Wealth Recruiting LLC - