Shows
RIA CollectiveRIA Collective: Jon Henderson | Building a One-Stop RIA for the Next DecadeWhat does the next generation of advisory firms actually look like?In this episode of RIA Collective, host Charlie Van Derven sits down with Jon Henderson, Founder of Echo 45 Advisors, to explore how independent firms are evolving beyond traditional investment management into fully integrated advisory businesses.After spending 20 years at Merrill Lynch, Jon made the leap to independence and built a firm designed for where client expectations are heading - not where they’ve been. That includes adding tax and estate services, leveraging partnerships instead of doing ev...
2026-02-0922 min
RIA CollectiveRIA Collective - Jon Randall: How Capacity Constraints Kill Advisor GrowthMost advisors don’t hit a growth ceiling because they lack effort - they hit it because their capacity is broken.In this episode of RIA Collective, host Charlie Van Derven sits down with Dr. Jon Randall, founder of Extraordinary Financial Advisors (XFA), to unpack what truly holds financial advisors back from sustainable growth - and how to break through it.With more than 20 years of experience coaching hundreds of top advisory firms (including many in the Barron’s Top 100), Jon brings a rare perspective that blends pr...
2026-01-2123 min
RIA CollectiveRIA Collective: Peter Krull | Building an Independent RIA That Aligns With Your ValuesWhat does it really take to build an advisory firm that aligns with your values - and lasts for decades?In this episode of RIA Collective, host Charlie Van Derven sits down with Peter Krull, Founder of Earth Equity Advisors, to explore the long game of independence, entrepreneurship, and purpose-driven investing.Peter shares his journey from Merrill Lynch to launching an independent RIA focused on ESG and sustainable investing - long before it became mainstream. Along the way, he breaks down what advisors...
2026-01-0521 min
RIA CollectiveThe Deeper Purpose of Financial Advisors | Darren Hinshaw on RIA CollectiveIn this episode of RIA Collective, host Charlie Van Derven sits down with Darren Hinshaw, Managing Director at NBC Securities, to discuss the often-overlooked impact financial advisors have on the stability and wellbeing of society.Darren shares why he believes financial services rank among the most important professions - alongside doctors and spiritual advisors. From helping clients navigate volatile markets to guiding them through life’s biggest transitions, advisors provide the steady hand that keeps families financially grounded.Drawing on decades of experience at firms like Merrill Lynch...
2025-12-0117 min
RIA CollectiveRIA Collective: Sam Renken | Building a Career with Purpose and Clarity in Financial ServicesMost advisors focus on the next client, the next meeting, the next quarter. But what if the key to long-term success is starting with the end in mind?In this episode of RIA Collective, host Charlie Van Derven sits down with Sam Renken, Financial Advisor at Consolidated Planning, whose unique background - from horse training to financial advising - shaped his philosophy for building a career with purpose, focus, and authenticity.Sam shares how to design your business around the life you actually want, not just the one you happen to have. He dives deep...
2025-11-1731 min
RIA CollectiveWhat Independent Advisors Are Getting Wrong About Cybersecurity - With Carm CicaleseIndependent advisors often think cybersecurity is something “the big firms” need to worry about. But the truth? RIAs are often at greater risk.In this episode of RIA Collective, host Charlie Van Derven sits down with Carmine “Carm” Cicalese, founder of CYBER CIC (“CHICK”) and partner at Digital Privacy & Protection, to unpack what every independent advisor needs to know about protecting sensitive client data, staying compliant, and maintaining client trust.Carm breaks down cybersecurity into three key areas - People, Processes, and Technology - and shares how most advisors are investing in the wrong one. He also expl...
2025-11-0318 min
RIA CollectiveFrom Pro Sports to Fiduciary Finance: Shawn Zell on True Client AlignmentFormer NFL & NBA performance-nutrition lead Shawn Zell (Fruition Financial, St. Louis) shares how he pivoted from the Rams and Bucks to fiercely independent financial planning—plus what “true client alignment” really looks like. We cover rapid licensing (SIE, 7, 66, 24), rebuilding a modern RIA tech stack, navigating broker-dealer consolidation, fee transparency, and why the best client relationships are relationship-first, not sales-first. Perfect for advisors considering the leap to independence or refining their service model.What you’ll learnWhy Shawn left pro sports for wealth management—and how COVID clarified his “why”Independence vs. platform handcuffs: choosing partn...
2025-10-2026 min
RIA CollectiveUnapologetically Jen: Building a Client-First Practice on Her Own TermsWelcome to a high-energy, no-BS conversation with Jen Staben, Financial Advisor at Prime Capital and unapologetic force of nature in financial services.In this episode of the RIA Collective, Jen sits down with host Charlie Van Derven to share how she built a client-first practice her way - and why that meant leaving behind big-name firms, scripts that didn’t sound like her, and a system that prioritized products over people.💥 Topics Covered:Why Jen left a major national firm to launch her own brandThe power of building a business around your valuesHow she made...
2025-10-0629 min
Encourage Mindset#107 | Consistency Is The Power Play w/ Charlie ConnellyCharlie Connelly shares lessons from his journey in sports marketing, corporate partnerships, and personal growth. Drawing from his experience with the Milwaukee Admirals and a background in media sales, he highlights the value of consistency, human connection, and genuine curiosity. He emphasizes the importance of starting before you feel ready, building relationships beyond business titles, and using setbacks as fuel for growth. Charlie encourages listeners to focus on getting 1% better each day, embrace authenticity, and find success by simply showing up.Presented by Infinity Exteriors, saving our communities from unscrupulous contractors. Learn more at...
