Chuck catches up with Dr. Daniel Crosby to unpack his amazing new book: "The Soul of Wealth". This is a great episode for any advisors looking to better connect the dots about wealth with their clients.
Karen Barr, President & CEO of the Investment Adviser Association (IAA), is Chuck's guest this week and she shares all the amazing resources the IAA offers to RIAs AND advisors looking to go RIA.
Chuck does a deep dive with Jon Beatty, Schwab's Head of Advisor Services, into Schwab's 2024 "Supported Independence" report. Together they parse through the 30+ page comprehensive study that is designed to help advisor better understand the journey to independence. If you're looking to go RIA... this is a MUST listen!
SS&C's Tanya Tygesen joins Chuck to discuss best practices for how to have your CRM be the hub of your new RIA.
