Chuck’s recording LIVE at Orion’s Ascent conference in San Diego. In this segment, Chuck catches up with Manish Khatta, CEO, Potomac to discuss: 👉 Should everyone goRIA?
Chuck’s recording LIVE at Orion’s Ascent conference in San Diego. In this segment, Chuck catches up with Manish Khatta, CEO, Potomac to discuss: 👉 Should everyone goRIA?
Chuck’s recording LIVE at Orion’s Ascent conference in San Diego. In this segment, Chuck catches up with Reed Colley, President, Orion Advisor Tech to discuss: 👉 AI will not replace advisors, but, advisors who leverage AI will replace advisors that don’t
Chuck’s recording LIVE at Orion’s Ascent conference in San Diego. In this segment, Chuck catches up with Craig Iskowitz, CEO, Ezra Group to discuss: 👉 Advisors should talk to AU like it’s a baby
Chuck’s recording LIVE at Orion’s Ascent conference in San Diego. In this segment, Chuck catches up with Dr. Naomi Win, Behavioral Science Lead, Orion to discuss: 👉 AI may change a lot, but, it will NOT change human nature
Chuck’s recording LIVE at Orion’s Ascent conference in San Diego. In this segment, Chuck catches up with Dave Donnelly, SpiderRock (now part of Blackrock) to discuss: 👉 How #RIAs can use option overlay strategies to manage risk AND differentiate themselves.
Chuck’s recording LIVE at Orion’s Ascent conference in San Diego. In this segment, Chuck catches up with Libby Greiwe, Founder, The Efficient Advisor Podcast to discuss: 👉 Going RIA? Want your clients to have a “Ritz Carlton” experience? Then throw them a “Paperwork Party”!!!
Chuck’s recording LIVE at Orion’s Ascent conference in San Diego. In this segment, Chuck catches up with Ron Pruitt, President, Orion Wealth Management to discuss: 👉 Big news LIVE from Orion – Unified Managed Households are here!!!
Chuck’s recording LIVE at Orion’s Ascent conference in San Diego. In this segment, Chuck catches up with Valli Nachiappan, CTO, Orion to discuss: 👉 Removing friction from RIA Tech!
Chuck’s recording LIVE at The Schwab IMPACT conference in Denver. In this segment, Chuck catches up with Ric Edelman, Founder, Digital Assets Council of Financial Professionals to discuss: 👉 How can advisors better serve their clients by (finally) understanding crypto.
Chuck’s recording LIVE at The Schwab IMPACT conference in Denver. In this segment, Chuck catches up with Liz Ann Sonders, Chief Investment Strategist, Charles Schwab to discuss: 👉 Do you think going RIA means going alone? Think again. #RIAs at #Schwab have access to an amazingly deep bench – including industry thought leader Liz Ann Sonders.
