The DOs and DON’Ts about how to transition your book of business to the RIA space

Episode 26

Recent episodes
  • 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
  • Episode 35
  • Jan 07, 2025

Spreading JOY with Larry Sprung!

Chuck sits down with Larry Sprung, CFP®, Founder and Wealth Advisor at Mitlin Financial, Inc., for a conversation full of insights, laughs, and a bit of nostalgia. As two former “cold callers,” Chuck and Larry share some entertaining “war stories” from their early days in the industry. But it’s not all reminiscing -- Larry dives into his inspiring journey, sharing how he built his business and what led him to establish Mitlin Financial. One highlight? Larry explains how a simple yet powerful tagline, “What did you do today that brought you JOY?®”, became a cornerstone of his business, helping him connect with clients and elevate his practice. Tune in for a mix of industry insights, engaging stories, and actionable takeaways - we’re confident you’ll enJOY this episode!

Spreading JOY with Larry Sprung!
  • Episode 34
  • Dec 16, 2024

Should I stay... or... should I go? 🎵🎵🎵

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!

Should I stay... or... should I go? 🎵🎵🎵