2025-09-2923 min
RIA CollectiveBuilding Pillars of Independence with Greg CurryIn this engaging episode of RIA Collective, host Charlie Van Derven sits down with Greg Curry, founder of Pillar Financial in Louisville, Kentucky. With nearly three decades of experience spanning accounting, insurance, and independent advisory, Greg shares his unique journey from CPA and institutional product management to building a successful fee-only RIA.The conversation dives into the lessons Greg has learned along the way—why simplicity and operational excellence are critical to client success, how a focus on planning over products builds lasting trust, and why clear processes and systems are th...
2025-09-1825 min
Where Do We Go From Here?No Hard Feelings about Charlie KirkResponding to the Assassination of Charlie Kirk The assassination of Charlie Kirk has shaken Christian communities across the U.S. and beyond. In this episode of No Hard Feelings, Jess (Melbourne), Emily (Texas), and Kristen (Tennessee) sit with the grief, confusion, and deep polarization surrounding Kirk's death. Together, we ask: how do we resist letting tragedy harden us into tribalism? How do we hold the tension between condemning violence and naming the real harm of Kirk's rhetoric? And what does it mean to choose love over retaliation in an age of outrage? In...
2025-09-1639 min
De X! Factor#76: Docent Harry Pettit: vier gerust de moord op Charlie KirkHarry Pettit is docent aan de Radboud Universiteit. Hij vindt dat je de moord op activist Charlie Kirk gerust mag 'vieren'. AVRO-TROS wil niet meedoen aan Songfestival als Israël ook meedoet. Pakte Thomas van Groningen FVD-voorvrouw Lidewij de Vos te hard aan op TV? Minister van Defensie Brekelmans krijgt platform van Nieuwuur voor juichverhaal over Nederlandse straaljagers in Polen. En: Sigrid Kaag zei in reactie op moord Charlie Kirk dat 'woorden ertoe doen'. Wat is daar mis mee?
2025-09-1349 min
Achter het behang9. Influencing en de effecten van social mediaDe mens wordt de hele dag " geinfluenced". Het algoritme zit ons en onze kinderen op de hielen. Wat kan je nou doen als ouder, voor je kind maar ook zeker voor jezelf, dat social media controleerbaar blijft. Charlie en Sjoerd geven hun visie, idee en tips!
Sjoerd, de nestor van dit nieuwe duo. Met jarenlange ervaring binnen het onderwijs, maar ook als vader van 3 een ervaringsdeskundige. Charlie, een spring in het veld, die haar weg vindt binnen het werk met kinderen. Allebei met een duidelijke mening en visie maar ook humor en relativeringsvermogen om jou w...
2025-07-2933 minAchter het behang8. Mentale gezondheid van kinderen en jongerenMentale problemen onder kinderen en jongeren is echt een grote zorg in onze samenleving! In deze aflevering bespreken Charlie en Sjoerd deze kwestie en doen een poging om vormen te vinden om hier mee om te gaan als kind en ouder/verzorger.
Sjoerd, de nestor van dit nieuwe duo. Met jarenlange ervaring binnen het onderwijs, maar ook als vader van 3 een ervaringsdeskundige. Charlie, een spring in het veld, die haar weg vindt binnen het werk met kinderen. Allebei met een duidelijke mening en visie maar ook humor en relativeringsvermogen om jou wekelijks je nieuwe favoriete p...
2025-07-2235 minAchter het behang6. Is het huidige onderwijs nog wel van deze tijd?Ondanks dat het lijkt dat onderwijs zich meebeweegt met onze maatschappij, hebben Charlie en Sjoerd in deze aflevering van Achter het behang daar toch wat andere ideeën over.
Sjoerd, de nestor van dit nieuwe duo. Met jarenlange ervaring binnen het onderwijs, maar ook als vader van 3 een ervaringsdeskundige. Charlie, een spring in het veld, die haar weg vindt binnen het werk met kinderen. Allebei met een duidelijke mening en visie maar ook humor en relativeringsvermogen om jou wekelijks je nieuwe favoriete podcast over onderwijs en ouderschap voor te schotelen!
Wil je...
2025-07-0832 minAchter het behang5. Digitalisering van onderwijs en opvoedingOok opvoeders en onderwijs ontkomen niet aan de digitalisering. Charlie en Sjoerd bespreken in deze aflevering van Achter het behang een plus en minpunten van digitalisering en hoe er mee om te gaan.
Sjoerd, de nestor van dit nieuwe duo. Met jarenlange ervaring binnen het onderwijs, maar ook als vader van 3 een ervaringsdeskundige. Charlie, een spring in het veld, die haar weg vindt binnen het werk met kinderen. Allebei met een duidelijke mening en visie maar ook humor en relativeringsvermogen om jou wekelijks je nieuwe favoriete podcast over onderwijs en ouderschap voor te schotelen!
2025-07-0132 min
Ocean Sailing - The podcastAflevering 22: "Charlie Dalin: De Meesterstrateeg van de Oceanen"In aflevering 22 van Ocean Sailing the Podcast analyseren zeilexpert Ysbrand Endt en Anton van Schendel de indrukwekkende prestaties van Charlie Dalin tijdens de Vendée Globe. Met bewondering bespreken ze zijn strategische keuzes en hoe hij in slechts 64 dagen de finish als eerste bereikte, een nieuw record! Wat onderscheidde Dalin van zijn concurrenten en hoe heeft hij zijn overwinning behaald?
Wil je Ysbrand en Anton live zien en vragen stellen? Bezoek dan de lezing over de Vendée Globe georganiseerd door de Nederlandse Vereniging van Kustzeilers op zaterdag 15 februari in Muiden, of kom naar de Dag van de...
2025-01-1426 min
De WIN-WIN METHODE podcast. Wakker worden met Janneke van der MeulenJuf Universe, Lou Niestadt over het spiritueel opvoeden van kinderen zodat je vindingRIJK wordt/blijftDe Japanse Dr. Masaru Emoto vroeg zich op een dag af wat het effect van woorden, gedachten en emoties was op water.
