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 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…
Chuck’s recording LIVE at the FPA NorCal Conference in San Francisco. In this segment, Chuck catches up with Michael Kitces to discuss: 👉 The 4 main factors driving advisor productivity. SPOILER ALERT: Not one of them is TECHNOLOGY!
Chuck’s recording LIVE at the FPA NorCal Conference in San Francisco. In this segment, Chuck catches up with Colonel Nicole Malachowski, Nicole Malachowski & Associates to discuss: 👉 What a retired F-15 fighter pilot tells advisors about preparing to goRIA.
Chuck’s recording LIVE at the FPA NorCal Conference in San Francisco. In this segment, Chuck catches up with David Haughton, Senior Corporate Counsel, Wealth.com to discuss: 👉 What’s new in #EstateTech? Lots!
Chuck’s recording LIVE at the FPA NorCal Conference in San Francisco. In this segment, Chuck catches up with Jeffrey Levine, Chief Planning Officer, Focus Partners Wealth to discuss: 👉 Can going RIA reduce your tax bill?
Chuck’s recording LIVE at the FPA NorCal Conference in San Francisco. In this segment, Chuck catches up with Mira Ma, Founder & Principal, Marim Wealth Planning to discuss: 👉 Breakaway Success Story!!!
Chuck’s recording LIVE at the FPA NorCal Conference in San Francisco. In this segment, Chuck catches up with Mark Gilbert, Founder & CEO, Zocks to discuss: 👉 AI is not only taking notes for advisors… it can now even respond to your client emails….
