Chuck’s recording LIVE at The CAIS Summit in Beverly Hills. In this segment, Chuck catches up with Brad Walker, President, CAIS to discuss: 👉 CAIS Summit Wrap Up
Chuck’s recording LIVE at The CAIS Summit in Beverly Hills. In this segment, Chuck catches up with Brad Walker, President, CAIS to discuss: 👉 CAIS Summit Wrap Up
Chuck’s recording LIVE at The CFP Connections Conference in Chicago. In this segment, Chuck catches up with Kevin Keller, CAE, CEO, CFP Board to discuss: 👉 Conference Wrap Up
Chuck’s recording LIVE at The CFP Connections Conference in Chicago. In this segment, Chuck catches up with Lisa Davis, Chief Program Officer, CFP Board to discuss: 👉 Diving into the CFP Board’s new survey about women & wealth!
Chuck’s recording LIVE at The CFP Connections Conference in Chicago. In this segment, Chuck catches up with April Rudin, CEO, The Rudin Group to discuss: 👉 Industry thought leader, April Rudin, just wrote THE book on Wealth Management!
Chuck’s recording LIVE at The CFP Connections Conference in Chicago. In this segment, Chuck catches up with Dr. Preston Cherry, Founder & President, Concurrent Wealth Management to discuss: 👉 How to use a book to communicate your message and value prop.
Chuck’s recording LIVE at The CFP Connections Conference in Chicago. In this segment, Chuck catches up with Blake Pinyan, Senior Financial Planner, Anchor Bay Capital to discuss: 👉 From college grad to partner at an RIA firm in < 5 years!
Chuck’s recording LIVE at The CFP Connections Conference in Chicago. In this segment, Chuck catches up with Erin Koeppel, JD, Managing Director, Government Relations and Public Policy Counsel, CFP Board to discuss: 👉 CFP Board policy priorities for 2026
Chuck’s recording LIVE at The CFP Connections Conference in Chicago. In this segment, Chuck catches up with Liz Miller, 2025 Chair of the CFP Board to discuss: 👉 What is the CFP Board doing to help elevate women in the planning profession?
Chuck’s recording LIVE at The Summit 2025 conference in Tempe, AZ. In this segment, Chuck catches up with Matthew Jarvis, Co-Founder, The Perfect RIA to discuss: 👉 What’s YOUR True Net Payout? SPOILER ALERT: It’s NOT 92%!!!
Chuck’s recording LIVE at The Summit 2025 conference in Tempe, AZ. In this segment, Chuck catches up with Shelby Nicholl, Founder + Lead Consultant, Muriel Consulting to discuss: 👉 What does OpenArc leaving Merril mean for the RIA space?
