AI has made it easier than ever to create content. It has also made it easier than ever for financial advisors to sound exactly like everyone else. In this episode of RIA Collective, Charlie Van Derven sits down with Hillary Gale of Moneta Copy to discuss how financial advisors can…
Finding more prospects isn’t the hard part anymore. The real challenge is finding the right people, knowing what to do with the data, and turning it into real conversations. In this webinar, Charlie Van Derven, Fractional CMO and founder of Social Advisors, and Cole Cummings, Marketing Director at AdvizorPro, explain…
What if the goal of independence wasn’t to build the biggest RIA possible? What if it was to build the business that gave you the life you actually wanted? In this episode of RIA Collective, Charlie Van Derven reconnects with Rachael Burns of True Worth Financial Planning to discuss how…
Why do some financial advisors consistently generate introductions from clients while others struggle to get referrals at all? In this episode of RIA Collective, Charlie Van Derven sits down with Bill Utnage of Damascus Road Referral Systems to discuss how advisors can build stronger client relationships and create a more…
What happens when a client without children needs someone to make important decisions on their behalf? In this clip from RIA Collective, Maddy Roche explains how advisors can start conversations around powers of attorney, end-of-life wishes, cognitive decline, long-term care, and who clients actually trust to step in when needed.…
Childfree people exist, and Maddy Roche argues they deserve financial planning that reflects their unique circumstances. In this clip from RIA Collective, Maddy explains why she believes understanding how to financially plan for childfree clients is part of an advisor’s fiduciary responsibility. Charlie also highlights the size of this underserved…
Childfree people exist, and Maddy Roche argues they deserve financial planning that reflects their unique circumstances. In this clip from RIA Collective, Maddy explains why she believes understanding how to financially plan for childfree clients is part of an advisor’s fiduciary responsibility. Charlie also highlights the size of this underserved…
What changes about financial planning when your client doesn't have children? More than many advisors realize. In this episode of RIA Collective, Charlie Van Derven sits down with Maddy Roche, Chief Growth Officer at Childfree Trust, to explore the unique financial, estate, and long-term care planning needs of people without…
Your CRM already knows a lot about your clients. So why does it still rely on you to figure out what happens next? In this webinar, Charlie Van Derven, Founder of Social Advisors, and Thomas Clawson, Co-founder of Slant, explore how AI for financial advisors is changing CRM from passive…
What is your advisory practice actually worth, and what can you do today to increase that value? In this episode of RIA Collective, Charlie Van Derven sits down with Andrew Mirolli, Co-Founder of buyAUM.com, to discuss how financial advisors can build more valuable, transferable businesses and prepare for an eventual…
Why could an index potentially own more of a company after its legendary CEO is gone? In this clip from RIA Collective, Haren Bhakta, CFA, explains his thinking around free-float adjusted market-cap weighting using Warren Buffett and Berkshire Hathaway as an example. That led Haren to ask a bigger question:…
What if one of the keys to outperforming the market is identifying the people creating the most value? In this clip from RIA Collective, Haren Bhakta, CFA, explains why he believes a relatively small number of exceptional business leaders have historically driven enormous value. From Henry Ford to John D.…
What happens when the traditional wirehouse model no longer gives you the freedom to invest and serve clients the way you believe is best? In this episode of RIA Collective, host Charlie Van Derven sits down with Haren Bhakta, CFA, to discuss his journey from selling insurance to building a…
Most financial advisors know they need to create content. The challenge is knowing what AI should do, what it shouldn't do, and how to create authentic content that actually builds trust. In this episode of RIA Collective, Charlie Van Derven sits down with Nate Hoskin, CFP®, Co-Founder of SageContent.ai, to…
Looking fine and working are not the same thing, especially when it comes to your website. More prospective clients are using ChatGPT and AI powered search to find a financial advisor, and most advisor websites were not built with that in mind. In this session, Charlie Van Derven (Founder, Social…
As your advisory firm grows, so does complexity. In this clip, Chris Price shares one simple rule that's helped his firm scale: Build a process that works for 90% of your clients. Strong systems create consistency, improve the client experience, and allow your team to grow without sacrificing service. 🎧…
Think your firm is being flexible? It might actually be creating unnecessary complexity. In this clip, Chris Price explains why your process should work for 90% of your clients. If it doesn't, the problem may not be your clients. It may be your process. The best advisory firms don't rely…
What separates a successful advisory firm from one that struggles to scale? According to Chris Price, it comes down to process. In this episode of RIA Collective, host Charlie Van Derven sits down with Chris Price of Wealth Solutions Partners to discuss his journey from the insurance world into a…
Nobody leaves a networking event saying: "I just met a 42-year-old homeowner with a moderate risk tolerance." In this clip, Andrew Winig explains why most advisor pitches are forgettable and why stories, not demographics, are what people actually remember. If you want more referrals, stop sounding like everyone else. 🎧…
What makes a financial advisor different? According to Andrew Winig, most advisors struggle to answer that question clearly. In this episode of RIA Collective, host Charlie Van Derven sits down with Andrew Winig, founder of Your Elevator Pitch Coach, to discuss one of the biggest challenges advisors face: explaining what…
Many advisors stay at wirehouses because they think independence means figuring everything out alone. In this clip, Damian Lo Basso explains why that mindset is outdated and how today’s RIAs have access to an entire ecosystem of specialized support, from fractional leadership to industry-specific partners. The risk is real. But…
RIAs no longer need massive internal teams to build world-class firms. In this clip, Damian Lo Basso explains how fractional leadership gives advisory firms access to high-level expertise without the massive overhead of hiring full-time executives. Fractional CFOs, CMOs, COOs, and CIOs are changing how independent firms scale. 🎧 Watch…
Most people still think financial advisors are just stockbrokers. In this clip, Damian Lo Basso breaks down how the industry has evolved from commission-driven sales to true financial planning, fiduciary advice, and long-term client relationships. The public perception has not fully caught up yet, but the independent advisor movement is…
Most RIAs don’t think they need a CFO… until they realize they do. In this episode of RIA Collective, host Charlie Van Derven sits down with Damian Lo Basso, Founder of My RIA CFO, to discuss the financial blind spots that hold advisory firms back during transition, growth, and scaling.…
