『RIA Collective』のカバーアート

RIA Collective

RIA Collective

著者： Charlie Van Derven
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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.If you'd like to be a guest or connect directly with Charlie, visit https://www.riacollective.com.

© 2026 RIA Collective マネジメント・リーダーシップ マーケティング マーケティング・セールス リーダーシップ 個人ファイナンス 経済学
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  • How Financial Advisors Can Use AI Without Losing Trust | Nate Hoskin, CFP®

    How Financial Advisors Can Use AI Without Losing Trust | Nate Hoskin, CFP®
    2026/08/04

    Most financial advisors know they need to create content. The challenge is knowing what AI should do, what it shouldn't do, and how to create authentic content that actually builds trust.

    In this episode of RIA Collective, Charlie Van Derven sits down with Nate Hoskin, CFP®, Co-Founder of SageContent.ai, to discuss how advisors can leverage video, AI, and personal branding to grow their businesses without sacrificing authenticity. Nate shares lessons from building his own RIA through content before creating SageContent.ai to help other advisors do the same.

    In this episode, you'll learn:
    • Why video is one of the fastest ways to build trust with prospects
    • Where AI saves advisors time, and where it can actually hurt your marketing
    • The difference between production quality and expensive editing
    • Why people follow advisors, not logos
    • How to build a personal brand that generates opportunities
    • The biggest mistakes advisors make with content creation
    • Practical ways to use AI without sounding like AI

    One of the biggest takeaways from this conversation:

    Use AI to remove the work that gets in the way, not the authenticity that builds trust.

    Whether you're just starting with video or looking to improve your marketing strategy, this episode is packed with actionable ideas you can implement immediately.

    📺 Subscribe for more conversations with leading independent advisors:

    Connect with Charlie Van Derven

    🌐 Social Advisors: https://www.social-advisors.com
    💼 LinkedIn: https://www.linkedin.com/in/charlievanderven/

    Connect with Nate Hoskin

    LinkedIn: https://www.linkedin.com/in/nghoskin/
    SageContent.ai: https://www.sagecontent.ai/

    Chapters

    00:00 Introduction
    01:40 Why Advisors Need to Build More Trust
    04:30 AI vs Authentic Content
    09:20 Creating Videos That People Actually Watch
    14:30 Why Personal Branding Matters More Than Firm Branding
    19:30 Growing an Advisory Business Through Content
    23:00 How SageContent.ai Helps Advisors Scale
    25:00 Closing Thoughts

    #FinancialAdvisors #AdvisorMarketing #RIACollective #AdvisorMarketing #FinancialPlanning #RegisteredInvestmentAdvisor #RIA #PersonalBranding #VideoMarketing #ContentMarketing #ArtificialIntelligence #AI #AdvisorGrowth #PracticeManagement #ThoughtLeadership #LeadGeneration #SocialMediaMarketing #DigitalMarketing #CFP #Trust #Fiduciary #IndependentAdvisor #WealthManagementMarketing #AdvisorSuccess
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    26 分
  • RIA Collective: Chris Price | Why Process Beats Talent in Building an Advisory Firm

    RIA Collective: Chris Price | Why Process Beats Talent in Building an Advisory Firm
    2026/07/13

    What separates a successful advisory firm from one that struggles to scale?

    According to Chris Price, it comes down to process.

    In this episode of RIA Collective, host Charlie Van Derven sits down with Chris Price of Wealth Solutions Partners to discuss his journey from the insurance world into a more independent, hybrid advisory model and the lessons he's learned about building a scalable business.

    Chris shares how earning professional designations changed the way he viewed financial advice, why systems become more important as firms grow, and how AI is reshaping advisor efficiency without replacing relationships.

    Together, Charlie and Chris discuss:

    • The transition from a large insurance firm to a hybrid independent model
    • Why professional education changes the way advisors serve clients
    • How documented processes create consistency and scalability
    • The importance of hiring for personality, not just experience
    • Why advisors need to think like business owners, not just practitioners
    • How AI is making advisory firms more efficient while strengthening client relationships
    • Lessons from building and leading a growing advisory team

    Chris also explains why every advisory firm should have a repeatable process that serves the vast majority of its clients, creating a better experience for both clients and team members.

    This episode is especially valuable for:

    • Advisors considering independence
    • Hybrid advisors looking to grow
    • RIAs building their first team
    • Firm owners focused on scaling through systems

    🎧 Watch now and subscribe to RIA Collective for conversations that help independent advisors build stronger businesses and better client experiences.


    Connect with Chris Price

    📧 Email: christopherprice@financialguide.com

    Connect with Charlie Van Derven

    🌐 Social Advisors: https://www.social-advisors.com
    💼 LinkedIn: https://www.linkedin.com/in/charlievanderven/


    Chapters

    00:00 – Chris's path into financial services
    03:45 – Why education changed his career
    07:30 – The move to a hybrid model
    11:15 – Building a business with processes
    15:20 – Hiring the right people
    19:00 – Leading a growing team
    22:00 – How AI is changing advisory firms
    25:00 – Final advice for advisors
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    27 分
  • RIA Collective: Andrew Winig | Why Most Financial Advisors Sound the Same

    RIA Collective: Andrew Winig | Why Most Financial Advisors Sound the Same
    2026/06/17

    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, founder of Your Elevator Pitch Coach, to discuss one of the biggest challenges advisors face: explaining what they do in a way that people actually remember.

    Andrew has worked with hundreds of financial advisors and discovered something surprising:

    Most advisors are different. They just sound exactly the same.

    Together, Charlie and Andrew discuss:

    • Why "great service" isn't a real differentiator
    • How advisors can create memorable elevator pitches
    • The biggest mistakes advisors make at networking events
    • Why specificity attracts more referrals than broad messaging
    • How to answer common questions like "What do you do?"
    • Turning small talk into meaningful business conversations
    • Why most advisors should stop leading with "I'm a financial advisor"

    Andrew also walks through real-world examples of how advisors can identify their niche, communicate their value more effectively, and become easier to refer.

    This episode is especially valuable for:
    ✔️ Financial advisors looking for more referrals
    ✔️ RIAs building a niche market
    ✔️ Advisors who network regularly
    ✔️ Professionals who want a more compelling personal brand

    🎧 Watch now and subscribe to RIA Collective for conversations that help independent advisors grow, differentiate, and attract the right clients.


    Connect with Andrew Winig

    🌐 Website: https://improvandy.com
    🎯 Free Pitch Check: https://freepitchcheck.com
    💼 LinkedIn: Andrew Winig


    Connect with Charlie Van Derven

    🌐 Social Advisors: https://www.social-advisors.com
    💼 LinkedIn: https://www.linkedin.com/in/charlievanderven/


    Chapters

    00:00 – Why advisors struggle to differentiate
    02:30 – The problem with generic elevator pitches
    05:00 – Finding your true niche
    08:00 – A live elevator pitch example
    12:00 – How specificity drives referrals
    15:00 – Answering common networking questions
    18:00 – Turning small talk into opportunity
    20:00 – Free resources for advisors
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    23 分
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