Building your RIA Tech Stack

Episode 7

Recent episodes
  • Episode 43
  • Jun 24, 2025

How to sell and how NOT to sell your RIA

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...

How to sell and how NOT to sell your RIA
  • Episode 42
  • Jun 17, 2025

Increasing your content marketing mojo!

Chuck catches up with content marketing guru, Nick Meyer, to discuss how advisors can leverage content marketing to fuel growth.

Increasing your content marketing mojo!
  • Episode 41
  • May 20, 2025

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

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!

What, exactly, is a Data Warehouse and why should I care?
  • Episode 40
  • Apr 22, 2025

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

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).

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