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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
More: On Location
Apr 06, 2026
On Location
Oct 1, 2025 | The Summit - Tempe AZ E8 | Guest: Matthew Jarvis, Co-Founder, The Perfect RIA
Apr 06, 2026
On Location
Oct 1, 2025 | The Summit - Tempe AZ E7 | Guest: Shelby Nicholl, Founder + Lead Consultant, Muriel Consulting
Apr 06, 2026
On Location
Oct 1, 2025 | The Summit - Tempe AZ E6 | Guest: Scott Danner, EVP, Head of Legacy, Steward Partners
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