Podcasts

Displaying 39 results
  • Episode 39
  • Mar 17, 2025

True Net Payout (and more) with Matthew Jarvis

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…

True Net Payout (and more) with Matthew Jarvis
  • Episode 38
  • Feb 26, 2025

Origin Story: Marty Bicknell, Founder & CEO of Mariner

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.

Origin Story: Marty Bicknell, Founder & CEO of Mariner
  • 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!