Mike Papedis sits down with Scott Underwood, founder and CEO of Socium Advisors — a $2.7B Northwestern Mutual-affiliated platform — to explore how leadership shapes advisor experience and client outcomes, why fiduciary advice and insurance aren't in conflict, and what it means to build a firm clients call first when life gets complicated.
Mike's Take
"The advisors who are winning the planning conversation aren't the ones who picked a side between insurance and investment management — they're the ones who stopped treating them as separate disciplines. If your financial plan doesn't address risk mitigation with the same rigor as accumulation, you're not delivering comprehensive advice. You're delivering half a plan."
This interview was originally published in Financial Advisor Magazine.
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