Chuck & Sonia talk about DEI and “The Reluctant Entrepreneur” – these are advisors that used the RIA channel to create a DEI friendly environment for themselves and other advisors.
Chuck & Sonia talk about DEI and “The Reluctant Entrepreneur” – these are advisors that used the RIA channel to create a DEI friendly environment for themselves and other advisors.
Chuck & Christian talk about the great work Christian is doing at “Quad A” – the Association of African-American Financial Advisors
Chuck & Diana talk RIA marketing and compare / contrast how it is to market yourself in the RIA world vs the BD world.
Chuck and James talk about “Title Protection” and how that may help consumer discern “real planners” from “PINOs” (Planners In Name Only).
Chuck and Dan talk about how the increased focus on fiduciary care has been impacting the BD & RIA space.
