RIA Collective
Charlie Van Derven
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Top 10 RIA Collective Episodes
Goodpods has curated a list of the 10 best RIA Collective episodes, ranked by the number of listens and likes each episode have garnered from our listeners. If you are listening to RIA Collective for the first time, there's no better place to start than with one of these standout episodes. If you are a fan of the show, vote for your favorite RIA Collective episode by adding your comments to the episode page.
07/19/22 • 60 min
Brian George formed Planning Network Partners, LLC in 2022 because he believed that his methodology of developing a tight network of seasoned professionals in different fields of finance could benefit other Financial Advisors.
In 2021, he created Charitable Planning Network, LLC to help Financial Advisors bring greater value to their clients while delivering more gifts to their clients’ favorite charities. Charitable giving motivated his work, but he also believed that clients could benefit through this collaboration. He formed Planning Network Partners as a RIA in order to help other Financial Advisors capitalize on the growing network of finance professionals.
As a 20-year veteran of the Navy, hailing from the Big Apple originally — specifically the Bronx — he moved to the private sector to work as a Programmer/Analyst and to manage a field office for a subsidiary of a multi-national firm, running their largest IT project, an Enterprise Application for the U.S. Navy, and their Bremerton Field Office. He continued that work after starting his own IT Consultancy, phunghi, inc., and added Strategic Planning for a Boeing Division involved in a Public/Private Partnership with the U.S. Government.
In 1987 he worked as a part-time Navy Relief Counselor teaching young sailors about budgeting and getting out of debt. This experience drove a desire in him to help people manage their finances and a career as a Financial Advisor.
As a Financial Advisor he enjoyed networking with specialists in a variety of fields and learning how their financial tools could work in tandem with other Advisors.
He, his wife and three children now reside in the Puget Sound area of Western Washington. In addition to the roles of husband and father, some of his duties include community theater, playing Bass Guitar, singing in bands, and working with organizations that support Elementary through Undergraduate education.
Connect with Brian:
https://planningnetworkpartners.com
09/18/23 • 24 min
In 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 the financial advice gap, with education as its cornerstone.
Also highlighted is the firm's initial focus on women and how they've since broadened their reach. Erin speaks passionately about the potential of a subscription-based pricing model like AdvicePay, shedding light on the possibilities it opens up for younger individuals requiring financial guidance.
Join us for this insightful episode, where traditional financial advisory meets modern innovation, all geared towards serving a diverse clientele.
10/06/23 • 36 min
In 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 Padilla
LinkedInWebsite
How Delegating Helps Your Clients with Urban Adams
RIA Collective
06/20/23 • 26 min
Join us in this insightful episode with Urban Adams as he imparts practical advice on the role of delegation and the power of putting clients first. Uncover how delegating tasks can dramatically impact your efficiency, allowing you to focus on high-level activities that directly benefit your clients. Learn about Urban's unique approach to maintaining deep, quality relationships with his clients while efficiently managing his practice.
Tune in to discover how you can streamline your operations and elevate your client engagement to new heights.
Urban Adams
LinkedIn
Website
Welcome to RIA Collective
RIA Collective
07/05/22 • 17 min
Are you a financial advisor stuck with a firm that no longer serves your needs, fits your ideals, or gives you the flexibility to serve your clients as a true fiduciary? That is a tricky place to be, but rest assured, you’re not alone.
RIA Collective Podcast is created with you in mind. We interview leaders at Registered Investment Advisory firms to learn from their wisdom and experience. It is our goal to take the fear and mystery out of going independent.
Most of the industry leaders we talk with were in the exact same place you find yourself today. They too saw themselves as entrepreneurs. They became an advisor to create flexibility in their lives and help many others create financial security and peace of mind.
Like you, those professionals become stifled by their captive environment. Sales quotas, proprietary products and services, the firm’s agenda, compliance, and other factors can make it difficult to grow and to act as a true fiduciary to your clients.
RIA Collective podcast is hosted by Charlie Van Derven, an industry veteran who has been serving the advisor community for almost 25 years. During his time working in Financial Services, Charlie has seen trends come and go. One trend that continues with no end in sight, is the migration of advisors from the captive wire-house space to independence.
The move to independence can go smoothly, or it can be a battle. Tune in to RIA Collective podcast to learn from industry leaders how to set your practice up for a smooth transition. Learn important things to consider and actions to take 3, 6, 12, or 18 months ahead of your move. Learn how to solidify key client relationships so you can retain the assets you’ve built.
If you are an advisor considering a change or an industry leader who is building their firm and has wisdom to share, we would love to talk to you.
Visit RIAcollective.com for more information or reach out to Charlie directly on LinkedIn.
Thanks for being here. https://www.riacollective.com/welcome-to-ria-collective/
Navigating Independent RIA Setups with Michael Rasmussen
RIA Collective
11/22/23 • 27 min
In 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
Niche Mastery in Finance with Emily Haberkern
RIA Collective
11/17/23 • 21 min
In 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 marketing on client trust and growth.
Emily Haberkern
LinkedInWebsite
11/10/23 • 28 min
In 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 Kingston
LinkedInWebsite
10/20/23 • 28 min
In 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 the art of negotiation, the significance of building robust business relationships, and the unparalleled value of legal expertise in the world of commerce.
Scott Matasar
LinkedInWebsite
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FAQ
How many episodes does RIA Collective have?
RIA Collective currently has 54 episodes available.
What topics does RIA Collective cover?
The podcast is about Entrepreneurship, Investing, Financial Advisor, Podcasts and Business.
What is the most popular episode on RIA Collective?
The episode title 'Niche Mastery in Finance with Emily Haberkern' is the most popular.
What is the average episode length on RIA Collective?
The average episode length on RIA Collective is 35 minutes.
How often are episodes of RIA Collective released?
Episodes of RIA Collective are typically released every 7 days, 4 hours.
When was the first episode of RIA Collective?
The first episode of RIA Collective was released on Jul 5, 2022.
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