March 3, 202626 min
Episode 53: How to leverage a custodian's resources to goRIA
Chuck talks with Schwab's Head of Enterprise Solutions Group, Julian Lopez, about their exciting new offering that helps advisors stand up their own RIA.
Episodes
45
Latest episode
Mar 2026
Language
EN
About the show
Podcast by goRIA Podcast
Listen to episodes
February 11, 20265 min
Episode 52: goRIA with Johnny Hilbrant (aka "The PE Guy")
In this satirical episode of goRIA, Chuck goes toe-to-toe with the one and only PE Guy — the viral finance parody persona who’s built a cult following roasting private equity bros and bragging about his role, his wifey, and “it’s decent” deal flow. It starts off civil enough — a few laughs about zip codes, Lake Como vacations, and children's naming conventions... but soon The PE Guy launches his most ambitious pitch yet: “Chuck, sell Sovereign Financial to my PE shop.” Spoiler alert: Chuck holds firm. (Because no amount of humblebrags about substantial composite metrics can sway a fiduciary.) Expect: 🔥 Deadpan satire that hits every PE-world trope 🤣 Chuck trying — and failing — to keep a straight face 💼 A mock negotiation that’s more comedy than capital 🎧 And one unforgettable line: “Due to my role…” (you’ll be saying it for days) If you’ve ever wondered what happens when private equity swagger meets fiduciary skepticism, this episode delivers — with plenty of laughs and just the right amount of decent chaos.
January 22, 202633 min
Episode 51: Talking college & crypto with Ric Edelman
Chuck catching up with industry icon, Ric Edelman, to talk about college, crypto, and, of course, an amazing origin story!
January 7, 202633 min
Episode 50: RIA "Myth-Busting" with Elite Consulting's Frank LaRosa
Chuck catches up with industry thought leader Frank LaRosa, Founder & CEO of Elite Consulting Partners. Together, they unpack who should (and who should NOT) goRIA. If you know Frank, you know he never pulls his punches… literally or figuratively. This episode is a MUST LISTEN if you're thinking of going independent.
November 12, 202529 min
Episode 49: Morningstar initiates coverage of ALTS!
Chuck catches up with Laura Lutton, Head of Manager Research for Morningstar, to talk about their exciting new offering — coverage of ALTS and Semi-liquid funds.
October 21, 202523 min
Episode 48: Origin Story: Thomas Peterffy, Founder & CEO of Interactive Brokers
Chuck talks with industry legend, Thomas Peterffy about his "origin story", his thoughts on building a "customer first" enterprise, and, of course, his thoughts on going RIA. This is a MUST LISTEN episode.
September 22, 202539 min
Episode 47: Bob Veres' new book: A Behind-the-Scenes History of the Financial Planning Profession
Chuck talks with industry legend, Bob Veres, about his new book: A Behind-the-Scenes History of the Financial Planning Profession. Tune in to hear some amazing anecdotes that Bob has collected over his 45 year long history in our industry.
September 15, 202541 min
Episode 46: Joe Duran: What does your "Swan Song" look like as an RIA advisor vs a BD advisor?
Chuck talks with industry icon, Joe Duran, about succession planning and what advisors need to think about as they plan for "what's next"...
July 11, 202522 min
Episode 45: Another (very cool) way to goRIA!
Chuck catches up with Shawnette Gauer, Schwab Advisor Services' Managing Director of Enterprise Solutions, to talk about their new program designed specifically to help sub $300M advisors #goRIA.
July 1, 202523 min
Episode 44: "Shut The F Up and Listen!"
Chuck chats with communication guru and author Matt Halloran about his new book, "𝙎𝙝𝙪𝙩 𝙏𝙝𝙚 𝙁 𝙐𝙥 𝙖𝙣𝙙 𝙇𝙞𝙨𝙩𝙚𝙣!". Matt shares some surprising facts about how poor communication can cost advisors their clients—and offers easy, practical advice on becoming a better listener. Tune in to find out how improving your communication skills can make your clients feel truly valued and keep them coming back!
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