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In this episode of RIA Collective, Mark Elzweig joins us to discuss the mechanics of making a successful transition to an independent advisor. He emphasizes the importance of due diligence and thoroughness in the process, as ...
In this episode of RIA Collective, host Charlie Van Derven is joined by financial advisor Jude McDonough to discuss the journey of transitioning from the banking world to the financial advising industry. Jude emphasizes the i...
This week Charlie talks with Cary Carbonaro, Director of Women and Wealth at Advisors Capital Management. Cary has more than two decades of advising experience and has had a winding path within the world of finance. Cary spen...
This week Charlie sits down with Juan Munoz CFP®, AIF®, Founder of Life Strategy Financial. Juan is a CFP focused on supporting his clients over anything else. Juan has worked in several different areas of the financial indus...
In this episode, Charlie speaks with Stacey Hyde, Founder of Envision Financial Planning. She has moved through several areas of financial services from banking to insurance and, now, financial planning. Charlie and Stacey t...
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 financial concierge that truly goes above and beyond to support his ...
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 struggles of that role, and how becoming an advisor and, later, a ...
In this important episode of RIA Collective, Charlie interviews leading breakaway attorney Corey Kupfer. Corey offers his tips and insight to help you break away from the large firms with less friction and greater success. Charlie and Corey discuss authenticity, negotiations, and the key conside…
Brian George formed Planning Network Partners, LLC in 2022 because he believed that his methodology of developing a tight network of seasoned professionals in different fields of finance could benefit other Financial Advisors...
Kelly Olczak, CFP®, Co-Founder, Lynn Leigh and Company, a Registered Investment Advisory Firm Description: Industry veteran Kelly Olczak, CFP®, Co-Founder of LynnLeigh & Co, Inc. walks us through her journey from a technology...