Podcasts

Displaying 32 results
  • Episode 22
  • Mar 27, 2024

Creating the perfect narrative for your Breakaway announcement!

Chuck talks with PR and Marketing pro, Marie Swift (Founder & CEO of Impact Communications) about all things related to crafting your Breakaway narrative. Marie has extensive experience helping breakaway advisors and she shared a ton of actionable information about PR, marketing and much, much more!

Creating the perfect narrative for your Breakaway announcement!
  • 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