Episode 40: What are the biggest hurdles preventing advisors from going RIA? How to get over them?
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).
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27:49
Episode 39: True Net Payout (and more) with Matthew Jarvis
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…
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23:10
Episode 38: Origin Story: Marty Bicknell, Founder & CEO of Mariner
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.
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23:49
Episode 37: TradePMR + Robinhood = ???
Chuck checks in with Robb Baldwin, Founder of TradePMR about the recent announcement about his merging TradePMR with Robinhood.
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20:42
Episode 36: Ed Slott talks about RIAs and IRAs
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.
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