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ON LOCATION
Sept 29, 2024 | CFP E2 | Guest: Joel Bruckenstein, President, T3 Technology
Joel & Chuck talk about their shared passion for RIA Technology. In particular, Joel get into how RIAs can pick their tech stack, and, the pitfalls to avoid.
Nov 13, 2024
More: On Location
Mar 25, 2025
On Location
Nov 19, 2024 | Schwab Impact E10 | Guest: Michael Kitces
Mar 25, 2025
On Location
Nov 19, 2024 | Schwab Impact E9 | Guest: Abby Salameh, Chief Growth Officer - RFG Advisory
Mar 25, 2025
On Location
Nov 19, 2024 | Schwab Impact E8 | Guest: Chris Reedy, Managing Director, Head of Business Development - Schwab Advisor Services
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