Breakaway Briefing

The Breakaway Briefing is not just another industry podcast—it is the definitive guide for elite financial advisors considering the next, most profitable chapter of their career. Hosted by the world-class boutique financial recruiting and consulting firm, The Gershman Group, we cut through the noise to deliver the maximum economic, legal, and strategic advice for growth-minded wealth managers. With a legacy rooted on Wall Street and experience counseling advisors who manage well in excess of $200 Billion of AUM, we speak the language of high producers. Each episode of The Breakaway Briefing brings you unparalleled insights into the forces shaping the industry: the latest compensation plan changes, the aggressive retention tactics of wirehouses, the growth trajectory of RIAs like Merchant Investment Management, and the inside story of the industry’s biggest, record-breaking team transitions. If you are a Barron’s or Forbes Top Advisor looking for maximum economic transition advice, aiming to future-proof your practice, or wrestling with the challenges of heightened supervision, this is your mandatory listen. Tune in for the unfiltered education, the competitive platform analysis, and the strategic roadmap you need to truly break away and elevate your journey to the next level of independence and profitability.