marketcounsel summit

Today, we're taking you on an exclusive journey behind the scenes of one of the industry's most coveted events: the MarketCounsel Summit. 

We spent an entire day recording 18 back-to-back podcast interviews. It was a marathon, but we couldn't have done it without the help of some truly amazing people. A huge thank you goes out to Brian Hamburger and Ryan Marcus from MarketCounsel, who helped make this episode possible. Erica Ellis, Conference and Event Manager from Intention.ly, was an incredible event wingman, and Kevin Hirshorn, our talented podcast producer and editor at large worked miracles to bring it all together.

Last, we want to thank the 18 guests you'll hear from in this episode. These experts generously shared their time and insights with us, and we couldn't be more grateful. 

1. Brian Hamburger - Founder of MarketCounsel and the Hamburger Law Firm
2. Joe Anthony - President & Co-Owner, Gregory FCA
3. Megan Carpenter - CEO & Co-Founder, FiComm Partners
4. Scott MacKillop - CEO, First Ascent Asset Management
5. Suleman Din - Advisor Intelligence Lead, AdvisorEngine 
6. Brian McLaughlin - President, Orion Advisor Technology 
7. Eric Clarke - CEO, Orion Advisor Services 
8. Aaron Klein - CEO & Co-Founder, Riskalyze 
9. Joel Bruckenstein - FinTech Expert, T3 Technology Tools for Today
10. Zach Conway - Founder & CEO, Seeds Investor
11. Anthony Stich - CRO, Entrustody
12. Spenser Segal - CEO, ActiFi
13. David Wood - Founder & Chief Visionary Officer, Gateway Financial Partners 
14. Stephanie Bogan - Founder, Chief Possibility Officer, Limitless Adviser Coaching 
15. Martine Lellis - Chief Talent & Administrative Officer, Mercer Advisors 
16. Shannon Spotswood - President, RFG Advisory 
17. David Canter - President, Bluespring Wealth Partners 
18. Eric Godes - SVP, Senior Consultant, FP Transistions

And thank you so much for listening and subscribing, and giving us 5-star reviews. We are so so grateful to you.  We’ve got listeners in 1,361 cities and 66 countries. That’s the most we’ve ever had, and we owe it all to you, so thank you. 

Feel free to email me at tina@inthesuitepodcast.com to pitch guests for Season 4 2023 and let us know who you want to see here In The Suite. 

🤩 Thanks for listening, we appreciate your support and 5-star reviews of our show!!!

❤️ Please follow us on Instagram https://www.instagram.com/inthesuitepod/

📧 Want to get in touch? Email me at tina@growintentionally.com

To kick start this year's season, Tina Powell has a one-on-one conversation with Brian Hamburger. As the architect behind many of the best independent investment firms, Brian is the Founder, President, and CEO of MarketCounsel, a regulatory compliance consulting firm. He is also the Founder and Managing Member of the Hamburger Law Firm; a practice focused on the investment and securities industry.

In addition to being an entrepreneur, Brian wears many hats. In addition to being a father to three children, he's an attorney, columnist, and an outspoken industry advocate for independent investment advisers. Most recently, Brian was featured on Barron’s Podcast The Way Forward speaking about Mergers and Acquisitions in the Wealth Management Industry. 

Brian explains that his entrepreneurial spirit was instilled in him ever since he was a child, watching his parents and grandparents grow from working in textile factories to owning ice cream shops, auto body shops, and advisory practices. His role model, his grandmother, pushed him into the field of law. She told him, 'If you understand the rules and laws, you can take that creativity to do great things.

Besides speaking at regional and national conferences, he has his annual gathering of the industry's top advisors and thought leaders. He emphasizes the value that these kinds of conferences offer the industry and feels extremely grateful for the recognition it's receiving. As a result of his years of hard work and dedication, he has been named an Innovator in "Investment News' 2020 class of Icons & Innovators" and included in "The IA25: Investment Advisor Magazine's Annual List of the Top Influential People in the Industry" in 2020.

Welcome to Season 3: Find the agenda of our conversation with Brian below

(03:50) Why Did he Start His Two Entities Together
(08:30) How Did Brian Get into the Finance Industry
(16:15) Everyone Needs That Champion
(22:23) Brian Hamburger's Ah-Ha Moment and Bone to Pick with Tina
(28:00) About The Market Counsel Summits
(33:30) Gratitude and Reflection
(39:99) Safety and Security Are Key Leadership Obligations
(47:10) Proactive vs. Reactive
(50:10) Best Way to Contact Brian
(53:07) A cause close to Brian’s Heart
(55:56) Thank you, Brian!

Resources
Brian Hamburger LinkedIn
Brian Hamburger Twitter
MarketCounsel Summit Website
Hamburger Law Firm
Ryan Marcus | Head of Engagement MarketCounsel & Hamburger Law Firm
T3 Technology Tools of Today
Greyshirt Team Rubicon
Invest in Others Charitable Foundation

🤩 Thanks for listening, we appreciate your support and 5-star reviews of our show!!!

❤️ Please follow us on Instagram https://www.instagram.com/inthesuitepod/

📧 Want to get in touch? Email me at tina@growintentionally.com