EP 82 #LiveFromMSUM22 - Behind the Scenes of MarketCounsel Summit 2022

In the Suite

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 [e-mail] to pitch guests for Season 4 2023 and let us know who you want to see here In The Suite.

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