Episodes

In this episode of RIA Collective, our host, Charlie Van Derven, sits down with Mark Willis from Lake Growth Financial Services. They discuss Mark's unconventional journey in the financial industry, his passion for helping cl...

In this episode of RIA Collective, we sit down with Christie Powell, founder of Falcon Financial of Oklahoma, who shares her unique and inspiring journey of starting a career in the financial industry at 50 years old. As a fo...

In this episode, Charlie sits down with Heather Welsh, VP of Weatlth Management at Sequoia Financial Group, to discuss the importance of client-focused wealth management and the value of planning and personalization in the in...

In this podcast episode, Charlie Van Derven interviews Rob Samson from Stratos Wealth Partners, a Midwest-based firm that offers independent financial advisors the opportunity to have the support they need to build their busi...

Join host Charlie Van Derven as he chats with Derek Notman about life, work, and the pursuit of happiness in the financial industry. From surfing Lake Michigan to the importance of work-life balance, Charlie and Derek cover a...

In this episode of RIA Collective, host Charlie Van Derven speaks with George Gay, the CEO of First Affirmative Financial Network, a pioneer in socially responsible and impact investing. George discusses his journey in the fi...

Join Charlie Van Derven as he sits down with Wade Slome, a highly successful independent financial advisor and author, to discuss his journey in building his firm, Sidoxia Capital Management. Wade shares his wisdom on navigat...

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 ...

Join host Charlie Van Derven as he speaks with Alan Ray, a financial advisor with a wealth of experience in the industry. Working with senior and elderly clients, Alan has no doubt that his work significantly impacts his clie...

In this episode of RIA Collective, host Charlie Van Derven speaks with Paul Saad, founder of Collaboria Capital, about his journey to independence and the challenges he faced along the way. Paul discusses the importance of un...

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...

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 education at Washington University in St. Louis where he earned his Phd. i...

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 ...

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, how he ended up with Harvest Financial, and how, with his help, clie...

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 ...

Today Charlie sits down with Bob DePasquale, founder of Initiate Impact, a firm that provides purpose-driven families with modern financial management in a transparent and unbias fashion. Charlie and Bob talk about his history in the broadcast industry, a mutual love of sports, and Bob's journey…

This week Charlie sits down with McKenzie Frankel, a principal at Entrust Financial. McKenzie has been called to be an investment advisor since she was in grade school. Always interested in money, McKenzie's interest grew int...

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 in wealth management and helped a lot of companies with their benefits packages. If you want to learn from those who have come before you…

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 Worth Financial Planning. When we're young, we may not understand how precious our time is. For Rachael, family health issues made her tak…

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…

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 with an Entrepreneur where he shares the stories of prominent business owners with his listeners. He also reviews a beer on each episode. …