Masaru Emoto geloofde dat water de onzichtbare trillingen of energie van bepaalde emoties kan oppakken die door woorden en gedachten worden gecreëerd en dat daardoor het water van structuur kan veranderen.
Keep in mind: jij bestaat voor 70%+ uit water.
En alle gezonde dingen in de supermarkt bestaan ook voor meer dan 70% uit water.
Hij liet met foto’s zien dat gekookte rijst in een...
2024-11-281h 39
Pulse OxEntrepreneur Charlie Van Derven on Living Authentically and Professionally
We sit down with Charlie Van Derven, an entrepreneur and founder of Social Advisors, to discuss his journey and insights. Charlie introduces himself as a dedicated husband and father with a lifestyle that balances his professional and personal passions. From his late start in surfing to thrilling encounters with dolphins, Charlie shares some captivating stories about his adventurous life near the beach in Florida. He talks into the importance of reducing stress, maintaining a positive mindset, and living a quality life filled with extraordinary moments.
Charlie offers a glimpse into his professional background, emphasizing the importance of finding a...
2024-10-0224 min
Musings On WellbeingEpisode 22: Musings with Vincent van der HolstMusings host Charlie Bresler wrote a piece called "You Don't Have to Be Brave to Save Lives," (www.thelifeyoucansave.org/you-dont-have-to-be-brave-to-save-lives) about how us ordinary humans can do good from the comfort of our living rooms. Someone should probably send that URL to Vincent "Vin" van der Holst. Founder of BOAS, a company that both saves denim from landfills and donates profits to charitable organizations, Vin is already doing the hard work to help save lives. But in June of 2024, he decided to do more: on June 7, he undertook to break a world record and cycle at l...
2024-09-2042 min
Pen and Paper and PopcornVan Helsing - Part OneThis week, we dive into a world of monsters and mysteries with Van Helsing! Dracula seems poised to wipe out the last of a family of heroic monster-hunters. But why now? What sinister scheme is he protecting? And why is Van Helsing so unpopular with the locals, anyway? Is it the hat?This episode features violence, strong language, and adult themes.Host: Charlie RowlandVan Helsing: James KellyFriar Carl: Liam Mudge Anna Valerious: Lyka Fox Find us at:instagram.com/penandpaperandpopcorntumblr.com/penandpaperandpopcorn
2024-07-071h 14
BioHackers PodcastFatloss Coach Michiel | Optimaliseren VS. Maximaliseren, De Kracht Van OMEGA-3, Start Eigen PraktijkBioHackers Podcast #62 - Michiel Van PuymbroeckBetreed de fascinerende wereld van lichaamsbalans en welzijn met de nieuwste aflevering van de BioHackers Podcast, waarin we health- en fatloss coach Michiel van Puymbroeck verwelkomen.Michiel is een expert in het vinden van de juiste balans in je lichaam. In deze aflevering bespreken we het optimaliseren versus maximaliseren van je lichaam, en biedt Michiel talloze tips en trucs voor het op een gezonde en duurzame manier verliezen van lichaamsvet en het opbouwen van spiermassa. We duiken dieper in de kracht van specifieke supplementen, waaronder Michiel's...
2024-04-191h 15
BioHackers PodcastHealth Coach Maarten | Gut & Skin Health, Afkomen Van Acne & Eczeem & Darmgezondheid CoachBioHackers Podcast #61 - Healthcoach MaartenDuik dieper in de wereld van gezondheid en welzijn met de nieuwste aflevering van de BioHackers Podcast, waarin we healthcoach Maarten verwelkomen.Maarten is een expert in het oplossen van darm- en huidproblemen door middel van op maat gemaakte schema's, volledig afgestemd op jouw individuele behoeften. Hij begrijpt dat veel klachten vaak voortkomen uit een slecht dieet of een dieet dat niet geschikt is voor jouw unieke genetische make-up. Met zijn gepersonaliseerde aanpak behaalt Maarten indrukwekkende resultaten en ontvangt hij lovende getuigenissen van mensen die te kampen hadden met uiteenlopende...
2024-04-051h 41
RIA CollectiveDriving Success with Judd AllenIn this insightful episode of RIA Collective, host Charlie Van Derven engages in a captivating conversation with Judd Allen of Judd Allen Financial and the ICG Group. They delve into Judd's strategic transition from a broad financial advisory role to mastering a niche within the automotive sector. Reflecting on his initial uncertainties and the transformative journey to becoming a specialist, Judd shares how his passion for cars and understanding of automotive professionals' unique financial needs fueled his success.The discussion explores the profound satisfaction Judd finds in building long-term relationships and witnessing his clients achieve their retirement...
2024-04-0235 minRIA CollectiveBlueprint for Independence with Justin StevensIn this compelling episode of RA Collective, host Charlie Van Derven welcomes Justin Stevens, co-founder of O'Keefe Stevens Advisory, based in Rochester, New York. Justin shares his unconventional journey into the financial services sector, starting from a pivotal internship that steered him away from pre-med to finance, inspired by a family friend's recommendation. Their conversation dives deep into Justin's early career experiences, working in a nurturing family-run business, and the invaluable mentorship that shaped his professional philosophy.Justin details the deliberate and thoughtful process behind founding O'Keefe Stevens Advisory with his partner Peter, highlighting the importance of...
