goRIA Podcast

Chuck sits down with Larry Sprung, CFP®, Founder and Wealth Advisor at Mitlin Financial, Inc., for a conversation full of insights, laughs, and a bit of nostalgia. As two former “cold callers,” Chuck and Larry share some entertaining “war stories” from their early days in the industry. But it’s not all reminiscing -- Larry dives into his inspiring journey, sharing how he built his business and what led him to establish Mitlin Financial. One highlight? Larry explains how a simple yet powerful tagline, “What did you do today that brought you JOY?®”, became a cornerstone of his business, helping him connect with clients and elevate his practice. Tune in for a mix of industry insights, engaging stories, and actionable takeaways - we’re confident you’ll enJOY this episode!

Chuck catches up with industry icon, Mindy Diamond, Founder + CEO of Diamond Consultants. Mindy shares some highlights from her new book, "Should I Stay, or, Should I Go: A Financial Advisor’s Guide to Thinking Through Your Biggest Decision". If you're looking to goRIA... this episode is a MUST LISTEN and the book is a MUST READ!

Chuck catches up with Brad Wright, CFP, Founder & CEO of Launch Financial Planning. When it comes to media... most advisors start as advisors, then, go on to work with the media. Brad took a different route... he started in the media, then, became an advisor. In this episode Brad shares many great ideas and tips for how advisors can leverage the media to help grow their business.

Chuck catches up with Dr. Daniel Crosby to unpack his amazing new book: "The Soul of Wealth". This is a great episode for any advisors looking to better connect the dots about wealth with their clients.

Karen Barr, President & CEO of the Investment Adviser Association (IAA), is Chuck's guest this week and she shares all the amazing resources the IAA offers to RIAs AND advisors looking to go RIA.

Chuck does a deep dive with Jon Beatty, Schwab's Head of Advisor Services, into Schwab's 2024 "Supported Independence" report. Together they parse through the 30+ page comprehensive study that is designed to help advisor better understand the journey to independence. If you're looking to go RIA... this is a MUST listen!

So... you're an IBD advisor and think you're getting a 92% payout... think again! During this episode, Chuck connects with Jamie Hopkins, CEO of Bryn Mawr Capital Management. Together they unpack how advisors can better understand the economics behind their True Net Payout. If you're looking to go RIA and want to better understand the numbers... this is a must listen episode!

SS&C's Tanya Tygesen joins Chuck to discuss best practices for how to have your CRM be the hub of your new RIA.

Mike Langford, Founder + CEO of PodBox, shares his vast expertise related to how to create your first podcast -- from what microphone to buy to editing tips. If you’re looking to launch your first podcast… this is the episode for you!

One of the most important steps for going RIA is your transition. Advisor360's Jeff Schwantz shares some very important tips that you'll want to keep in mind as you plan your course to going RIA!