Chuck talks with Schwab's Head of Enterprise Solutions Group, Julian Lopez, about their exciting new offering that helps advisors stand up their own RIA.
In this satirical episode of goRIA, Chuck goes toe-to-toe with the one and only PE Guy — the viral finance parody persona who’s built a cult following roasting private equity bros and bragging about his role, his wifey, and “it’s decent” deal flow.
Chuck catching up with industry icon, Ric Edelman, to talk about college, crypto, and, of course, an amazing origin story!
Chuck catches up with industry thought leader Frank LaRosa, Founder & CEO of Elite Consulting Partners. Together, they unpack who should (and who should NOT) goRIA. If you know Frank, you know he never pulls his punches… literally or figuratively. This episode is a MUST LISTEN if you're thinking of going independent.