2024-03-2728 minRIA CollectiveFrom Marketing to Finance with Sara StanichIn this episode of RIA Collective, Charlie van der Ven welcomes Sara Stanich of Cultivating Wealth, based in Montauk, New York. Transitioning from a vibrant marketing career to founding her own RIA, Sara shares her journey through the early days of internet advertising, the .com crash, and eventually, the financial sector. Their conversation sheds light on the unique challenges and insights gained from transitioning to an independent financial advisor role, with a special focus on empowering women and navigating the divorce financial planning niche.Listeners will gain valuable perspectives on leveraging diverse backgrounds for success in financial...
2024-03-2728 min
BioHackers PodcastKarel Van Opstal | Van Overgewicht Naar Triatleet, Multicamera Man & Reizen Rond De WereldBioHackers Podcast #59 - Karel Van OpstalBetreed de wereld van transformatie en doorzettingsvermogen met de nieuwste aflevering van de BioHackers Podcast, waarin we triatleet Karel Van Opstal verwelkomen voor een inspirerend gesprek.Ontdek het meeslepende verhaal van Karel, die van leven met overgewicht besloot zichzelf te transformeren en nu meerdere triatlons op zijn naam heeft staan. Hij deelt openhartig over zijn persoonlijke struggles, zelfbeeld en de obsessie met resultaten die zijn reis hebben gevormd.Maar Karel is meer dan alleen een atleet. Als multicamera man bij het gerenommeerde bedrijf DB Video komt hij...
2024-03-232h 27
BioHackers PodcastSamanta Klomp | Trauma Informed en Shamanic Bodywork, Kracht Van PlantenmedicijnenBioHackers Podcast #56 - Samantha KlompStap in de wereld van heling en zelfontdekking met Samantha Klomp, de visionaire oprichtster van Embodied Soul, in de nieuwste aflevering van de BioHackers Podcast. Samantha, een pionier op het gebied van trauma-informed en shamanic bodywork, deelt haar transformerende reis door de kracht van ijsbaden en de diepgaande connectie met het luisteren naar de sensaties in je lichaam, een praktijk die nauw aansluit bij de diensten die ze aanbiedt.Ontdek de mystieke wereld van plantengeneeskunde, van de helende krachten van ayahuasca tot het belang van het creëren van een v...
2024-02-271h 42
BioHackers PodcastBritt Verschueren | 20u Sport Per Week, Kracht Van Accountability Partners & Trainen voor Iron ManBioHackers Podcast #55 - Britt VerschuerenOntdek de kracht van doorzettingsvermogen en passie in de nieuwste aflevering van de BioHackers Podcast, waarin we de onstuitbare Britt Verschueren verwelkomen. Britt is het toonbeeld van een 'powerwoman' die niet alleen drie banen jongleert maar ook haar ondernemersdroom heeft waargemaakt als zelfstandige in de wereld van video-editing, het creëren van drone-opnames en het produceren van bedrijfsvideo's onder haar merk Storyvibe_23.Haar verhaal is een inspirerende mix van harde werkethiek en een uitzonderlijke toewijding aan fysieke fitheid, waarbij ze per week ongeveer 20 uur besteedt aan een intensief sportregime. Van f...
2024-02-191h 34RIA CollectiveMoving from Asset Centric to Client Centric in Finance: A Conversation with Tyson RayIn this insightful episode of RIA Collective, host Charlie Van Derven engages in a thought-provoking conversation with guest Tyson Ray, the founding partner of Form Wealth Advisors. Urging a transition from a riches-focused mindset to a wealth-centered perspective, Tyson underscores the importance of nurturing total client relationships based on wealth, not just riches. Through anecdotes and experiences, Tyson details his journey in the finance industry, his transition towards total relationship investing, and the concept of 'funded contentment.' This episode unveils Tyson's passion for guiding clients toward their financial goals, breaking traditional molds, and employing technology to enhance client...
2024-02-1439 min
Riding Shotgun With CharlieRSWC #190 Charl Van WykRiding Shotgun With Charlie #190 Charl van Wyk Author & Stopped Terror Attack This was a once in a life chance that had to be taken. I was speaking at a pro- gun event outside of Boston. The emcee said there was a special guest, Charl van Wyk. I knew that name. Then he said van Wyk stopped a terror attack in Cape Town, South Africa, with a .38 Special five-shot revolver. I remember hearing this story from years ago. As I sat at the table waiting to speak, I Facebook requested him. When the speakers were done...
2024-01-0250 min
Failing to Success296 | "Business Survival Tactics" with Charlie Van Derven from Social Advisors"Business Survival Tactics": In challenging times, adaptability and strategic pivots are essential. Social Advisors thrived by swiftly transitioning services to meet industry needs."Content Evolution": Charlie highlights the dynamic nature of social media platforms. LinkedIn and Instagram now play pivotal roles, demonstrating the importance of staying current."Business Resilience": The company's reliance on white-labeled software enhances flexibility. Charlie emphasizes the simplicity of Social Advisors' model, focusing on strategy while outsourcing technical components.✍️ Episode Summary:Charlie Van Derven, president of Social Advisors, recounts his journey from job loss to a thriving decade-long entrepreneurial venture. Emphasizing adaptability, he shar...
2023-12-2514 min
Treasures of the Outer Banks#042, Charlie Beasley, Vietnam Vet, Commercial FishermanThis is episode #042 with Charlie Beasley, the author of a book titled, Vietnam War: Lessons of a Lifetime. Charlie, who also goes by Robbie, was born and raised on the Outer Banks and is still a commercial crabber to this day.
When Charlie grew up here the area was still very rural and undeveloped. He began commercial fishing at 11 years-old and went to school locally until college when he attended East Carolina University.
After college Charlie served as an Airborne Ranger in Vietnam and was part of a 5-man team known as a LRRP, which...
