Chuck talks with Shelby Nicholl, Founder of Muriel Consulting, about what challenges she sees advisors facing when going independent (and how she helps them overcome those challenges).
Chuck talks with Matthew Jarvis, Co-Founder of The Perfect RIA about, well, lots of things: his “origin story”, advisor payout myths, conferences and more…
Chuck talks with industry icon, Marty Bicknell, about how he went from being a receptionist at AG Edwards to building and running one of the country's largest and most successful RIAs.
Chuck checks in with Robb Baldwin, Founder of TradePMR about the recent announcement about his merging TradePMR with Robinhood.
Ed Slott is a leading authority on IRAs, but, this week Ed mixes things up a bit to talk about RIAs. Check out this episode to see what Ed had to say about the future of RIAs and fiduciary advice. SPOILER ALERT: Clients want to pay a premium for premium advice.
