Episodes

In this insightful episode of RIA Collective, host Charlie Van Derven engages in a captivating conversation with Judd Allen of Judd Allen Financial and the ICG Group. They delve into Judd's strategic transition from a broad f...

In this compelling episode of RA Collective, host Charlie Van Derven welcomes Justin Stevens, co-founder of O'Keefe Stevens Advisory, based in Rochester, New York. Justin shares his unconventional journey into the financial s...

In this episode of RIA Collective, Charlie van der Ven welcomes Sarah Stanich of Cultivating Wealth, based in Montauk, New York. Transitioning from a vibrant marketing career to founding her own RIA, Sarah shares her journey ...

In this insightful episode of RIA Collective, host Charlie Van Derven engages in a thought-provoking conversation with guest Tyson Ray, the founding partner of Form Wealth Advisors. Urging a transition from a riches-focused m...

In this episode of RIA Collective, host Charlie Van Derven invites Michael Rasmussen of United Atlantic Legal Services to share his expertise in aiding financial advisors in their transition to independent practices. Michael,...

In this episode of RIA Collective, host Charlie Van Derven sits down with Emily Haberkern of Evangelista & Associates to discuss the triumphs and trials of niche marketing within the financial advisory sector. Emily recounts ...

In this episode of RIA Collective, host Charlie Van Derven sits down with Sam Kingston from Arch, a SaaS platform serving family offices and RIAs, to discuss the transition of financial advisors from large firms to independen...

In this episode of RIA Collective, host Charlie Van Derven sits down with financial expert Anthony Mlachnik in a reflective conversation about the complexities and nuances of navigating client-focused transitions in the finan...

In this episode of RIA Collective, host Charlie Van Derven sits down with David Pappalardo of Segal Marco Advisors. Together, they dive deep into the world of financial advising and the ever-evolving trajectory towards indepe...

In this episode of RIA Collective, host Charlie Van Derven is joined by Scott Matasar, a seasoned attorney with a unique perspective on the intersection of law and business. Dive into the intricacies of navigating legal compl...

In this episode of RIA Collective, host Charlie Van Derven sits down with Brandon Fink from Claro Advisors to explore the challenges and triumphs of transitioning to an independent advisory firm. Dive into the significance of...

In this episode of RIA Collective, host Charlie Van Derven invites Jorge Padilla from Meira Wealth for a deep dive into the intricate process of rebranding in the world of financial services. Discover the motivations behind M...

In this episode of RIA Collective, host Charlie Van Derven welcomes Galen M Herbst de Cortina from "Buff Your Finances" for an enlightening chat on blending finance with the virtual world of gaming. Dive into how niche market...

In this episode of RIA Collective, host Charlie Van Derven converses with Erin Redmond of Ford Financial Group. Transitioning from a background in online media, Erin delves into her intriguing journey into the financial servi...

In this episode of RIA Collective, host Charlie Van Derven sits down with Bill Oakley from Family Wealth to dive deep into the technological advancements and innovations in the world of financial advising. They explore the ev...

In this episode of RIA Collective, host Charlie Van Derven invites Mark Elzweig, a seasoned independent recruiter, to discuss the intricacies of an RIA transition. The conversation ranges from the evolution of the current RIA...

In this episode of RIA Collective, host Charlie Van Derven is joined by Mario Payne of Toames Financial, based in Jacksonville, Florida. Together, they dive into Mario's intriguing journey from Edward Jones to Raymond James, ...

In this episode, our Host, Charlie Van Derven, chats with John Bovard, the brains behind Incline Wealth Advisors. John shares his story of moving from a big firm to being an RIA. His story shows how becoming independent can b...

Join us in this insightful episode with Urban Adams as he imparts practical advice on the role of delegation and the power of putting clients first. Uncover how delegating tasks can dramatically impact your efficiency, allowi...

In this episode of RIA Collective, host Charlie Van Derven sits down with Carmine Corino, the CEO of Cornerstone Planning Group (CPG), to discuss the journey to independence and the importance of building a culture of service...

Join our host Charlie Van Derven as he speaks with Evan Drury, a seasoned financial advisor, as he shares his valuable insights on the evolving landscape of the financial advisory industry and the role of content marketing in...

In this episode of RIA Collective, our host Charlie Van Derven is joined by Peter Hughes, founder of LexAurum Advisors. They discuss the advantages and challenges of transitioning from a broker-dealer to an RIA, the importanc...

In this informative episode of RIA Collective, host Charlie Van Derven chats with Gary Chidsey from Laser Insurance and Financial Services in Medina, Ohio. They discuss Gary's unique journey from a captive financial firm to t...