On Location

FPA E5 | Guest: Kelli Cruz – Cruz Consulting

FPA E5 | Guest: Kelli Cruz – Cruz Consulting

Kelli Cruz shares her expertise about how to "staff up" your new RIA and how to keep your team motivated.

FPA E4 | Guest: Dr. Carolyn McClannahan – Life Planning Partners

FPA E4 | Guest: Dr. Carolyn McClannahan – Life Planning Partners

Dr. Carolyn McClannahan talks about how advisors can adopt a better "Bedside Manner"…

FPA E3 | Guest: David Haughton - Commonwealth

FPA E3 | Guest: David Haughton - Commonwealth

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.

FPA E2 | Guest: Chad Ramberg – Box Professional Insurance

FPA E2 | Guest: Chad Ramberg – Box Professional Insurance

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.

FPA E1 | Guest: Cameo Roberson – Atlas Park Consulting

FPA E1 | Guest: Cameo Roberson – Atlas Park Consulting

Going independent doesn't mean going alone! Cameo Roberson talks about the operational resources available to breakaway advisors.

FPA E8: Laura Garfield, Co-Founder, Idea Decanter

FPA E8: Laura Garfield, Co-Founder, Idea Decanter

Laura shares some very important tips for advisors crafting their “breakaway story” for their clients.

FPA E7: Mac Gardner, Executive Director, MNY Fraternity, Inc.

FPA E7: Mac Gardner, Executive Director, MNY Fraternity, Inc.

A fraternity for financial planners? Yup! Chuck & Mac talk about how Mac’s MNY Fraternity is setting out to create a community of next-gen planners.

FPA E6: David Blanchett, Head of Retirement Research, PGIM

FPA E6: David Blanchett, Head of Retirement Research, PGIM

Chuck & David talk about the “A-Word” – annuities. They unpack how annuities have evolved from “dirty word” to most useful tool in the commission-free RIA space.

FPA E5: Sonya Dreizler, Co-Founder, Choir

FPA E5: Sonya Dreizler, Co-Founder, Choir

Chuck & Sonia talk about DEI and “The Reluctant Entrepreneur” – these are advisors that used the RIA channel to create a DEI friendly environment for themselves and other advisors.

FPA E4: Christian Nwasike, Chairman of the Board of Directors, Association of African-American Financial Advisors

FPA E4: Christian Nwasike, Chairman of the Board of Directors, Association of African-American Financial Advisors

Chuck & Christian talk about the great work Christian is doing at “Quad A” – the Association of African-American Financial Advisors