RIA Collective: Sam Renken | Building a Career with Purpose and Clarity in Financial Services

Most advisors focus on the next client, the next meeting, the next quarter. But what if the key to long-term success is starting with the end in mind?

In this episode of RIA Collective, host Charlie Van Derven sits down with Sam Renken, Financial Advisor at Consolidated Planning, whose unique background - from horse training to financial advising - shaped his philosophy for building a career with purpose, focus, and authenticity.

Sam shares how to design your business around the life you actually want, not just the one you happen to have. He dives deep into why the financial industry struggles with retention, how creativity and planning do coexist, and why saying “no” more often might be the best thing you can do for your clients - and yourself.

💡 Key Takeaways:
00:00 – Starting where you want to finish
04:20 – The retention problem in financial services
08:45 – Why genuine connection always wins
12:15 – The power of saying “no” to say “yes” to what matters
17:50 – Aligning your business with your deeper “why”

Whether you’re just starting out or redefining your next chapter, this conversation will challenge how you think about growth, fulfillment, and the future of advice.

🎧 Listen now and subscribe to RIA Collective for more conversations that help independent advisors grow, protect, and scale their businesses with purpose.

Connect with Sam Renken:
💼 https://www.linkedin.com/in/sam-renken-02010243/

Connect with Charlie Van Derven:
🌐 https://www.social-advisors.com/

#RIACollective #FinancialAdvisors #AdvisorMindset #AuthenticAdvising #IndependentAdvisor #WealthManagement #PurposeDrivenBusiness #AdvisorGrowth #SocialAdvisors #core4 

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 6115 PARK SOUTH DRIVE, SUITE 200, CHARLOTTE NC, 28210, 704-5528507. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Consolidated Planning, Inc. is not an affiliate or subsidiary of PAS or Guardian. This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. 8505444.1 Exp 10/27