The Gershman Group
    Team
    Articles
    Podcasts
    FAQ
    About
    Book a call(628) 277-5925
    Video

    $1B Lawsuit - SEC Requires Advisors to Turn Over Personal Cells

    12/01/2022

    Listen On

    More Videos

    The Future of Financial Advisory Firms: Growth, Leadership & Succession with Tom Titus

    The Future of Financial Advisory Firms: Growth, Leadership & Succession with Tom Titus

    08/26/2026

    The Future of Independent Wealth Management | Greg Rosen & Roger Gershman

    The Future of Independent Wealth Management | Greg Rosen & Roger Gershman

    07/30/2026

    Building a Legacy That Lasts | Roger Gershman & John Krambeer on the Future of Financial Advisors

    Building a Legacy That Lasts | Roger Gershman & John Krambeer on the Future of Financial Advisors

    07/30/2026

    The Gershman Group

    Helping advisors transform their careers, maximize their value, and build the practices they've always envisioned.

    Company

    • About
    • Roger Gershman
    • Team
    • Our Process
    • Contact
    • Book a call

    Resources

    • Articles
    • Podcasts & Videos

    Contact

    Schedule a call
    • (628) 277-5925
    • Nationwide Presence
      United States

    Stay Informed

    Get the latest industry insights and exclusive content delivered to your inbox.

    © 2026 The Gershman Group. All rights reserved.

    Privacy PolicyTerms of Service