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Displaying 36 results
  • Episode 36
  • Jan 21, 2025

Ed Slott talks about RIAs and IRAs

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.

Ed Slott talks about RIAs and IRAs
  • Episode 35
  • Jan 07, 2025

Spreading JOY with Larry Sprung!

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!

Spreading JOY with Larry Sprung!
  • Episode 34
  • Dec 16, 2024

Should I stay... or... should I go? 🎵🎵🎵

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!

Should I stay... or... should I go? 🎵🎵🎵
  • Episode 33
  • Nov 27, 2024

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

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.

Is it easier to work with the media when you're in the RIA space? Well, in a word...yes!
  • Episode 32
  • Nov 05, 2024

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

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.

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