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ON LOCATION
Sept 18, 2024 | FPA E8 | Guest: Dan Galli, CFP®, President Elect, FPA National
Chuck catches up with the President Elect of FPA National, Dan Galli, CFP®. Together they talk about why conferences are paramount for advisors looking to go RIA
Oct 10, 2024
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Oct 13, 2025 | The CAIS Summit (Beverly Hills) E7 | Guest: Harrison Quinn, Founder & CEO, HDQ Wealth
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Oct 13, 2025 | The CAIS Summit (Beverly Hills) E6 | Guest: Lane MacDonald, CIO of SCS Financial
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Oct 13, 2025 | The CAIS Summit (Beverly Hills) E5 | Guest: Michael Nathanson, CEO, Focus Financial Partners
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