#217 - Chuck Failla: Sovereign Advisor Solutions + goRIA

Wicked Pissah Podcast

A tartalmat a Financial Planning Association of New England and FPA NE biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Financial Planning Association of New England and FPA NE vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.

2M ago 50:35

MP3•Epizód kép

Chuck Failla: Sovereign Advisor Solutions + goRIA

Hosts Brad Wright and Mike Connaughton are joined by Chuck Failla. Chuck is Founder + CEO of Sovereign Financial Group in Stamford, CT. as well as Director of Sovereign Advisor Solutions. Chuck moved from the independent broker-dealer side of the business to the independent side and has since taken many other advisors with him, causing Investment News to label him Broker-Dealers’ Public Enemy #1! In addition to working with other financial advisors and clients, he's also a regular speaker and commentator on financial topics and has been featured in Forbes, The New York Daily News, Reuters, CBS Market Watch and hosts his own goRIA podcast.

They discuss: How and why advisors choose to go independent Why tucking in under a smaller RIA might be a better fit than joining a large aggregator How to begin the process and how long it takes What makes Chuck Broker-dealers’ Public Enemy #1

Learn more at: https://www.sovereignadvisorsolutions.com/

Reach out to Chuck: https://www.linkedin.com/in/charlesfailla/

goRIA Podcast: https://www.investmentnews.com/goria/podcasts

Investment News Article: https://www.investmentnews.com/goria/practice-management/revealed-broker-dealers-public-enemy-1/256613

150 epizódok

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