2023-12-141h 34
BioHackers PodcastSiebe Van Uffelen | Psychedelische Reis Mentor & Sound HealerBioHackers Podcast #47 - Siebe Van UffelenLaat je betoveren door onze speciale gast van vandaag: sound healer, gezondheidscoach en psychedelische reisleider, Siebe Van Uffelen!Van een soul-searching journey na het verlies van zijn beste vriend op jonge leeftijd tot het verkennen van de kracht van geluid met klankschalen, handpannen en didgeridoo, Siebe neemt ons mee op een reis door de dimensies van helende frequenties.Ontdek hoe hij natuurlijke supplementen omarmt zonder de gebruikelijke commerciële rommel. Siebe deelt zijn wijsheid over het optimaliseren van het lichaam met echte, zuivere ondersteuning.En a...
2023-11-271h 36RIA CollectiveNavigating Independent RIA Setups with Michael RasmussenIn this episode of RIA Collective, host Charlie Van Derven invites Michael Rasmussen of United Atlantic Legal Services to share his expertise in aiding financial advisors in their transition to independent practices. Michael, with a background as a chief compliance officer and general counsel for various investment advisors, as well as experience as a regulator with FINRA, provides valuable insights into the complexities of starting an independent RIA. LinkedInWebsite
2023-11-2227 minRIA CollectiveNiche Mastery in Finance with Emily HaberkernIn this episode of RIA Collective, host Charlie Van Derven sits down with Emily Haberkern of Evangelista & Associates to discuss the triumphs and trials of niche marketing within the financial advisory sector. Emily recounts her path to alignment with the firm's values and the unique approach to servicing university employees, emphasizing the importance of specialized knowledge and targeted service in a competitive industry. They tackle the topics of gender dynamics in finance and the benefits of a supportive RIA community. Tune in to gain strategic insights on carving out a niche and understanding the impact of focused...
2023-11-1721 minRIA CollectiveMastering Independence: Data Aggregation and Client Management with Sam KingstonIn this episode of RIA Collective, host Charlie Van Derven sits down with Sam Kingston from Arch, a SaaS platform serving family offices and RIAs, to discuss the transition of financial advisors from large firms to independent practices. They cover the challenges of data aggregation and investment management for affluent clients, the benefits of early engagement with platforms like Arch, and the technological strides independent advisors are making to provide sophisticated services rivaling those of wirehouses.Sam KingstonLinkedInWebsite
2023-11-1028 minRIA CollectiveMastering Client-Centric Financial Transitions with Anthony MlachnikIn this episode of RIA Collective, host Charlie Van Derven sits down with financial expert Anthony Mlachnik in a reflective conversation about the complexities and nuances of navigating client-focused transitions in the financial industry. Anthony shares his professional journey, emphasizing the importance of a meticulously professional approach and the virtues of patience in ensuring decisions align with clients' best interests.Anthony MlachnikLinkedInWebsite
2023-11-0319 minRIA CollectiveNavigating Independence: The Evolving Landscape of Financial Advising with David PappalardoIn this episode of RIA Collective, host Charlie Van Derven sits down with David Pappalardo of Segal Marco Advisors. Together, they dive deep into the world of financial advising and the ever-evolving trajectory towards independence. David sheds light on the dual-edged sword of independence: while it offers freedom, it also comes with significant responsibilities. Listen in as they discuss the nuances of being a solo player in the financial market, the essential need for planning, and how advisors can carve out unique identities in a saturated market. David PappalardoLinkedIn
2023-10-2728 minRIA CollectiveFrom Courtroom to Boardroom: Bridging Law and Business with Scott MatasarIn this episode of RIA Collective, host Charlie Van Derven is joined by Scott Matasar, a seasoned attorney with a unique perspective on the intersection of law and business. Dive into the intricacies of navigating legal complexities in the corporate world, the importance of understanding both the courtroom and the boardroom, and the strategies Scott employs to ensure success in both arenas.Tune in for an enlightening conversation that sheds light on the synergy between legal acumen and business strategy, offering professionals insights into the challenges and rewards of blending two distinct yet interconnected fields. Learn about...
2023-10-2028 minRIA CollectiveMastering the Move: Navigating the Transition to Independence with Brandon FinkIn this episode of RIA Collective, host Charlie Van Derven sits down with Brandon Fink from Claro Advisors to explore the challenges and triumphs of transitioning to an independent advisory firm. Dive into the significance of fostering strong client relationships, the value of consistent communication, and the role of trust in ensuring a smooth move.Listen in for an insightful discussion that offers a glimpse into the dynamics of a successful transition in the financial industry, providing advisors with valuable perspectives on the importance of preparation, the benefits of independence, and the power of client trust.
2023-10-1326 minRIA CollectiveCharting New Waters: The Journey of Rebranding with Jorge PadillaIn this episode of RIA Collective, host Charlie Van Derven invites Jorge Padilla from Meira Wealth for a deep dive into the intricate process of rebranding in the world of financial services. Discover the motivations behind Meira Wealth's transformation, the emphasis on a team-centric approach, and the pivotal role of client feedback throughout the journey.Tune in for a compelling conversation that sheds light on the evolution of a financial advisory firm, equipping advisors with insights on brand transitions and the significance of client-centric strategies.Jorge PadillaLinkedIn
2023-10-0636 minRIA CollectiveGaming the System: Merging Finance with the Digital World of YouTubers & Streamers with Galen M Herbst de CortinaIn this episode of RIA Collective, host Charlie Van Derven welcomes Galen M Herbst de Cortina from "Buff Your Finances" for an enlightening chat on blending finance with the virtual world of gaming. Dive into how niche markets can be game-changers, the story behind the intriguing name, and why virtual finance resonates so well with YouTubers and streamers.Tune in for a captivating discourse that unravels the merger of financial advising and the digital domain, arming advisors with fresh perspectives in this unique terrain.Galen M Herbst de CortinaLinkedIn
2023-09-2842 minRIA CollectiveBridging the Advice Gap: Erin Redmond's Innovative Approach to Inclusive FinanceIn this episode of RIA Collective, host Charlie Van Derven converses with Erin Redmond of Ford Financial Group. Transitioning from a background in online media, Erin delves into her intriguing journey into the financial services realm. The duo discuss Ford Financial's rich history, their unique emphasis on client education, and the innovative subscription pricing model they're exploring.Central to their conversation is the idea of making financial advice accessible to a wider demographic, especially those who might not fit the mold of traditional asset management. By bringing a fresh and inclusive approach, Ford Financial aims to bridge...
