goRIA Podcast

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!

Chuck catches up with Caleb Silver, Editor-in-Chief of Investopedia and host of the Investopedia Express podcast. Together they unpack how consumer demand for "fiduciary advice" is adding fuel to the RIA space.

Chuck talks with internet marketing guru, Samantha Russell (Chief Evangelist at FMG Suite) about what to do, and, perhaps more importantly, what NOT to do as you create your new RIA website.

Chuck talks with industry thought leader, Jamie Hopkins, about how RIAs can "bolt on" a trust solution. We have all heard of the "Great wealth transfer" and this trust solution can help RIAs best position themselves to retain client assets as they pass to G2.

Chuck talks with PR and Marketing pro, Marie Swift (Founder & CEO of Impact Communications) about all things related to crafting your Breakaway narrative. Marie has extensive experience helping breakaway advisors and she shared a ton of actionable information about PR, marketing and much, much more!