Shows / RIA Collective
RIA Collective
Are you a financial advisor stuck with a firm that no longer serves your needs, fits your ideals, or gives you the flexibility to serve your clients as a true fiduciary? That is a tricky place to be, but rest assured, you’re not alone. RIA Collective Podcast is created with you in mind. We interview leaders at Registered Investment Advisory firms to learn from their wisdom and experience. It is our goal to take the fear and mystery out of going independent.Most of the industry leaders we talk…
Episodes
- RIA Collective
Who Comes With You with Stacey Hyde
In this episode, Charlie speaks with Stacey Hyde, Founder of Envision Financial Planning. She has moved through several areas of financial services from…
- RIA Collective
Lead with Your Values with Johann Klaassen
This week Charlie talks with Johann Klaassen, the CIO at Horizons SFS. Johann has had a unique journey to the role of RIA. He was originally in higher…
- RIA Collective
Being in the Client's Corner with Justin Long
In this episode, Charlie speaks with Justin Long CFP®, Founder of Diazo Wealth Group. Justin is much more than an advisor. In his own words, he is a bespoke…
- RIA Collective
Following the Client's Lead with John Gehri
Today Charlie sits down with John Gehri, VP at Harvest Financial Advisors. They talk about John's journey through different areas of the financial industry…
- RIA Collective
Building Trust as a Fiduciary with Marc Aarons
This week on RIA Collective, Charlie talks with Marc Aarons, the founder of Money Managers Inc. They discuss Marc's history in the automotive sales field, the…
- RIA Collective
Generosity As a Business Model with Bob DePasquale
Today Charlie sits down with Bob DePasquale, founder of Initiate Impact, a firm that provides purpose-driven families with modern financial management in a…
- RIA Collective
Creating a People-Focused Practice with McKenzie Frankel
This week Charlie sits down with McKenzie Frankel, a principal at Entrust Financial. McKenzie was called to be an investment advisor since she was in grade…
RIA CollectiveThe Many Career Paths in Financial Services with Jeff Barnes
Jeff's career has had a number of unexpected twists and turns. He has worked in an independent space and as a captive advisor. He has built a book of business…
RIA CollectiveTime is Precious Be Intentional About How You Spend it with Rachael Burns
In this episode of RIA Collective, Rachael Burns shares the life-changing events that led her to leave a successful team at Ameriprise to start her RIA, True…
- RIA Collective
Lessons from a Breakaway Attorney with Corey Kupfer
In this important episode of RIA Collective, Charlie interviews leading breakaway attorney Corey Kupfer. Corey offers his tips and insight to help you break…
- RIA Collective
Your Success is Dependent on the Team You Build with Brian Carney
My interview with Brian Carney, Co-founder of RiversEdge Advisors, LLC was eye-opening for so many reasons. Brian has a great podcast called Happy Half Hour…
- RIA Collective
Can You Be a Captive Advisor and a Fiduciary with Sean Polly
Sean Polley has seen so much throughout his 20+ year career in financial services. Today's episode of RIA Collective focuses on the main drivers for Sean to…
- RIA Collective
Learn from the Experience of Others with Dennis Snoozy
In this episode of RIA Collective, Charlie is joined by Dennis Snoozy, Founder and President of SNP Financial Advisors. Throughout his almost 30-year career in…
- RIA Collective
Experience the Freedom of Independence with Jeff Concepcion
Jeff Concepcion, CEO of Stratos Wealth Partners, and Charlie Van Derven talk about the freedom of independence. The choices you have, from world-class…
- RIA Collective
This is Exactly Where I am Supposed to Be with Brian George
Brian George formed Planning Network Partners, LLC in 2022 because he believed that his methodology of developing a tight network of seasoned professionals in…
- RIA Collective
Your Success is in the Planning with Kelly Olczak
Kelly Olczak, CFP®, Co-Founder, Lynn Leigh and Company, a Registered Investment Advisory Firm Description: Industry veteran Kelly Olczak, CFP®, Co-Founder of…
RIA CollectiveWelcome to RIA Collective
Are you a financial advisor stuck with a firm that no longer serves your needs, fits your ideals, or gives you the flexibility to serve your clients as a true…