Chuck catches up with Shawnette Gauer, Schwab Advisor Services' Managing Director of Enterprise Solutions, to talk about their new program designed specifically to help sub $300M advisors #goRIA.
Chuck chats with communication guru and author Matt Halloran about his new book, "𝙎𝙝𝙪𝙩 𝙏𝙝𝙚 𝙁 𝙐𝙥 𝙖𝙣𝙙 𝙇𝙞𝙨𝙩𝙚𝙣!". Matt shares some surprising facts about how poor communication can cost advisors their clients - and offers easy, practical advice on becoming a better listener. Tune in to find out how improving your communication skills can make your clients feel truly valued and keep them coming back!
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...
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!
