Episodes

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. In 2021, he created Charitable Planning Network, LLC to help Financial Advisors bring greater value to their clients while delivering more gifts to their clients’ favorite charities. Charitable giving motivated his work, but he also believed that clients could benefit thr...

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 career to Financial Services. During the past 20 years, Kelly grew with Edward Jones, transitioned to LPL, and started her own RIA. According to Kelly, sufficient planning helped her transition smoothly. Learn how to plan for change.

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 not alone. RIA Collective Podcast is created with you in mind. We interview leaders at Registered Investment Advisory firms to learn from their wisdom and experience. It is our goal to take the fear and mystery out of going independent. Most of the industry leaders we ...