2023-09-1824 minRIA CollectiveBuilding Your Ideal Practice with Bill OakleyIn this episode of RIA Collective, host Charlie Van Derven sits down with Bill Oakley from Family Wealth to dive deep into the technological advancements and innovations in the world of financial advising. They explore the ever-evolving fintech space, the importance of keeping up with the rapid pace of technological change, and how smaller firms can often be more agile than their larger counterparts. Join us for a riveting conversation that sheds light on the intersection of finance and technology, equipping advisors with the knowledge to stay ahead in this dynamic landscape.Bill Oakley
2023-08-2925 minRIA CollectiveDecoding Advisor Transition Deals: An Exclusive Insight with Charlie Van Derven & Mark ElzweigIn this episode of RIA Collective, host Charlie Van Derven invites Mark Elzweig, a seasoned recruiter, to discuss the intricacies of advisor deals. The world of advisor transition deals can often seem like deciphering a foreign language. What types of deals are really out there? Which one is the best fit for you?Join us for an enlightening conversation that demystifies these deals, offering advisors insights into navigating their professional journey with foresight and agility.Mark ElzweigLinkedInWebsite
2023-08-2229 minRIA CollectiveThe Future of Finance: Mario Payne's Blend of Tech, Philanthropy, and StewardshipIn this episode of RIA Collective, host Charlie Van Derven is joined by Mario Payne of Toames Financial, based in Jacksonville, Florida. Together, they dive into Mario's intriguing journey from Edward Jones to Raymond James, retaining an impressive 85% of his assets during this pivotal transition. Dive deep into the significance of estate planning, the rising power of automation in financial advisories, and Mario's innovative venture into the ETF world.Join us as we explore the intricate dance between technology and finance, and how automation is reshaping the future of financial advising. Additionally, discover how Mario, with his...
2023-07-0730 min
BioHackers PodcastStephanie Bex | van BURN-OUT naar ONBEWOOND Eiland, Kundalini Activation Process & PLANTENMEDICIJNBioHackers Podcast #40 - Stephanie BexWelkom bij de monumentale 40e aflevering van de BioHackers Podcast! In deze meeslepende editie hadden we de eer om de stralende spirituele coach, Stephanie Bex, als gast te verwelkomen. Als KAP-facilitator (Kundalini Activation Process) helpt ze mensen om de ongekende kracht van hun innerlijke zelf te ontdekken en te benutten.Stephanie deelt haar inspirerende reis van zelfontdekking, die werd aangewakkerd door een transformerende burn-out ervaring. Dit leidde haar naar een buitengewoon avontuur. Ze heeft zes maanden in Indonesië en zes maanden in Mexico gewoond, waar ze zich o...
2023-07-032h 16RIA CollectiveMarketing Your Way with John BovardIn this episode, our Host, Charlie Van Derven, chats with John Bovard, the brains behind Incline Wealth Advisors. John shares his story of moving from a big firm to being an RIA. His story shows how becoming independent can bring new opportunities, especially in digital marketing. John's experiences and tips can help listeners who want to become independent advisors themselves.John talks about how important digital marketing has been for growing his business and keeping his clients throughout the transition and how independence has opened new avenues for marketing his authentic self. This episode is g...
2023-06-2130 minRIA CollectiveAn Independent Mindset with Carmine CorinoIn this episode of RIA Collective, host Charlie Van Derven sits down with Carmine Corino, the CEO of Cornerstone Planning Group (CPG), to discuss the journey to independence and the importance of building a culture of service and accountability. Carmine shares his passion for fiduciary responsibility and client-centric financial planning, highlighting how CPG sets itself apart by prioritizing the needs of clients and providing personalized guidance.Discover how personal investment and mentorship play a crucial role in building strong relationships between Carmine and his advisors, ensuring they receive the support they need to provide exceptional service.
2023-06-1633 minRIA CollectiveThe Key to Market Influence with Evan DruryJoin our host Charlie Van Derven as he speaks with Evan Drury, a seasoned financial advisor, as he shares his valuable insights on the evolving landscape of the financial advisory industry and the role of content marketing in building meaningful client relationships. Gain practical knowledge and expert advice from Evan's journey as he discusses topics such as personal branding, leveraging content for engagement, authenticity in storytelling, and the ethical aspects of content creation. Explore the power of combining expertise and discover the strategies that can help you thrive as a financial advisor in today's digital...
2023-06-0229 minRIA CollectiveThe Journey to Independence: Exploring the RIA Path with Peter HughesIn this episode of RIA Collective, our host Charlie Van Derven is joined by Peter Hughes, founder of LexAurum Advisors. They discuss the advantages and challenges of transitioning from a broker-dealer to an RIA, the importance of the Golden Rule in building a successful advisory firm, and the factors to consider when joining an existing RIA or starting your own. Tune in to gain valuable insights from Peter's experiences and learn how to navigate the path to independence.Peter HughesLinkedInWebsite
2023-05-0829 minRIA CollectiveThe Clear Benefits of an RIA with Gary ChidseyIn this informative episode of RIA Collective, host Charlie Van Derven chats with Gary Chidsey from Laser Insurance and Financial Services in Medina, Ohio. They discuss Gary's unique journey from a captive financial firm to the independent RIA space with the support of Nationwide. Learn valuable insights and advice on managing a growing practice, right-sizing, and the benefits of partnering with a boutique RIA like LuxAurum. Tune in to discover how prioritizing tasks and focusing on revenue-producing work can help during a transition, as well as the importance of building strong relationships within the industry.
