Episodes

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...

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...