Podcasts

Displaying 29 results
  • Episode 29
  • Sep 10, 2024

Jamie Hopkins discusses your True Net Payout

So... you're an IBD advisor and think you're getting a 92% payout... think again! During this episode, Chuck connects with Jamie Hopkins, CEO of Bryn Mawr Capital Management. Together they unpack how advisors can better understand the economics behind their True Net Payout. If you're looking to go RIA and want to better understand the numbers... this is a must listen episode!

Jamie Hopkins discusses your True Net Payout
  • Episode 28
  • Aug 26, 2024

Using CRMs as the hub of your new RIA

SS&C's Tanya Tygesen joins Chuck to discuss best practices for how to have your CRM be the hub of your new RIA.

Using CRMs as the hub of your new RIA
  • Episode 27
  • Jul 19, 2024

Podcasting 101

Mike Langford, Founder + CEO of PodBox, shares his vast expertise related to how to create your first podcast -- from what microphone to buy to editing tips. If you’re looking to launch your first podcast… this is the episode for you!

Podcasting 101
  • Episode 26
  • Jul 10, 2024

The DOs and DON’Ts about how to transition your book of business to the RIA space

One of the most important steps for going RIA is your transition. Advisor360's Jeff Schwantz shares some very important tips that you'll want to keep in mind as you plan your course to going RIA!

The DOs and DON’Ts about how to transition your book of business to the RIA space
  • Episode 25
  • Jun 19, 2024

Caleb Silver shares his thoughts on the RIA space

Chuck catches up with Caleb Silver, Editor-in-Chief of Investopedia and host of the Investopedia Express podcast. Together they unpack how consumer demand for "fiduciary advice" is adding fuel to the RIA space.

Caleb Silver shares his thoughts on the RIA space