strategies, and risk management take on a different level of importance. David and Peter explore how advisors can adapt their approach and where model portfolios may fit into that shift.

]]> In this episode of Insights for Independence, David sits down with Peter Olsen of Capital Group to discuss the growing role of model portfolios in today’s advisory landscape. As the industry evolves and advisors look for ways to scale their practices, many are turning to models to simplify portfolio management, create consistency for clients, and free up time to focus on planning and relationships.

Peter also shares a key concept he uses with advisors and clients alike: the math changes in retirement. As investors transition from accumulation to distribution, portfolio structure, withdrawal strategies, and risk management take on a different level of importance. David and Peter explore how advisors can adapt their approach and where model portfolios may fit into that shift.

]]> Gateway Financial Partners Buzzsprout-18802976 Mon, 20 Apr 2026 10:00:00 -0400 1029 full false From Advisor to Advocate: Derek Kinney on Purpose, Niches, and the Power of Giving From Advisor to Advocate: Derek Kinney on Purpose, Niches, and the Power of Giving In this episode of Insights for Independence, David Wood interviews Derrick Kinney, a former top financial advisor turned coach, speaker, and author of the Good Money Revolution. Derrick shares how his career pivot came from aligning his work with his passions, leading him to help other advisors avoid common mistakes and grow faster. He emphasizes the power of connecting with clients on an emotional level, clearly articulating the most painful problem you solve, and niching down to attract ideal clients. The conversation covers practical strategies—from crafting compelling “you know how” statements to leveraging generosity as a business driver—and highlights how giving back not only makes a difference but also strengthens client relationships. Derrick also offers insight into his coaching approach for top 1% advisors and his upcoming speaking engagements, blending personal stories with actionable advice for building a more purposeful and profitable practice. 

]]> In this episode of Insights for Independence, David Wood interviews Derrick Kinney, a former top financial advisor turned coach, speaker, and author of the Good Money Revolution. Derrick shares how his career pivot came from aligning his work with his passions, leading him to help other advisors avoid common mistakes and grow faster. He emphasizes the power of connecting with clients on an emotional level, clearly articulating the most painful problem you solve, and niching down to attract ideal clients. The conversation covers practical strategies—from crafting compelling “you know how” statements to leveraging generosity as a business driver—and highlights how giving back not only makes a difference but also strengthens client relationships. Derrick also offers insight into his coaching approach for top 1% advisors and his upcoming speaking engagements, blending personal stories with actionable advice for building a more purposeful and profitable practice. 

]]> Gateway Financial Partners Buzzsprout-17665708 Wed, 13 Aug 2025 11:00:00 -0400 1805 full false Rethinking Portfolio Strategy with Rick Lear Rethinking Portfolio Strategy with Rick Lear In this episode of "Insights for Independence", host David Wood sits down with Rick Lear of Lear Investment Management to challenge the status quo of portfolio construction. From the pitfalls of style-box investing and over-diversification to the rising influence of AI and crypto, they explore how advisors must unlearn outdated habits and embrace change. Rick shares stories from the dot-com era, highlights today's tech-driven landscape, and makes the case for theme-based, concentrated investing—all while keeping the client relationship at the center. 

]]> In this episode of "Insights for Independence", host David Wood sits down with Rick Lear of Lear Investment Management to challenge the status quo of portfolio construction. From the pitfalls of style-box investing and over-diversification to the rising influence of AI and crypto, they explore how advisors must unlearn outdated habits and embrace change. Rick shares stories from the dot-com era, highlights today's tech-driven landscape, and makes the case for theme-based, concentrated investing—all while keeping the client relationship at the center. 

]]> Gateway Financial Partners Buzzsprout-17288963 Thu, 05 Jun 2025 15:00:00 -0400 1988 full false Market Volatility ft. Jeff Kilburg Market Volatility ft. Jeff Kilburg Join host David Wood as he sits down with Jeff Kilburg, Founder of KKM Financial & CNBC Contributor, and discusses the current market volatility, and what it means for the future.

