On Location

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.