There are lots of reasons to go RIA. One of the biggest is the ability for you to tailor a tech stack that is precisely what you want. The good news = there are LOTS of options. The bad news = there are LOTS of options. This week Chuck talks with Diana Cabrices to unpack what you want to keep in mind as you build your tech stack.
This week, Chuck talks with Aaron Klein, founder of Nitrogen (formerly Riskalyze) about how he sees advisors taking a “risk first” approach to building their business. In addition to that, there are a number of great tidbits about Riskalyze’s recent rebranding to Nitrogen, goRIA’s “origin story” (that includes Aaron’s co-founder, Mike McDaniel), and much more.
There are many reasons why people choose to become advisors – filling out forms is NOT one of those reasons. During this episode, Chuck talks with Rich Walker, Founder & CEO of Quik Forms, about how advisors are leveraging technology to make processing forms more efficient and less time consuming.
This week Chuck talks with James Combs, CEO of National Advisors Trust. Together they unpack the many options RIAs have to build and deploy a private labeled trust solution for their clients. In addition to this being an excellent solution for current clients… this is also a great way to connect with “Next Gen” clients to better ensure the KOCs (Kids of Clients) know who you are. This way, when the great “wealth transfer” happens, you will increase your chance of retaining AUM for multiple generations. Listen to the entire episode now.
Chuck talks with the Steve Chen, Founder & CEO of NewRetirement, about their “DIY” Planning solution. They drill down into the specifics of how RIAs are using this tool as a way to prospect and gain new clients – especially in the 401K space.
