Hosted by Charlie Van Derven · 🇺🇸 US · EN-US · 69 episodes
Established thought leaders with verified media credentials.
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 podcas
Charlie Van Derven hosts RIA Collective, a business show with 69 episodes published.
What makes a financial advisor different? According to Andrew Winig, most advisors struggle to answer that question clearly. In this episode of RIA Collective , host Charlie Van Derven sits down with Andrew Winig , found
Most RIAs don’t think they need a CFO… until they realize they do. In this episode of RIA Collective, host Charlie Van Derven sits down with Damian Lo Basso , Founder of My RIA CFO , to discuss the financial blind spots
What does advisor independence actually mean? In this episode of RIA Collective , host Charlie Van Derven sits down with Andree Mohr , President of Integrated Partners , to explore why the move to independence is about m
What if you don’t actually own your book of business? In this episode of RIA Collective , host Charlie Van Derven sits down with Tyson Ray of FORM Wealth Advisors to break down one of the most misunderstood topics in fin
What happens when a CRM is built for advisors with AI at its core, instead of having AI bolted on later? In this episode of RIA Collective , host Charlie Van Derven sits down with Thomas Clawson , Co-Founder of Slant , t
What does it really take to grow as a financial advisor? In this episode of RIA Collective, host Charlie Van Derven sits down with Dennis Huergo of Wealth Enhancement Group to explore the mindset, career decisions, and e
AI is everywhere in financial services, but most advisors are only scratching the surface. In this episode of RIA Collective , host Charlie Van Derven sits down with Sam Sova , Co-Founder of Subatomic AI , to explore how
What 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 Echo45 Advisors , to explore how independent firms
Most 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 Ex
What 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 Ad
In 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 wellbei
Independent 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 Ca
Former 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 loo
Welcome 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 Char
In 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,
In 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 br
In 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 financ
In 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 journ
In 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-focu
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. Mic
Tyson Ray
Co-founder and CEO · FORM Wealth Advisors
2 appearances on this show
Jon Henderson
Running for Governor of California
1 appearance on this show
Jon Randall
Founder · Salt Church
1 appearance on this show
Justin Stevens
test rider · Overlap Holdings
1 appearance on this show
Bill Oakley
Seasoned TV writer and show runner
1 appearance on this show
Peter Hughes
Leeds Arts University
1 appearance on this show
Mark Willis
3X Best-selling Author & Financial Expert · Lake Growth Financial Services
1 appearance on this show
Cary Carbonaro
author of The Money Queen’s Guide: For Women Who Want to Build Wealth and Banish Fear
1 appearance on this show
Bob DePasquale
The Generosity Guy · Initiate Impact
1 appearance on this show
Jeff Barnes
best-selling author, international speaker, 'Dr. Disneyland' · The Wisdom of Walt
1 appearance on this show
Brian Carney
CEO · RiversEdge Advisors, LLC
1 appearance on this show
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RIA Collective is hosted by Charlie Van Derven. The show is categorised under business (investing) and has published 69 episodes.
RIA Collective has published 69 episodes.
RIA Collective regularly covers business, investing, entrepreneurship. It sits in the business category, with a investing focus.
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Episodes of RIA Collective average 25 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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