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!
Chuck talks with Shelby Nicholl, Founder of Muriel Consulting, about what challenges she sees advisors facing when going independent (and how she helps them overcome those challenges).
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…
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.
