Chuck catches up with marketing guru, April Rudin to talk about how marketing in the RIA space compares to marketing in the BD world. SPOILER ALERT: It can be much better!
Chuck had the chance to catch up with Michael Kitces and Michael delivered the goods. They discussed everything from Michael's "origin story" to his thoughts on PE, RIA compliance, video games and much more. This is an absolute "must listen" episode!
Very few people love the RIA space more than Chuck Failla, but, during this podcast, Chuck will explore who should NOT go RIA. This week's special guest is Jackie Wilke from First Trust and together they will unpack who should and should not take the leap.
There are lots of reasons to go RIA. One of the biggest is the ability for you to tailor a tech stack that is precisely what you want. The good news = there are LOTS of options. The bad news = there are LOTS of options. This week Chuck talks with Diana Cabrices to unpack what you want to keep in mind as you build your tech stack.
This week, Chuck talks with Aaron Klein, founder of Nitrogen (formerly Riskalyze) about how he sees advisors taking a “risk first” approach to building their business. In addition to that, there are a number of great tidbits about Riskalyze’s recent rebranding to Nitrogen, goRIA’s “origin story” (that includes Aaron’s co-founder, Mike McDaniel), and much more.
