June 10, 2025 | Jolt! Nashville E4 | Guest: Brian Thorp, Founder + CEO, Wealthtender

Chuck’s recording LIVE at the #JoltConference in Nashville. In this segment, Chuck catches up with Brian Thorp, Founder + CEO, Wealthtender to discuss: 👉 How can you SAFELY incorporate client testimonials into your practice?
  • Nov 10, 2025
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Oct 1, 2025 | The Summit - Tempe AZ E6 | Guest: Scott Danner, EVP, Head of Legacy, Steward Partners

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