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
Chuck catches up with Stevyn Guinnip, Founder + CEO of Grow Wellthy. Stevyn shared some amazing tips for protecting #financialadvisors’ most valuable asset – their health!
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.
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.
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.
Chuck catches up with Dr. Preston D. Cherry, AFC®, CFT-I™, CFP®, Founder + CEO of Concurrent. Together they unpack why and how advisors use AI.
Chuck catches up with Randy Kimmel, “Trust Guru” with BOK Financial. Together they talk about how RIAs can “bolt on” a trust department to help develop and maintain relationships with their KOCs (Kids of Clients). If you want to “win” the Great Wealth Transfer… you will want to tune in…
Chuck catches up with Margaret J. Hartigan, Founder + CEO of Marstone, Inc.. Margaret shares her thoughts on how RIAs can “bolt on” a guided DIY financial planning solution to their practice.
Saundra Davis shares her expertise about how to "listen so your clients will talk" – great stuff!
It's always a treat to catch up with Michael Kitces! Chuck had the chance to chat with Michael right before he took the main stage to answer the question: "Is My Advisory Firm Normal?"
