Aug 31, 2020
In this episode, we sit down with Alex Chalekian, Founder of Lake Avenue Financial and Head of Acquisitions at Integrated Partners. With a lot of the conversations heating up around M&A activity in the RIA space, we wanted to get Alex’s perspective on what the future holds for RIAs across the country, and what RIAs...
Aug 17, 2020
In this episode, we sit down with Derek Notman, Founder and CEO Intrepid Wealth Partners, a virtual-only practice that’s focused on elite frequent flyers. We wanted to bring Derek on because with everything going on across the industry, how he runs his practice is an incredibly timely discussion. We dive into how he...
Aug 3, 2020
In this episode, we sit Dan Cuprill president of Matson & Cuprill, a wealth coaching firm located in Cincinnati, Ohio and founder of the Advisor Architect, a systematic based program that helps advisors scale their practice. We had fun on this one – Dan has so much experience and such an interesting point of view on...