FPA E8: Laura Garfield, Co-Founder, Idea Decanter
Laura shares some very important tips for advisors crafting their “breakaway story” for their clients.
FPA E7: Mac Gardner, Executive Director, MNY Fraternity, Inc.
A fraternity for financial planners? Yup! Chuck & Mac talk about how Mac’s MNY Fraternity is setting out to create a community of next-gen planners.
FPA E6: David Blanchett, Head of Retirement Research, PGIM
Chuck & David talk about the “A-Word” – annuities. They unpack how annuities have evolved from “dirty word” to most useful tool in the commission-free RIA space.
FPA E5: Sonya Dreizler, Co-Founder, Choir
Chuck & Sonia talk about DEI and “The Reluctant Entrepreneur” – these are advisors that used the RIA channel to create a DEI friendly environment for themselves and other advisors.
FPA E4: Christian Nwasike, Chairman of the Board of Directors, Association of African-American Financial Advisors
Chuck & Christian talk about the great work Christian is doing at “Quad A” – the Association of African-American Financial Advisors
FPA E3: Diana Cabrices, Founder, Diana Cabrices Consulting
Chuck & Diana talk RIA marketing and compare / contrast how it is to market yourself in the RIA world vs the BD world.
FPA E2: James Lee, President, FPA National
Chuck and James talk about “Title Protection” and how that may help consumer discern “real planners” from “PINOs” (Planners In Name Only).
FPA E1: Dan Moisand, Board Chair, CFP Board
Chuck and Dan talk about how the increased focus on fiduciary care has been impacting the BD & RIA space.
