Chuck catches up with Laura Lutton, Head of Manager Research for Morningstar, to talk about their exciting new offering — coverage of ALTS and Semi-liquid funds.

Chuck talks with industry legend, Thomas Peterffy about his "origin story", his thoughts on building a "customer first" enterprise, and, of course, his thoughts on going RIA. This is a MUST LISTEN episode.

Chuck talks with industry legend, Bob Veres, about his new book: A Behind-the-Scenes History of the Financial Planning Profession. Tune in to hear some amazing anecdotes that Bob has collected over his 45 year long history in our industry.

Chuck talks with industry icon, Joe Duran, about succession planning and what advisors need to think about as they plan for "what's next"...

Chuck catches up with Shawnette Gauer, Schwab Advisor Services' Managing Director of Enterprise Solutions, to talk about their new program designed specifically to help sub $300M advisors #goRIA.

Chuck chats with communication guru and author Matt Halloran about his new book, "𝙎𝙝𝙪𝙩 𝙏𝙝𝙚 𝙁 𝙐𝙥 𝙖𝙣𝙙 𝙇𝙞𝙨𝙩𝙚𝙣!". Matt shares some surprising facts about how poor communication can cost advisors their clients—and offers easy, practical advice on becoming a better listener. Tune in to find out how improving your communication skills can make your clients feel truly valued and keep them coming back!

Chuck is looking to sell a portion of his firm, Sovereign Financial Group, to his #NextGen staff and advisors. So, of course, he turned to industry M&A guru, Corey Kupfer, for some advice...

Chuck catches up with content marketing guru, Nick Meyer, to discuss how advisors can leverage content marketing to fuel growth.

Chuck catches up with Orion's Adam Palmer to talk Data Warehouses, Data Lakes and even Data Lake Warehouses. And... Adam shares an exciting new announcement -- Orion is now partnering with Snowflake? Why should you care? Why is Chuck so... so... so... excited about the news? Tune in to find out!

Chuck talks with Shelby Nicholl, Founder of Muriel Consulting, about what challenges she sees advisors facing when going independent (and how she helps them overcome those challenges).