#217 - Chuck Failla: Sovereign Advisor Solutions + goRIA

Wicked Pissah Podcast

Financial Planning Association of New England and FPA NE द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Financial Planning Association of New England and FPA NE या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।

2M ago 50:35

MP3•एपिसोड होम

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

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