Chuck’s recording LIVE at Bob Veres’ Insider’s Forum conference in New Orleans. In this segment, Chuck catches up with Rosemary Hueser, SVP, Manager of Advisor Trust Services, BOK Financial to discuss: 👉 How can you “Bolt On” a trust department to your RIA?
Chuck’s recording LIVE at Bob Veres’ Insider’s Forum conference in New Orleans. In this segment, Chuck catches up with Joseph Antonakakis, Attorney, Stark & Stark to discuss: 👉 What’s top of mind at the SEC for RIA compliance?
Chuck’s recording LIVE at Bob Veres’ Insider’s Forum conference in New Orleans. In this segment, Chuck catches up with Lily Vittayarukskul, Co-Founder & CEO, Waterlily to discuss: 👉 LTC Planning + AI = Better Together!
Chuck’s recording LIVE at Bob Veres’ Insider’s Forum conference in New Orleans. In this segment, Chuck catches up with John Mackowiak, Chief Revenue Officer, Advyzon to discuss: 👉 How to pick your #BreakAway Tech Stack
Chuck’s recording LIVE at #FutureProof in Huntington Beach, CA. In this segment, Chuck catches up with Michael Kitces to discuss: 👉 Think technology will skyrocket your productivity? Think again…
Chuck’s recording LIVE at #FutureProof in Huntington Beach, CA. In this segment, Chuck catches up with Shannon Spotswood, CEO, RFG Advisory to discuss: 👉 Advisors are missing out if they are not focusing on serving women!
Chuck’s recording LIVE at #FutureProof in Huntington Beach, CA. In this segment, Chuck catches up with Matt Middleton, Founder and CEO at Future Proof to discuss: 👉 Wrapping up with the man himself! Matt shares his thoughts on this year’s Future Proof and… what’s next…
Chuck’s recording LIVE at #FutureProof in Huntington Beach, CA. In this segment, Chuck catches up with Cody Barbo, Founder and CEO at Trust & Will to discuss: 👉 Estate planning is for EVERYONE!
Chuck’s recording LIVE at #FutureProof in Huntington Beach, CA. In this segment, Chuck catches up with Sally Tickner, Publishing Director, Harriman House to discuss: 👉 Many RIAs are leveraging books for exposure – is that right for you?
Chuck’s recording LIVE at #FutureProof in Huntington Beach, CA. In this segment, Chuck catches up with Alanah Phillips, Author, Breaking Up With Your Broker-Dealer to discuss: 👉 Breaking up with your Broker-Dealer
