June 10, 2025 | Jolt! Nashville E2 | Guest: Liz Fritz, Founder + Chief Brand Evangelist, F2 Strategy

Chuck’s recording LIVE at the #JoltConference in Nashville. In this segment, Chuck catches up with Liz Fritz, Founder + Chief Brand Evangelist, F2 Strategy to discuss: 👉 All about AI and how it helps us human advisors be more human!
  • Nov 10, 2025
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Oct 13, 2025 | The CAIS Summit (Beverly Hills) E5 | Guest: Michael Nathanson, CEO, Focus Financial Partners

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