2023-05-0126 minRIA CollectiveCharting a Unique Path to Independence with Mark WillisIn this episode of RIA Collective, our host, Charlie Van Derven, sits down with Mark Willis from Lake Growth Financial Services. They discuss Mark's unconventional journey in the financial industry, his passion for helping clients achieve financial freedom, and the power of having a clear and compelling message. Tune in to hear Mark's insights on the importance of being bold, finding the right mastermind, and the impact of money on our mindset and heart.Mark WillisLinkedinWebsite
2023-04-2524 min
Launched60: Petey - Hidde van der PloegHidde van der Ploeg joins the show to talk about creating the watchOS AI assistant app Petey.
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2023-04-181h 06RIA CollectiveEnriching Lives Through Client-Focused Wealth Management with Heather WelshIn this episode, Charlie sits down with Heather Welsh, VP of Weatlth Management at Sequoia Financial Group, to discuss the importance of client-focused wealth management and the value of planning and personalization in the industry. Heather shares her journey from advisor to wealth planner and how her firm's dedication to planning and team collaboration has allowed them to better serve their clients. They also explore the role of technology in wealth management and how it can be used to deliver personalized service at scale. Finally, Heather offers insights for young professionals entering the...
2023-03-2226 minRIA CollectiveThe Independent Advantage with Rob SamsonIn this podcast episode, Charlie Van Derven interviews Rob Samson from Stratos Wealth Partners, a Midwest-based firm that offers independent financial advisors the opportunity to have the support they need to build their business without having to go it alone. Rob shares his insight on the benefits of the independent side of the industry for advisors who want to have the freedom to serve their clients in the purest, most fiduciary-based way. He also talks about how the independent space is a growth-oriented channel that allows financial advisors to be a full balance-sheet wealth manager an...
2023-03-0725 minRIA CollectiveFind Work-Life Balance Through Independence with Derek NotmanJoin host Charlie Van Derven as he chats with Derek Notman about life, work, and the pursuit of happiness in the financial industry. From surfing Lake Michigan to the importance of work-life balance, Charlie and Derek cover a lot of ground in this laid-back conversation. Derek shares his experience of going independent and how it has allowed him to pursue his passions beyond just serving clients. Along the way, they touch on topics such as the challenges of being a holistic advisor, the pitfalls of production requirements, and the importance of building a scalable practice that works for you.
2023-02-2736 minRIA CollectiveLeading the Way in Values-Based Investing with George GayIn this episode of RIA Collective, host Charlie Van Derven speaks with George Gay, the CEO of First Affirmative Financial Network, a pioneer in socially responsible and impact investing. George discusses his journey in the financial industry and how First Affirmative has evolved to become a leader in ESG investing. He also talks about the importance of finding younger advisors to take over the business from the baby boomer generation and the need for advisors to align with their clients' values. Join Charlie and George for an insightful conversation on impact investing, succession planning, and the future of the...
2023-02-2339 minRIA CollectiveWriting Your Own Success Story with Wade SlomeJoin Charlie Van Derven as he sits down with Wade Slome, a highly successful independent financial advisor and author, to discuss his journey in building his firm, Sidoxia Capital Management. Wade shares his wisdom on navigating the industry and shares his tips on finding success as a financial advisor. Charlie and Wade discuss his books (he has written two) and how his career differed from some other professionals in the industry. Listen in as they delve into the importance of relationship-building, intentional decision-making, and the power of a well-maintained professional network. Whether you're a...
2023-02-1537 minRIA CollectiveRetirement Planning and Beyond with Alan RayJoin host Charlie Van Derven as he speaks with Alan Ray, a financial advisor with a wealth of experience in the industry. Working with senior and elderly clients, Alan has no doubt that his work significantly impacts his clients and their loved ones. Alan got his start teaching economic and financial planning at Franklin University and quickly moved to the practicing side of the industry. In 2019 he founded Square Peg in Columbus, Ohio. Tune in to learn more about Alan's journey to advising independence. Alan RayLinkedInWebsite
2023-01-1631 minRIA CollectiveNavigating the Transition to Independence with Paul SaadIn this episode of RIA Collective, host Charlie Van Derven speaks with Paul Saad, founder of Collaboria Capital, about his journey to independence and the challenges he faced along the way. Paul discusses the importance of understanding the "why" behind the decision to go independent and the need to be true to oneself in the process. He also shares his thoughts on the importance of technology in the industry and the value of building a strong team. Throughout the conversation, Paul offers valuable advice to advisors considering a move to independence, highlighting the importance of having a solid plan...
2023-01-0949 minRIA CollectiveA CFP...with 2.8K Households? with Jude McDonoughIn this episode of RIA Collective, host Charlie Van Derven is joined by financial advisor Jude McDonough to discuss the journey of transitioning from the banking world to the financial advising industry. Jude emphasizes the importance of putting the needs of your clients first, and how crucial it is to fully understand the households you are serving in order to truly act as a fiduciary. He speaks about the challenges and rewards of making the move to independence, and how it allows advisors to better serve their clients. Tune in to hear Jude's insights on the importance of prioritizing...
