Shannon Granahan on Secrets to Scale

In today’s rapidly evolving wealth management landscape, independent financial advisors face increasing demands from their clients. Maybe you even know this struggle yourself: To thrive,

Perhaps you’ve heard our recent news: LibertyFi and Aptus Capital Advisors have merged to create a firm designed to build custom solutions for RIAs. We

In this episode of Secrets to Scale, Alli Jordan sits down with JD Gardner, Founder and Chief Investment Officer of Aptus Capital Advisors (Aptus), for