Nov 3, 2025 | The FPA National Conference (Las Vegas) E6 | Guest: Derrick Kinney, Founder, Success for Advisors

Chuck’s recording LIVE at The FPA National Conference in Vegas. In this segment, Chuck catches up with Derrick Kinney, Founder, Success for Advisors to discuss: 👉 How do you REALLY engage with High-Net-Worth clients. HINT: It’s not by telling them about the school you went to.
  • Jul 10, 2026
More: On Location
Nov 3, 2025 | The FPA National Conference (Las Vegas) E7 | Guest: Crystal Alford-Cooper, CFP, President Elect, FPA

Nov 3, 2025 | The FPA National Conference (Las Vegas) E7 | Guest: Crystal Alford-Cooper, CFP, President Elect, FPA

Nov 3, 2025 | The FPA National Conference (Las Vegas) E5 | Guest: Farah Baxter, Co-founder and COO, Soalma  Partners

Nov 3, 2025 | The FPA National Conference (Las Vegas) E5 | Guest: Farah Baxter, Co-founder and COO, Soalma Partners

Nov 3, 2025 | The FPA National Conference (Las Vegas) E4 | Guest: Andrew Altfest, Founder + CEO, FP Alpha  Management

Nov 3, 2025 | The FPA National Conference (Las Vegas) E4 | Guest: Andrew Altfest, Founder + CEO, FP Alpha Management