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 industry, but having the trust and confidence of his clients has always been…
In this episode, Charlie speaks with Stacey Hyde, Founder of Envision Financial Planning. She has moved through several areas of financial services from banking to insurance and, now, financial planning. Charlie and Stacey trace her journey through the various realms of financial services, how she proved her skills and leadership…
We all send cards/gifts for the holidays, birthdays, or other significant dates in our clients and friends lives, but what would happen if you sent a gift that was less expected? Magic, that is what would happen. We'll take 15 minutes today to talk about the power of gifting and…
It's that time of year when we reflect on the past and set goals for the new year ahead. Charlie Van Derven will share with you the six most important tips for goal setting in financial services.
This week Charlie talks with Johann Klaassen, the CIO at Horizons SFS. Johann has had a unique journey to the role of RIA. He was originally in higher education at Washington University in St. Louis where he earned his Phd. in 1998. From there he entered the financial industry as…
In this episode, Charlie speaks with Justin Long CFP®, Founder of Diazo Wealth Group. Justin is much more than an advisor. In his own words, he is a bespoke financial concierge that truly goes above and beyond to support his clients in every aspect of their lives. Rather than just…
Today Charlie sits down with John Gehri, VP at Harvest Financial Advisors. They talk about John's journey through different areas of the financial industry, how he ended up with Harvest Financial, and how, with his help, clients can master their financial fortunes. John is a fiduciary that is painstaking in…
This week on RIA Collective, Charlie talks with Marc Aarons, the founder of Money Managers Inc. They discuss Marc's history in the automotive sales field, the struggles of that role, and how becoming an advisor and, later, a true fiduciary, has reduced his stress and given him an opportunity to…
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 to becoming independent. His…
This week Charlie sits down with McKenzie Frankel, a principal at Entrust Financial. McKenzie was called to be an investment advisor since she was in grade school. Always interested in money, McKenzie's interest grew into a true passion to help people make the right financial decision at every step and…
Few people understand the importance of the LinkedIn Company Page. Of course you want more followers so your clients and prospects see your posts and get notified when you have an open position, but the Company Page is so much more. Join Mindy and Charlie for a conversation about the…
Hey, we've started a podcast that helps captive advisors move to independence with less friction and with the resources to make it happen. Join us for this live stream to learn how RIA Collective will benefit RIA leadership and captive advisors looking for an easy transition to independence.
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…
Sales strategies have changed dramatically over the last decade +. With the right technology in place, you can communicate with 10,000 people as easily as you can impact 10, 100, or 1,000 people. For many advisors, the missing ingredient when they’re influencing a growing audience is the ability to measure…
It’s clear, sales has changed dramatically. Today, it is the reactive result of good proactive marketing and brand messaging. Not too long ago, when you joined a large firm, your training consisted of writing down the 200 people closest to you and speed dialing 200 strangers each day, hoping to…
About a year ago, we started inviting guests to our webinars, and it has just made such a big difference in the attendance, engagement, and responses to those events. Here are a few benefits to joint-webinars and seminars that have impacted the growth at @social-advisor : Joint webinars introduce a…
Coach Joe brings more than 20 years of experience coaching elite advisors to develop processes and production levels they never thought possible. Charlie and Coach Joe provide executable tips that can be implemented immediately covering: 1) WHY planning is essential for your success 2) HOW to develop a plan that…
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 take…
In today's conversation between Charlie and Beth McGill, Beth shares her 3 tips best to help you align to success: 1. ALIGNMENT WITH YOUR WHY 2. ALIGNMENT WITH YOUR IDEAL CLIENT 3. ALIGNMENT WITH PROSPERITY Join us for an enlightening conversation on business, mindset, and fulfillment! Beth's Linkedin: www.linkedin.com/in/bethmcgillccf/
Jeff Concepción, 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 thinking about a…
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 considerations as financial advisors stuck in…
The regulators will hate us for this, but QUIT SHARING THE CANNED BS CONTENT! There, I said it. Mindy and Charlie and going to provide tips for creating and leveraging highly personalized content that speaks to the network you're building and creates inbound opportunities for growth. Are you lazy? Canned…
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. Want to…
Join Charlie and Mindy to learn the technologies that we love and use daily. Tuesday, August 30, 2022.
