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ON LOCATION
Sept 18, 2024 | FPA E1 | Guest: Margaret J. Hartigan
Chuck catches up with Margaret J. Hartigan, Founder + CEO of Marstone, Inc.. Margaret shares her thoughts on how RIAs can “bolt on” a guided DIY financial planning solution to their practice.
Oct 10, 2024
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Nov 5, 2025 | Schwab IMPACT (Denver) E7 | Guest: Ric Edelman, Founder, Digital Assets Council of Financial Professionals
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Nov 5, 2025 | Schwab IMPACT (Denver) E6 | Guest: Liz Ann Sonders, Chief Investment Strategist, Charles Schwab
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Nov 5, 2025 | Schwab IMPACT (Denver) E5 | Guest: Sam Anderson, Chief Capital Officer, Dynasty Financial Partners
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