On Location

Sept 29, 2024 | CFP E5 | Guest: Michael Kitces

Sept 29, 2024 | CFP E5 | Guest: Michael Kitces

Does having a “CFP” lead to higher compensation? Chuck unpacks that exact topic with Michael Kitces.

Sept 29, 2024 | CFP E4 | Guest: Kevin Keller, CEO, CFP Board

Sept 29, 2024 | CFP E4 | Guest: Kevin Keller, CEO, CFP Board

Kevin sits down with Chuck to discuss the CFP Board’s inaugural CFP Connections conference.

Sept 29, 2024 | CFP E3 | Guest: Sheena Gray, CEO, Association of African-American Financial Advisors (AAAA)

Sept 29, 2024 | CFP E3 | Guest: Sheena Gray, CEO, Association of African-American Financial Advisors (AAAA)

There are a lot of exciting initiatives at AAAA and Sheena took the time to share the highlights with Chuck.

Sept 29, 2024 | CFP E2 | Guest: Joel Bruckenstein, President, T3 Technology

Sept 29, 2024 | CFP E2 | Guest: Joel Bruckenstein, President, T3 Technology

Joel & Chuck talk about their shared passion for RIA Technology. In particular, Joel get into how RIAs can pick their tech stack, and, the pitfalls to avoid.

Sept 29, 2024 | CFP E1 | Guest: Liz Miller, Chair-Elect, CFP Board

Sept 29, 2024 | CFP E1 | Guest: Liz Miller, Chair-Elect, CFP Board

Liz shares with Chuck what’s new at the CFP Board – in particular with regards to engaging NextGen CFPs.

Sept 18, 2024 | FPA E8 | Guest: Dan Galli, CFP®, President Elect, FPA National

Sept 18, 2024 | FPA E8 | Guest: Dan Galli, CFP®, President Elect, FPA National

Chuck catches up with the President Elect of FPA National, Dan Galli, CFP®. Together they talk about why conferences are paramount for advisors looking to go RIA

Sept 18, 2024 | FPA E7 | Guest: Stevyn Guinnip, Founder + CEO of Grow Wellthy

Sept 18, 2024 | FPA E7 | Guest: Stevyn Guinnip, Founder + CEO of Grow Wellthy

Chuck catches up with Stevyn Guinnip, Founder + CEO of Grow Wellthy. Stevyn shared some amazing tips for protecting #financialadvisors’ most valuable asset – their health!

Sept 18, 2024 | FPA E6 | Guest: David Blanchett, Portfolio Manager & Head of Retirement Research at PGIM

Sept 18, 2024 | FPA E6 | Guest: David Blanchett, Portfolio Manager & Head of Retirement Research at PGIM

Chuck catches up with David Blanchett, Portfolio Manager & Head of Retirement Research at PGIM to discuss CDAs – Contingent Deferred Annuities. Never heard of them? Don’t feel bad… not many advisors have… but that’s likely to change. Tune in to hear all about it.

Sept 18, 2024 | FPA E5 | Guest: Matthew B. Boersen

Sept 18, 2024 | FPA E5 | Guest: Matthew B. Boersen

Chuck catches up with Matthew B. Boersen, CFP®, CFA, Founder & CEO of Straight Path Wealth Management. Matthew is also the current (and youngest ever) Chair of The Board of Directors for the CFP Board. Matthew gave us a peek into what he and the CFP Board have in the works to continue their mission to help consumers in search of competent and ethical advisors.

Sept 18, 2024 | FPA E4 | Guest: Mike Ayers, Executive Editor, Money

Sept 18, 2024 | FPA E4 | Guest: Mike Ayers, Executive Editor, Money

Chuck catches up with Mike Ayers, Executive Editor, Money. Mike shared some excellent tips on how to (and how not to) get yourself some press.