What, exactly, is a Data Warehouse and why should I care?

Episode 41

Recent episodes
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  • Jul 01, 2025

"Shut The F Up and Listen!"

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!

"Shut The F Up and Listen!"
  • Episode 43
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How to sell and how NOT to sell your RIA

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...

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  • Episode 42
  • Jun 17, 2025

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Chuck catches up with content marketing guru, Nick Meyer, to discuss how advisors can leverage content marketing to fuel growth.

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  • Episode 40
  • Apr 22, 2025

What are the biggest hurdles preventing advisors from going RIA? How to get over them?

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).

What are the biggest hurdles preventing advisors from going RIA? How to get over them?