Chuck’s recording LIVE at #FutureProof in Huntington Beach, CA. In this segment, Chuck catches up with Martine Lellis, Principal, M&A Partner Development, Mercer to discuss: 👉 How can advisors choose a firm to “tuck in” with?
Chuck’s recording LIVE at #FutureProof in Huntington Beach, CA. In this segment, Chuck catches up with Martine Lellis, Principal, M&A Partner Development, Mercer to discuss: 👉 How can advisors choose a firm to “tuck in” with?
Chuck’s recording LIVE at the #JoltConference in Nashville. In this segment, Chuck catches up with Robert Sofia, Cofounder & CEO, Snappy Kraken to discuss: 👉 What to expect from this year’s #JoltConference!
Chuck’s recording LIVE at the #JoltConference in Nashville. In this segment, Chuck catches up with Diana Cabrices, Fractional Chief Evangelist, Diana Cabrices Consulting to discuss: 👉 #JoltConference wrap up!
Chuck’s recording LIVE at the #JoltConference in Nashville. In this segment, Chuck catches up with Brendan Frazier, Chief Behavioral Officer, RFG Advisory to discuss: 👉 Max out your new post-breakaway freedom by incorporating tech enabled BeFi!
Chuck’s recording LIVE at the #JoltConference in Nashville. In this segment, Chuck catches up with Meg Carpenter, Co-Founder + CEO, Ficomm to discuss: 👉 What’s most important about a marketing campaign? How about ROI !?!?!?!
Chuck’s recording LIVE at the #JoltConference in Nashville. In this segment, Chuck catches up with Larry Sprung, Founder + Wealth Advisor, Mitlin Financial, Inc. to discuss: 👉 Can going #RIA bring you JOY? Yup!!!
Chuck’s recording LIVE at the #JoltConference in Nashville. In this segment, Chuck catches up with Brian Thorp, Founder + CEO, Wealthtender to discuss: 👉 How can you SAFELY incorporate client testimonials into your practice?
Chuck’s recording LIVE at the #JoltConference in Nashville. In this segment, Chuck catches up with Cheryl Nash, President, APL, InvestCloud to discuss: 👉 What’s new in ALTs? How about ALTs in your UMA? Sound impossible… it’s not!
Chuck’s recording LIVE at the #JoltConference in Nashville. In this segment, Chuck catches up with Liz Fritz, Founder + Chief Brand Evangelist, F2 Strategy to discuss: 👉 All about AI and how it helps us human advisors be more human!
Chuck’s recording LIVE at the #JoltConference in Nashville. In this segment, Chuck catches up with Mark Silverman, Founder, Silverman + Associates to discuss: 👉 Marketing as an RIA vs marketing as a rep in a Wirehouse…
