Chuck sits down with Kelly Waltrich, Founder & CEO of Intention.ly, to unpack the marketing freedom that comes with going RIA — and why breaking away means finally building a brand that's actually yours.
When exploring your options for going RIA you have 2 paths... build your own, or, tuck into an existing platform. Both have their pros and cons. In this episode, Chuck catches up with Concurrent's CEO, Nate Lenz, to break it down...
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.
