Episode 49: Morningstar initiates coverage of ALTS!

Episode 53: How to leverage a custodian's resources to goRIA

Chuck talks with Schwab's Head of Enterprise Solutions Group, Julian Lopez, about their exciting new offering that helps advisors stand up their own RIA.

Episode 52: goRIA with Johnny Hilbrant (aka "The PE Guy")

In this satirical episode of goRIA, Chuck goes toe-to-toe with the one and only PE Guy — the viral finance parody persona who’s built a cult following roasting private equity bros and bragging about his role, his wifey, and “it’s decent” deal flow. It starts off civil enough — a few laughs about zip codes, Lake Como vacations, and children's naming conventions... but soon The PE Guy launches his most ambitious pitch yet: “Chuck, sell Sovereign Financial to my PE shop.” Spoiler alert: Chuck holds firm. (Because no amount of humblebrags about substantial composite metrics can sway a fiduciary.) Expect: 🔥 Deadpan satire that hits every PE-world trope 🤣 Chuck trying — and failing — to keep a straight face 💼 A mock negotiation that’s more comedy than capital 🎧 And one unforgettable line: “Due to my role…” (you’ll be saying it for days) If you’ve ever wondered what happens when private equity swagger meets fiduciary skepticism, this episode delivers — with plenty of laughs and just the right amount of decent chaos.

Episode 51: Talking college & crypto with Ric Edelman

Chuck catching up with industry icon, Ric Edelman, to talk about college, crypto, and, of course, an amazing origin story!

Episode 50: RIA "Myth-Busting" with Elite Consulting's Frank LaRosa

Chuck catches up with industry thought leader Frank LaRosa, Founder & CEO of Elite Consulting Partners. Together, they unpack who should (and who should NOT) goRIA. If you know Frank, you know he never pulls his punches… literally or figuratively. This episode is a MUST LISTEN if you're thinking of going independent.

Episode 49: Morningstar initiates coverage of ALTS!

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.