Podcasts

Displaying 31 results
  • Episode 21
  • Mar 18, 2024

What’s better than content marketing? How about Atomic Content!

Chuck catches up with podcast guru Matt Halloran to talk about ‘Atomic Content.’ Advisors look to the RIA space for many reasons. One of the biggest reasons is the increased flexibility the RIA space affords advisors when it comes to marketing yourself and your business.

What’s better than content marketing? How about Atomic Content!
  • Episode 20
  • Feb 28, 2024

CDAs: Could these be the Holy Grail of fee-based annuities?

Chuck talks with industry thought leader, David Blanchett [Managing Director of PGIM] about CDAs [Contingent Deferred Annuity]. Never heard of them? Either did Chuck. CDAs are the newest iteration of fee-based annuities and they seem to be custom made for RIAs. In short... CDAs allow retail mutual funds and ETFs to be wrapped in brokerage accounts, IRAs or Roth IRAs to generate lifetime income for clients even if the covered assets are depleted (subject to the claims paying ability of the insurance company). Check out this episode to learn all the details...

CDAs: Could these be the Holy Grail of fee-based annuities?
  • Episode 19
  • Feb 14, 2024

Marketing your new RIA

Chuck catches up with marketing guru, April Rudin to talk about how marketing in the RIA space compares to marketing in the BD world. SPOILER ALERT: It can be much better!

Marketing your new RIA
  • Episode 18
  • Jan 31, 2024

Talking shop (and lots more) with Michael Kitces

Chuck had the chance to catch up with Michael Kitces and Michael delivered the goods. They discussed everything from Michael's "origin story" to his thoughts on PE, RIA compliance, video games and much more. This is an absolute "must listen" episode!

Talking shop (and lots more) with Michael Kitces
  • Episode 17
  • Jan 17, 2024

Who should NOT go RIA?

Very few people love the RIA space more than Chuck Failla, but, during this podcast, Chuck will explore who should NOT go RIA. This week's special guest is Jackie Wilke from First Trust and together they will unpack who should and should not take the leap.

Who should NOT go RIA?