On Location

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

FPA E3: Diana Cabrices, Founder, Diana Cabrices Consulting

FPA E3: Diana Cabrices, Founder, Diana Cabrices Consulting

Chuck & Diana talk RIA marketing and compare / contrast how it is to market yourself in the RIA world vs the BD world.

FPA E2: James Lee, President, FPA National

FPA E2: James Lee, President, FPA National

Chuck and James talk about “Title Protection” and how that may help consumer discern “real planners” from “PINOs” (Planners In Name Only).

FPA E1: Dan Moisand, Board Chair, CFP Board

FPA E1: Dan Moisand, Board Chair, CFP Board

Chuck and Dan talk about how the increased focus on fiduciary care has been impacting the BD & RIA space.