Podcasts

Displaying 39 results
  • 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? 🎵🎵🎵
  • Episode 33
  • Nov 27, 2024

Is it easier to work with the media when you're in the RIA space? Well, in a word...yes!

Chuck catches up with Brad Wright, CFP, Founder & CEO of Launch Financial Planning. When it comes to media... most advisors start as advisors, then, go on to work with the media. Brad took a different route... he started in the media, then, became an advisor. In this episode Brad shares many great ideas and tips for how advisors can leverage the media to help grow their business.

Is it easier to work with the media when you're in the RIA space? Well, in a word...yes!
  • Episode 32
  • Nov 05, 2024

Unpacking Dr. Daniel Crosby's new book: "The Soul of Wealth"

Chuck catches up with Dr. Daniel Crosby to unpack his amazing new book: "The Soul of Wealth". This is a great episode for any advisors looking to better connect the dots about wealth with their clients.

Unpacking Dr. Daniel Crosby's new book: "The Soul of Wealth"
  • Episode 31
  • Oct 08, 2024

Going RIA doesn't mean going at it alone!

Karen Barr, President & CEO of the Investment Adviser Association (IAA), is Chuck's guest this week and she shares all the amazing resources the IAA offers to RIAs AND advisors looking to go RIA.

Going RIA doesn't mean going at it alone!
  • Episode 30
  • Sep 24, 2024

The Schwab 2024 Supported Independence Report

Chuck does a deep dive with Jon Beatty, Schwab's Head of Advisor Services, into Schwab's 2024 "Supported Independence" report. Together they parse through the 30+ page comprehensive study that is designed to help advisor better understand the journey to independence. If you're looking to go RIA... this is a MUST listen!

The Schwab 2024 Supported Independence Report