Sept 18, 2024 | FPA E3 | Guest: Dr. Preston D. Cherry, CFP®, Founder + CEO of Concurrent

Chuck catches up with Dr. Preston D. Cherry, AFC®, CFT-I™, CFP®, Founder + CEO of Concurrent. Together they unpack why and how advisors use AI.
  • Oct 10, 2024
More: On Location
Nov 19, 2024 | Schwab Impact E10 | Guest: Michael Kitces

Nov 19, 2024 | Schwab Impact E10 | Guest: Michael Kitces

Nov 19, 2024 | Schwab Impact E9 | Guest: Abby Salameh, Chief Growth Officer - RFG Advisory

Nov 19, 2024 | Schwab Impact E9 | Guest: Abby Salameh, Chief Growth Officer - RFG Advisory

Nov 19, 2024 | Schwab Impact E8 | Guest: Chris Reedy, Managing Director, Head of Business Development - Schwab Advisor Services

Nov 19, 2024 | Schwab Impact E8 | Guest: Chris Reedy, Managing Director, Head of Business Development - Schwab Advisor Services