How you can "Bolt On" a trust solution to your RIA

Episode 23

Recent episodes
  • Episode 39
  • Mar 17, 2025

True Net Payout (and more) with Matthew Jarvis

Chuck talks with Matthew Jarvis, Co-Founder of The Perfect RIA about, well, lots of things: his “origin story”, advisor payout myths, conferences and more…

True Net Payout (and more) with Matthew Jarvis
  • Episode 38
  • Feb 26, 2025

Origin Story: Marty Bicknell, Founder & CEO of Mariner

Chuck talks with industry icon, Marty Bicknell, about how he went from being a receptionist at AG Edwards to building and running one of the country's largest and most successful RIAs.

Origin Story: Marty Bicknell, Founder & CEO of Mariner
  • Episode 37
  • Feb 11, 2025

TradePMR + Robinhood = ???

Chuck checks in with Robb Baldwin, Founder of TradePMR about the recent announcement about his merging TradePMR with Robinhood.

TradePMR + Robinhood = ???
  • 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