Kevin sits down with Chuck to discuss the CFP Board’s inaugural CFP Connections conference.
Kevin sits down with Chuck to discuss the CFP Board’s inaugural CFP Connections conference.
There are a lot of exciting initiatives at AAAA and Sheena took the time to share the highlights with Chuck.
Joel & Chuck talk about their shared passion for RIA Technology. In particular, Joel get into how RIAs can pick their tech stack, and, the pitfalls to avoid.
Liz shares with Chuck what’s new at the CFP Board – in particular with regards to engaging NextGen CFPs.
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
Chuck catches up with Stevyn Guinnip, Founder + CEO of Grow Wellthy. Stevyn shared some amazing tips for protecting #financialadvisors’ most valuable asset – their health!
Chuck catches up with David Blanchett, Portfolio Manager & Head of Retirement Research at PGIM to discuss CDAs – Contingent Deferred Annuities. Never heard of them? Don’t feel bad… not many advisors have… but that’s likely to change. Tune in to hear all about it.
Chuck catches up with Matthew B. Boersen, CFP®, CFA, Founder & CEO of Straight Path Wealth Management. Matthew is also the current (and youngest ever) Chair of The Board of Directors for the CFP Board. Matthew gave us a peek into what he and the CFP Board have in the works to continue their mission to help consumers in search of competent and ethical advisors.
Chuck catches up with Mike Ayers, Executive Editor, Money. Mike shared some excellent tips on how to (and how not to) get yourself some press.
Chuck catches up with Dr. Preston D. Cherry, AFC®, CFT-I™, CFP®, Founder + CEO of Concurrent. Together they unpack why and how advisors use AI.
