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?"
Kelli Cruz shares her expertise about how to "staff up" your new RIA and how to keep your team motivated.
Dr. Carolyn McClannahan talks about how advisors can adopt a better "Bedside Manner"…
There's a BIG difference between owning your "book" and owning your "firm". Estate planning guru, David Haughton, shares his thoughts about the advantages RIA "owners" have when it comes to their own estate planning goals.
As you're putting together your breakaway "Pro Forma"... Don't forget to include the various insurance policies you'll want for your new firm. Chad Ramberg sheds light on what you'll want to consider.
Going independent doesn't mean going alone! Cameo Roberson talks about the operational resources available to breakaway advisors.
