One Man's Mission To Make It Easy For Financial Advisors To Go RIA

Chuck Failla, Founder and CEO of Sovereign Financial Group (‪@sovereignfinancialgroupinc2943‬) returns to the Modern Financial Advisor Podcast to share some updates on the goRIA initiative he launched in partnership with InvestmentNews (‪@investmentnews2273‬). Chuck also shares his journey of going RIA and the motivation behind creating goRIA as a media outlet to educate advisors about the benefits of the RIA space.
See the full show notes and other resources here: www.finservmarketing.com/mode...
Chapters
00:00 Introduction and The Importance of a High-Quality Microphone Setup
03:27 Educating Advisors about the Benefits of the RIA Space
15:26 Networking and Learning at Conferences
19:07 Integration and Future-Proofing Technology in the RIA Industry
29:22 Choosing the Right RIA Firm
30:18 The Need for Better Training
32:44 Succession Planning and Ownership Transition
38:21 Expanding Services: Advising on Alternative Investments
52:32 The Role of AI in the RIA Industry