In this episode, Lewis is joined by Mark Livingston, COO at Aspen, for a practical, honest conversation about the real operational challenges advice firms face when trying to grow and how the right investment partnership can help solve them.
Mark shares his journey from asset management to the boardroom, how his process-first mindset shaped Aspen's offering, and why planners deserve more from their CIP providers.
From scalable investment solutions to standout service, this is a deep dive into what great collaboration really looks like in 2025.
If you're building a more efficient, client-focused advice business, this one's for you.
