Episodes

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. …

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 break away from the banks and start Polley Wealth Management.  Sean and Charlie pose the question, "can you be a captive advisor and a fidu…

Description: 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 financial services, Dennis Snoozy has a lot of hats....

Jeff Concepcion, CEO of Stratos Wealth Partners, and Charlie Van Derven talk about the freedom of independence. The choices you have, from world-class technology to a full variety of products and services, provide autonomy and the ability to be a true fiduciary to your clients. If you're thinkin…

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...

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 ...