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.
Chuck catches up with industry icon, Mindy Diamond, Founder + CEO of Diamond Consultants. Mindy shares some highlights from her new book, "Should I Stay, or, Should I Go: A Financial Advisor’s Guide to Thinking Through Your Biggest Decision". If you're looking to goRIA... this episode is a MUST LISTEN and the book is a MUST READ!
Chuck catches up with Brad Wright, CFP, Founder & CEO of Launch Financial Planning. When it comes to media... most advisors start as advisors, then, go on to work with the media. Brad took a different route... he started in the media, then, became an advisor. In this episode Brad shares many great ideas and tips for how advisors can leverage the media to help grow their business.
Chuck catches up with Dr. Daniel Crosby to unpack his amazing new book: "The Soul of Wealth". This is a great episode for any advisors looking to better connect the dots about wealth with their clients.
