Breakaway Briefing

business · EN

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