]]> Join host David Wood as he sits down with Jeff Kilburg, Founder of KKM Financial & CNBC Contributor, and discusses the current market volatility, and what it means for the future.

]]> Gateway Financial Partners Buzzsprout-16977387 Mon, 14 Apr 2025 14:00:00 -0400 1563 full false Leading With Purpose Ft. Kevin McGarry Leading With Purpose Ft. Kevin McGarry  In this episode of "Insights for Independence," host David Wood sits down with Dr. Kevin McGarry to discuss his journey in the financial services industry and his new book, "Lead with Purpose." Dr. McGarry shares his experiences, research, and key leadership principles that are applicable across various industries. Tune in to learn about the importance of leadership development, setting actionable goals, and maintaining integrity in both personal and professional life. 

]]>  In this episode of "Insights for Independence," host David Wood sits down with Dr. Kevin McGarry to discuss his journey in the financial services industry and his new book, "Lead with Purpose." Dr. McGarry shares his experiences, research, and key leadership principles that are applicable across various industries. Tune in to learn about the importance of leadership development, setting actionable goals, and maintaining integrity in both personal and professional life. 

]]> Gateway Financial Partners Buzzsprout-15515698 Sun, 18 Aug 2024 23:00:00 -0400 1531 full false The Leap to Independence ft. Lindsay Kaminski The Leap to Independence ft. Lindsay Kaminski In this episode of Insights for Independence, David Wood talks with Lindsay Kaminski about her transition from a wire house to the independent advisory space. Lindsay shares her experiences, challenges, and the advantages of gaining more control over her practice and client relationships. 

]]> In this episode of Insights for Independence, David Wood talks with Lindsay Kaminski about her transition from a wire house to the independent advisory space. Lindsay shares her experiences, challenges, and the advantages of gaining more control over her practice and client relationships. 

]]> Gateway Financial Partners Buzzsprout-15455017 Sun, 04 Aug 2024 23:00:00 -0400 997 full false Building Successful Partnerships ft. Kristen McGarry Building Successful Partnerships ft. Kristen McGarry On this episode, David Wood talks with Kristen McGarry about her extensive career in wholesaling, the importance of building strong advisor relationships, and strategies for staying competitive in a dynamic industry. 

]]> On this episode, David Wood talks with Kristen McGarry about her extensive career in wholesaling, the importance of building strong advisor relationships, and strategies for staying competitive in a dynamic industry. 

]]> Gateway Financial Partners Buzzsprout-15461911 Sun, 28 Jul 2024 23:00:00 -0400 1920 full false Leveraging Data In Financial Services - Ft. Robert Kirk Leveraging Data In Financial Services - Ft. Robert Kirk On this episode of Insights for Independence, we speak with Founder of InterGen Data, Robert Kirk, on the many ways we can leverage data in financial services. While offering immense insights and enhancing operational efficiency, data also helps strengthen relationships. 

]]> On this episode of Insights for Independence, we speak with Founder of InterGen Data, Robert Kirk, on the many ways we can leverage data in financial services. While offering immense insights and enhancing operational efficiency, data also helps strengthen relationships. 

]]> Gateway Financial Partners Buzzsprout-14813732 Mon, 13 May 2024 09:00:00 -0400 1854 full false Branding YOU - Ft. Diana Cabrices Branding YOU - Ft. Diana Cabrices On this episode of Insights For Independence, valued guest Diana Cabrices shares her story in the most genuine fashion on branding YOU. 

]]> On this episode of Insights For Independence, valued guest Diana Cabrices shares her story in the most genuine fashion on branding YOU. 

]]> Gateway Financial Partners Buzzsprout-13853663 Sun, 17 Dec 2023 08:00:00 -0500 1964 full false Handpicking Clients for a Values-Driven Financial Practice - Ft. Melanie Milam Handpicking Clients for a Values-Driven Financial Practice - Ft. Melanie Milam On this episode of Insights for Independence, successful Gateway financial advisor Melanie Milam shares her perspective on her faith-based, values-driven practice and how that translates to stronger relationships and overall success.

