One Man's Mission To Make It Easy For Financial Advisors To Go RIA
Chuck Failla , Founder and CEO of Sovereign Financial Group returns to the Modern Financial Advisor Podcast to share some updates on the goRIA initiative he launched in partnership with InvestmentNews . Chuck also shares his journey of going RIA and the motivation behind creating goRIA as a media outlet to educate advisors about the benefits of the RIA space. Sponsored By: PodBox - Help your guest sound their best on your podcast, webinar, or important Zoom call with a PodBox microphone setup. Resources Mentioned In This Episode: Chuck Failla on LinkedIn - https://www.linkedin.com/in/charlesfailla/ Sovereign Financial Group - https://www.sovereignadvisorsolutions.com/ goRIA with InvestmentNews - https://inpartners.investmentnews.com/goria/p/1 Modern Financial Advisor Podcast EP75 - When Chuck was just getting RIA Labs off the ground - https://pod.co/modern-financial-advisor/episode-75-how-to-host-a-successful-online-event-as-a-financial-advisor Modern Financial Advisor Podcast EP108 - With Gauthier Vincent of Deloitte where we discuss end-to-end digital transformation of wealth management - https://www.finservmarketing.com/modern-financial-advisor-podcast/exploring-the-end-to-end-digital-transformation-of-wealth-management Jeff Benjamin on LinkedIn - https://www.linkedin.com/in/jeff-benjamin-9427728/ AngelSpan - https://angelspan.com/ Beautiful AI - https://www.beautiful.ai/presentations Saifr - https://saifr.ai/ Chapters 00:00 Introduction and The Importance of a High-Quality Microphone Setup 03:27 Educating Advisors about the Benefits of the RIA Space 15:26 Networking and Learning at Conferences 19:07 Integration and Future-Proofing Technology in the RIA Industry 29:22 Choosing the Right RIA Firm 30:18 The Need for Better Training 32:44 Succession Planning and Ownership Transition 38:21 Expanding Services: Advising on Alternative Investments 52:32 The Role of AI in the RIA Industry