Claim OwnershipgoRIA Podcast
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Podcast by goRIA Podcast
40 Episodes
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Chuck catches up with Laura Lutton, Head of Manager Research for Morningstar, to talk about their exciting new offering — coverage of ALTS and Semi-liquid funds.
Chuck talks with industry legend, Thomas Peterffy about his "origin story", his thoughts on building a "customer first" enterprise, and, of course, his thoughts on going RIA. This is a MUST LISTEN episode.
Chuck talks with industry legend, Bob Veres, about his new book: A Behind-the-Scenes History of the Financial Planning Profession. Tune in to hear some amazing anecdotes that Bob has collected over his 45 year long history in our industry.
Chuck talks with industry icon, Joe Duran, about succession planning and what advisors need to think about as they plan for "what's next"...
Chuck catches up with Shawnette Gauer, Schwab Advisor Services' Managing Director of Enterprise Solutions, to talk about their new program designed specifically to help sub $300M advisors #goRIA.
Chuck chats with communication guru and author Matt Halloran about his new book, "𝙎𝙝𝙪𝙩 𝙏𝙝𝙚 𝙁 𝙐𝙥 𝙖𝙣𝙙 𝙇𝙞𝙨𝙩𝙚𝙣!". Matt shares some surprising facts about how poor communication can cost advisors their clients—and offers easy, practical advice on becoming a better listener. Tune in to find out how improving your communication skills can make your clients feel truly valued and keep them coming back!
Chuck is looking to sell a portion of his firm, Sovereign Financial Group, to his #NextGen staff and advisors. So, of course, he turned to industry M&A guru, Corey Kupfer, for some advice...
Chuck catches up with content marketing guru, Nick Meyer, to discuss how advisors can leverage content marketing to fuel growth.
Chuck catches up with Orion's Adam Palmer to talk Data Warehouses, Data Lakes and even Data Lake Warehouses. And... Adam shares an exciting new announcement -- Orion is now partnering with Snowflake? Why should you care? Why is Chuck so... so... so... excited about the news? Tune in to find out!
Chuck talks with Shelby Nicholl, Founder of Muriel Consulting, about what challenges she sees advisors facing when going independent (and how she helps them overcome those challenges).
Chuck talks with Matthew Jarvis, Co-Founder of The Perfect RIA about, well, lots of things: his “origin story”, advisor payout myths, conferences and more…
Chuck talks with industry icon, Marty Bicknell, about how he went from being a receptionist at AG Edwards to building and running one of the country's largest and most successful RIAs.
Chuck checks in with Robb Baldwin, Founder of TradePMR about the recent announcement about his merging TradePMR with Robinhood.
Ed Slott is a leading authority on IRAs, but, this week Ed mixes things up a bit to talk about RIAs. Check out this episode to see what Ed had to say about the future of RIAs and fiduciary advice. SPOILER ALERT: Clients want to pay a premium for premium advice.
Chuck sits down with Larry Sprung, CFP®, Founder and Wealth Advisor at Mitlin Financial, Inc., for a conversation full of insights, laughs, and a bit of nostalgia. As two former “cold callers,” Chuck and Larry share some entertaining “war stories” from their early days in the industry. But it’s not all reminiscing -- Larry dives into his inspiring journey, sharing how he built his business and what led him to establish Mitlin Financial. One highlight? Larry explains how a simple yet powerful tagline, “What did you do today that brought you JOY?®”, became a cornerstone of his business, helping him connect with clients and elevate his practice. Tune in for a mix of industry insights, engaging stories, and actionable takeaways - we’re confident you’ll enJOY this episode!
Chuck catches up with industry icon, Mindy Diamond, Founder + CEO of Diamond Consultants. Mindy shares some highlights from her new book, "Should I Stay, or, Should I Go: A Financial Advisor’s Guide to Thinking Through Your Biggest Decision". If you're looking to goRIA... this episode is a MUST LISTEN and the book is a MUST READ!
Chuck catches up with Brad Wright, CFP, Founder & CEO of Launch Financial Planning. When it comes to media... most advisors start as advisors, then, go on to work with the media. Brad took a different route... he started in the media, then, became an advisor. In this episode Brad shares many great ideas and tips for how advisors can leverage the media to help grow their business.
Chuck catches up with Dr. Daniel Crosby to unpack his amazing new book: "The Soul of Wealth". This is a great episode for any advisors looking to better connect the dots about wealth with their clients.
Karen Barr, President & CEO of the Investment Adviser Association (IAA), is Chuck's guest this week and she shares all the amazing resources the IAA offers to RIAs AND advisors looking to go RIA.
Chuck does a deep dive with Jon Beatty, Schwab's Head of Advisor Services, into Schwab's 2024 "Supported Independence" report. Together they parse through the 30+ page comprehensive study that is designed to help advisor better understand the journey to independence. If you're looking to go RIA... this is a MUST listen!
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