]]> On this episode of Insights for Independence, successful Gateway financial advisor Melanie Milam shares her perspective on her faith-based, values-driven practice and how that translates to stronger relationships and overall success.

]]> Gateway Financial Partners Buzzsprout-13831659 Sun, 03 Dec 2023 08:00:00 -0500 2256 full false Service as a Standard in Finance and in Life - Ft. Aaron Klein Service as a Standard in Finance and in Life - Ft. Aaron Klein On this episode of Insights for Independence,  we hear from very special guest, friend,  and Nitrogen co-founder, Aaron Klein, on how to lead boldly with a service mindset. 

]]> On this episode of Insights for Independence,  we hear from very special guest, friend,  and Nitrogen co-founder, Aaron Klein, on how to lead boldly with a service mindset. 

]]> Gateway Financial Partners Buzzsprout-13853634 Sun, 19 Nov 2023 08:00:00 -0500 2287 full false Finding Your Power & Rattling the Cage - Ft. Dr. Bridget Cooper Finding Your Power & Rattling the Cage - Ft. Dr. Bridget Cooper On this episode of Insights for Independence, Dr. Bridget Cooper shares her expertise on communicating clearly & powerfully, finding your power, and rattling the cage. 

]]> On this episode of Insights for Independence, Dr. Bridget Cooper shares her expertise on communicating clearly & powerfully, finding your power, and rattling the cage. 

]]> Gateway Financial Partners Buzzsprout-13831644 Sun, 05 Nov 2023 07:00:00 -0500 1876 full false Getting Prospects in the Seat - Ft. Lara Galloway Getting Prospects in the Seat - Ft. Lara Galloway On this episode of Insights for Independence, Lara Galloway from White Glove shares her expertise on getting prospects in the seat. "You don't have to buy someone a steak dinner to offer the answers to questions they're already losing sleep over."

]]> On this episode of Insights for Independence, Lara Galloway from White Glove shares her expertise on getting prospects in the seat. "You don't have to buy someone a steak dinner to offer the answers to questions they're already losing sleep over."

]]> Gateway Financial Partners Buzzsprout-13815558 Fri, 20 Oct 2023 12:00:00 -0400 2265 full false Market Differentiation In a Small Town - Ft. Julie Graney Market Differentiation In a Small Town - Ft. Julie Graney On this episode of Insights for Independence, advisor Julie Graney of Beulah, North Dakota discusses marketing herself differently in her small town where competitors are next door. With a goal to own the marketplace, Julie shares her story, her tactics, and what tasks she offloads to her team.

]]> On this episode of Insights for Independence, advisor Julie Graney of Beulah, North Dakota discusses marketing herself differently in her small town where competitors are next door. With a goal to own the marketplace, Julie shares her story, her tactics, and what tasks she offloads to her team.

]]> Gateway Financial Partners Buzzsprout-13471809 Fri, 25 Aug 2023 16:00:00 -0400 1856 full false Retirement Income Planning With Income Lab - Ft. Justin Fitzpatrick and John Johnson Retirement Income Planning With Income Lab - Ft. Justin Fitzpatrick and John Johnson On this episode of Insights for Independence, we talk about using tech to change the landscape of retirement income planning.

]]> On this episode of Insights for Independence, we talk about using tech to change the landscape of retirement income planning.

]]> Gateway Financial Partners Buzzsprout-13208706 Sun, 20 Aug 2023 00:00:00 -0400 1640 full false Bridging the Gap Between Technology and The Human Element - Ft. Danny Lohrfink Bridging the Gap Between Technology and The Human Element - Ft. Danny Lohrfink On this episode of Insights for Independence, we hear from co-founder of Wealth.com Danny Lohrfink on providing advanced tech to financial advisors while maintaining the human element. 

]]> On this episode of Insights for Independence, we hear from co-founder of Wealth.com Danny Lohrfink on providing advanced tech to financial advisors while maintaining the human element. 

