Podcasts

Displaying 38 results
  • Episode 3
  • Apr 26, 2023

Tuck in and go RIA

This week Jeff and Chuck are joined by Brad Genser, co-founder and CTO of Farther Finance. Continuing down the path of their three part series, Jeff and Chuck talk with Brad about Farther's "tuck-in" strategy of going RIA.

Tuck in and go RIA
  • Episode 2
  • Apr 11, 2023

Blazing a trail to independence

The goRIA podcast with Jeff and Chuck kicks off with Phil Trueblood, managing partner at Trueblood Wealth, talking about the winding road toward becoming an independent registered investment advisor.

Blazing a trail to independence
  • Episode 1
  • Mar 24, 2023

Introducing goRIA with Jeff & Chuck

goRIA with Jeff & Chuck covers everything you need to know about becoming an independent registered investment advisor. From choosing a custodian and building a tech stack to deciding whether to tuck in to an existing RIA or build your own practice and everything in between. This podcast, co-hosted by an experienced journalist and a veteran advisor who made the transition to independence, is designed as a blueprint for going RIA.

Introducing goRIA with Jeff & Chuck