Episode 48: Origin Story: Thomas Peterffy, Founder & CEO of Interactive Brokers

Episode 47: Bob Veres' new book: A Behind-the-Scenes History of the Financial Planning Profession

Episode 46: Joe Duran: What does your "Swan Song" look like as an RIA advisor vs a BD advisor?

Episode 45: Another (very cool) way to goRIA!

Episode 44: "Shut The F Up and Listen!"

Episode 43: How to sell and how NOT to sell your RIA

Episode 42: Increasing your content marketing mojo!

Episode 41: What, exactly, is a Data Warehouse and why should I care?

Episode 40: What are the biggest hurdles preventing advisors from going RIA? How to get over them?

Episode 39: True Net Payout (and more) with Matthew Jarvis

Episode 38: Origin Story: Marty Bicknell, Founder & CEO of Mariner

Episode 37: TradePMR + Robinhood = ???

Episode 36: Ed Slott talks about RIAs and IRAs

Episode 35: Spreading JOY with Larry Sprung!

Episode 34: Should I stay... or... should I go? 🎵🎵🎵

Episode 33: Is it easier to work with the media when you're in the RIA space? Well, in a word...yes!

Episode 32: Unpacking Dr. Daniel Crosby's new book: "The Soul of Wealth"

Episode 31: Going RIA doesn't mean going at it alone!

Episode 30: The Schwab 2024 Supported Independence Report

Episode 29: Jamie Hopkins discusses your True Net Payout