]]> Gateway Financial Partners Buzzsprout-13127498 Sun, 06 Aug 2023 07:00:00 -0400 1935 full false Creating Generational Client Relationships Through a Committed Support Team - Ft. Kurt Hagemann Creating Generational Client Relationships Through a Committed Support Team - Ft. Kurt Hagemann On this episode of Insights for Independence, we hear from valued advisor Kurt Hagemann on his success in creating generational client relationships through leveraging a supported independent model. 

]]> On this episode of Insights for Independence, we hear from valued advisor Kurt Hagemann on his success in creating generational client relationships through leveraging a supported independent model. 

]]> Gateway Financial Partners Buzzsprout-13125046 Sun, 23 Jul 2023 07:00:00 -0400 2190 full false Creating a Client Centric Practice - Ft. Penny Phillips Creating a Client Centric Practice - Ft. Penny Phillips On this episode of Insights for Independence, we hear from special guest Penny Phillips on how to gain a deeper understanding of your client's needs by asking thought-provoking questions to build an amazing client experience. 

]]> On this episode of Insights for Independence, we hear from special guest Penny Phillips on how to gain a deeper understanding of your client's needs by asking thought-provoking questions to build an amazing client experience. 

]]> Gateway Financial Partners Buzzsprout-13084381 Sun, 09 Jul 2023 07:00:00 -0400 2076 full false Investing In Yourself - Ft. Joe Lucaks Investing In Yourself - Ft. Joe Lucaks On this episode of Insights for Independence, we hear from coach Joe Lucaks on how important it is for advisors to both build their practice while also investing in themselves. 

]]> On this episode of Insights for Independence, we hear from coach Joe Lucaks on how important it is for advisors to both build their practice while also investing in themselves. 

]]> Gateway Financial Partners Buzzsprout-13076925 Mon, 26 Jun 2023 07:00:00 -0400 2294 2 full false Cultivating Your Digital Presence and Differentiating Marketing Strategies Ft. Derek Mazzarella Cultivating Your Digital Presence and Differentiating Marketing Strategies Ft. Derek Mazzarella On this episode of Insights for Independence, we hear from Derek Mazzarella on how he developed his digital footprint with relevant content while also differentiating his marketing into one larger cohesive plan. 

]]> On this episode of Insights for Independence, we hear from Derek Mazzarella on how he developed his digital footprint with relevant content while also differentiating his marketing into one larger cohesive plan. 

]]> Gateway Financial Partners Buzzsprout-12926132 Mon, 05 Jun 2023 07:00:00 -0400 1854 full false Blending Trust and Tech in Online Finance Ft. Kristin Afelumo Blending Trust and Tech in Online Finance Ft. Kristin Afelumo On this episode of Insights for Independence, we hear from special guest Kristin Afelumo on blending trust and tech in online finance. 

]]> On this episode of Insights for Independence, we hear from special guest Kristin Afelumo on blending trust and tech in online finance. 

]]> Gateway Financial Partners Buzzsprout-12838331 Mon, 15 May 2023 07:00:00 -0400 1712 2 7 full false Green Flags To Look For From Your Advisory Firm - Ft. Tyler Boling Green Flags To Look For From Your Advisory Firm - Ft. Tyler Boling On this episode of Insights for Independence, we talk with one of Gateway's newest advisors, Tyler Boling, on green flags to look for from your advisory firm and how to do right by your clients. 

]]> On this episode of Insights for Independence, we talk with one of Gateway's newest advisors, Tyler Boling, on green flags to look for from your advisory firm and how to do right by your clients. 

]]> Gateway Financial Partners Buzzsprout-12714354 Mon, 01 May 2023 07:00:00 -0400 1664 2 6 full false Diversifying Talent in Finserv - Ft. Jen Rutley Diversifying Talent in Finserv - Ft. Jen Rutley On this episode of Insights for Independence, we hear from special guest Jen Rutley  of Hidden Insights Group on what data says about diversifying the talent pool in financial services. 



]]> On this episode of Insights for Independence, we hear from special guest Jen Rutley  of Hidden Insights Group on what data says about diversifying the talent pool in financial services. 



