This week on the Monday Brief, I sat down with Carol Rando at NAILBA. Carol wears a lot of hats: Executive Director of PLAN, Head of TELLUS Brokerage Connections at Crump, Founder of Advisor Solutions, and NAILBA Board Member.
Carol shared what she’s seeing across the brokerage community: mature BGAs struggling to grow organically, aging owners without succession plans, and private equity firms and aggregators paying close attention. Add AI to the mix, and she expects the landscape to look very different in just a few short years.
With so much change underway, staying connected to the industry matters more than ever. Carol believes that so strongly, she’s running an opt-out campaign, so her TELLUS firms are part of Finseca and NAILBA by default. That’s what leadership looks like: making sure no one gets left out of the room where the future of our profession is being shaped.
Together we are Finseca.
