Mike Papedis speaks with Andy Kalbaugh, president of The Wealth Consulting Group — a $10B Las Vegas-based platform — on the emergence of a new category in the independent channel: the "advisor enterprise class." The conversation examines why independence is no longer a single destination, what separates a true advisory enterprise from a large producer group, and why the most sophisticated advisors are demanding centralized planning engines, shared services, and capital alignment that creates a genuine win-win.
Mike's Take
"The advisors who are going to define the next decade aren't choosing between independence and scale — they're demanding both, and they're right to. A large producer group under one roof isn't an enterprise. An enterprise is what happens when shared infrastructure, planning quality, and capital alignment are built into the model from the start. If your firm can't articulate the difference, the advisors you most want to recruit already can."
This interview was originally published in Financial Advisor Magazine.
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