]]> Gateway Financial Partners Buzzsprout-12495848 Mon, 17 Apr 2023 08:00:00 -0400 1562 2 5 full false Advisor Zero - Mark Goldberg Advisor Zero - Mark Goldberg On this episode of Insights for Independence, we hear from Gateway's very first advisor, Mark Goldberg, on industry changes over time, Sell/Stay succession planning, and enhancing client experience. 



]]> On this episode of Insights for Independence, we hear from Gateway's very first advisor, Mark Goldberg, on industry changes over time, Sell/Stay succession planning, and enhancing client experience. 



]]> Gateway Financial Partners Buzzsprout-12495473 Mon, 03 Apr 2023 08:00:00 -0400 1770 2 4 full false Fintech/Finserv Social Media Marketing - Ft. Tina Powell Fintech/Finserv Social Media Marketing - Ft. Tina Powell On this episode of Insights for Independence, we hear from special guest Tina Powell of Intention.ly on social media marketing in the Fintech/Finserv space. 

]]> On this episode of Insights for Independence, we hear from special guest Tina Powell of Intention.ly on social media marketing in the Fintech/Finserv space. 

]]> Gateway Financial Partners Buzzsprout-12268607 Mon, 20 Mar 2023 07:00:00 -0400 1877 2 3 full false Advisor Growth Through Scale & Acquisitions – FT. Sal Motta Advisor Growth Through Scale & Acquisitions – FT. Sal Motta On this episode of Insights for Independence, we hear from internal Gateway advisor Sal Motta on growth through leveraging scale and acquisitions. 

]]> On this episode of Insights for Independence, we hear from internal Gateway advisor Sal Motta on growth through leveraging scale and acquisitions. 

]]> Gateway Financial Partners Buzzsprout-12268856 Mon, 06 Mar 2023 07:00:00 -0500 1874 2 2 full false Advancing Females in Financial Services - Ft. Sheryl Hickerson Advancing Females in Financial Services - Ft. Sheryl Hickerson On this episode of Insights for Independence, we hear from special guest Sheryl Hickerson of Females & Finance on advancing females in financial services.

]]> On this episode of Insights for Independence, we hear from special guest Sheryl Hickerson of Females & Finance on advancing females in financial services.

]]> Gateway Financial Partners Buzzsprout-12267636 Thu, 16 Feb 2023 15:00:00 -0500 1677 2 1 full false The Ins and Outs of Estate Planning Essentials - Ft. Atty Ray Colla The Ins and Outs of Estate Planning Essentials - Ft. Atty Ray Colla Gateway Financial Partners Buzzsprout-5489824 Thu, 17 Sep 2020 16:00:00 -0400 1407 full false Identifying Well-Rounded Value - Ft. John O'Connell Identifying Well-Rounded Value - Ft. John O'Connell Gateway Financial Partners Buzzsprout-4969676 Wed, 12 Aug 2020 15:00:00 -0400 1888 full false Organization is Key - Ft. Burke Rosenthal Organization is Key - Ft. Burke Rosenthal David Buzzsprout-3673783 Fri, 08 May 2020 10:00:00 -0400 2068 full false Knowledge through Acquisition - Ft. Chuck Minahan Knowledge through Acquisition - Ft. Chuck Minahan David Buzzsprout-3673777 Fri, 08 May 2020 10:00:00 -0400 1837 full false Coaching for Success - Ft. Dr. Bridget Cooper Coaching for Success - Ft. Dr. Bridget Cooper David Buzzsprout-3673771 Fri, 08 May 2020 10:00:00 -0400 1546 full false Clarity Through Survival - Ft. Matthew Newman Clarity Through Survival - Ft. Matthew Newman David Buzzsprout-3673765 Fri, 08 May 2020 10:00:00 -0400 1644 full false Corporate CEO to Personal CEO - Ft. Neil Manning Corporate CEO to Personal CEO - Ft. Neil Manning David Buzzsprout-3673750 Fri, 08 May 2020 10:00:00 -0400 1483 full false Ch-Changes - Ft. Dr Bridget Cooper Ch-Changes - Ft. Dr Bridget Cooper David Buzzsprout-3661333 Thu, 07 May 2020 13:00:00 -0400 1464 1 2 full false