2022-12-1938 minRIA CollectiveStaying True to Yourself with Cary CarbonaroThis week Charlie talks with Cary Carbonaro, Director of Women and Wealth at Advisors Capital Management. Cary has more than two decades of advising experience and has had a winding path within the world of finance. Cary spent many years in a captive environment before she made the move to RIA. However, that independence was lost when Goldman bought out her firm and Cary found herself back in a wirehouse again. The loss of independence and freedom grated on Cary and she quickly made the switch back to an RIA. Now, with ACM, Cary can be there for her c...
2022-12-1245 minRIA CollectiveHelp Clients, Not Companies with Juan MunozThis 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 the priority. After working several years in a traditional wirehouse environment with all the standard incentives and conflicts, Juan knew that he had to make a change. Since founding his RIA in 2019, Juan has had great success as a true fiduciary. Juan Munoz...
2022-12-0534 minRIA CollectiveWho Comes With You with Stacey HydeIn 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 potential early in her career, and how she finally found her ideal position as a dedicated financial planner at her own firm. Stacey serves as an excellent example of the path to success as an RIA in our industry. Stacey HydeLinkedinWebsite
2022-11-2855 minRIA CollectiveLead with Your Values with Johann KlaassenThis 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 an advisor and worked for nearly a decade in various captive advisor environments. However, Johann found that many of the investments pushed by the firms ran counter to his strong ethical and moral code. That realization spurred his move to independence in 2013. Johann has since built Horizons SFS...
2022-11-2150 minRIA CollectiveBeing in the Client's Corner with Justin LongIn 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 working with his clients on their investments or financial plans, Justin takes pride in being a one-stop shop for every life need that his client brings to his attention. Need a document at 11 pm for an emergency? Justin will pick up the phone. Do you want to h...
2022-11-1151 min
Success is Subjective: Real People. Raw Stories. Embracing a Non-Linear Life!Episode 156 - Overcoming Trauma and Healing from Addiction with Charlie Van LeuvenAfter witnessing his mother’s overdose and suicide attempt, and then living in various hotels and shelters following his parents’ divorce, it’s no surprise that Charlie Van Leuven eventually spiraled into a life of substance abuse. On today’s episode of Success is Subjective, Joanna sits down with Charlie to hear how he fought his way out of the pit of addiction and how he now supports others on their journey to sobriety. This conversation will give you a glimpse into the raw reality of how unresolved trauma can lead to addiction, and what it takes to achieve recovery...
2022-11-0841 minRIA CollectiveFollowing the Client's Lead with John GehriToday 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 his efforts to leave no stone unturned on behalf of his clients. He gathers all possible information for his clients, but, at the end of the day, he believes in following his client's lead when it comes to the final decision. John Gehri
2022-11-0327 minRIA CollectiveBuilding Trust as a Fiduciary with Marc AaronsThis 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 truly support his clients every day. Marc AaronsLinkedin: https://www.linkedin.com/in/ocmoneymanagers/Website: https://ocmoneymanagers.com/
2022-10-3154 minRIA CollectiveGenerosity As a Business Model with Bob DePasqualeToday 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 story has many twists and turns on the way to independent financial advisor, but the world is certainly a better place because of his inspirational work. Make sure to subscribe wherever you get your podcasts!Bob DepasqualeLinkedin: https://www.linkedin.com...
2022-10-2450 minRIA CollectiveCreating a People-Focused Practice with McKenzie FrankelThis 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 in every area. Charlie and McKenzie discuss her time working within the captive financial environment and the conflict between her passions and the bottom-line goals of the firm. Eventually, McKenzie found a partner who shared her vision and was able to move into an independent...
2022-10-1727 min
CWTFB RadioEpisode 143: "Dover Street Mob" (w/ Van Buren Records)This is a podcast thats been 101 episodes in the making since Jiles pulled up for the first time. This time he brought some friends along w/ him from his coveted collection of creatives, Van Buren Records. Meech Bold, Andrew Regis, and Luke Bars accompanied Jiles and pulled up to eXpozedTV Studios to represent their set and talk about their culture and latest album “DSM”‼️Its not too often that we come across a 13 man crew that fires off on all cylinders. More than half of them are MCs, some actually make beats as well and they are all tast...
2022-10-032h 14
RIA CollectiveTime is Precious Be Intentional About How You Spend it with Rachael BurnsIn 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 inventory of life and understand that starting her RIA created the flexibility she needed.Charlie and Rachael talk about her experience at Morgan Stanley, Merrill Lynch, and Ameriprise before starting True Worth FP. They chat about life-changing events and how independence served Rachael, her family...
2022-09-2834 min
FutureProof Advisor PodcastUsing LinkedIn to Grow Your Network and Niche with Charlie Van DervenJoining us from the sandy beaches of Florida, Charlie Van Derven, the Founder of Social Advisors and LinkedIn Guru, walks us through his foresight of social media years and what it is for advisors and firms today.Charlie takes us through the challenges advisors face with content marketing, building your LinkedIn network and niche, and the importance of a simple message to a new connection right after it’s made on LinkedIn. He also walks us through tools to help advisors overcome and stay committed despite the drawbacks of not seeing instant gratification and ROI from your fi...
2022-09-2841 min
The Deal ScoutMarketing Strategies for Financial Advisors with Charlie Van DervenCharlie Van Derven has coached and worked with financial professionals since 1998. Throughout his career, Charlie has worked with recognizable names such as Morgan Stanley, LPL Financial, Farmers Insurance, UBS and others, to assist in developing digital strategy. This successful work with major firms gives Charlie a unique glimpse into the interaction between corporate compliance and their sales channel, resulting in successful marketing and business development campaigns.Charlie founded Social Advisors in 2013 after years of leadership roles with major marketing and business development firms in the financial services industry. He is also the host of the popular podcast...
2022-09-2657 minRIA CollectiveLessons from a Breakaway Attorney with Corey KupferIn 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 a bad situation progress toward joining or opening an RIA.
2022-09-1236 min