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 sits down with Steven Jarvis, CPA (aka "The Least Boring CPA") to make the case that tax planning is no longer a nice-to-have for RIAs. As CEO of Retirement Tax Services, Jarvis breaks down why tax has become table stakes in wealth management, how firms can actually build out tax services without becoming a tax-prep shop, and why proactive tax planning may be the single best lever advisors have for deepening client relationships and winning new business. If taxes are the conversation your clients care about most, this is the episode on how to own it.
Chuck sits down with Jim Pavia to talk all things media. With a career spanning decades: from the New York Daily News to InvestmentNews and CNBC... Jim has seen just about everything the financial media has to offer. In this episode, he shares what he's learned, how advisors can earn meaningful media coverage, and what it really takes to build credibility. If you're a #BreakawayAdvisor looking to raise your profile and get featured in the media, this is a must-listen episode.
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.
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.
