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.

Episode 38: Origin Story: Marty Bicknell, Founder & CEO of Mariner

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…

Episode 39: True Net Payout (and more) with Matthew Jarvis

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).

Episode 40: What are the biggest hurdles preventing advisors from going RIA? How to get over them?

Chuck catches up with Orion's Adam Palmer to talk Data Warehouses, Data Lakes and even Data Lake Warehouses. And... Adam shares an exciting new announcement -- Orion is now partnering with Snowflake? Why should you care? Why is Chuck so... so... so... excited about the news? Tune in to find out!

Episode 41: What, exactly, is a Data Warehouse and why should I care?

Chuck catches up with content marketing guru, Nick Meyer, to discuss how advisors can leverage content marketing to fuel growth.

Episode 42: Increasing your content marketing mojo!

Chuck is looking to sell a portion of his firm, Sovereign Financial Group, to his #NextGen staff and advisors. So, of course, he turned to industry M&A guru, Corey Kupfer, for some advice...

Episode 43: How to sell and how NOT to sell your RIA

Chuck chats with communication guru and author Matt Halloran about his new book, "𝙎𝙝𝙪𝙩 𝙏𝙝𝙚 𝙁 𝙐𝙥 𝙖𝙣𝙙 𝙇𝙞𝙨𝙩𝙚𝙣!". Matt shares some surprising facts about how poor communication can cost advisors their clients—and offers easy, practical advice on becoming a better listener. Tune in to find out how improving your communication skills can make your clients feel truly valued and keep them coming back!

Episode 44: "Shut The F Up and Listen!"

Chuck catches up with Shawnette Gauer, Schwab Advisor Services' Managing Director of Enterprise Solutions, to talk about their new program designed specifically to help sub $300M advisors #goRIA. 

Episode 45: Another (very cool) way to goRIA!

Chuck talks with industry icon, Joe Duran, about succession planning and what advisors need to think about as they plan for "what's next"...

Episode 46: Joe Duran: What does your "Swan Song" look like as an RIA advisor vs a BD advisor?

Chuck talks with industry legend, Bob Veres, about his new book: A Behind-the-Scenes History of the Financial Planning Profession. Tune in to hear some amazing anecdotes that Bob has collected over his 45 year long history in our industry. 

Episode 40: What are the biggest hurdles preventing advisors from going RIA? How to get over them?

goRIA Podcast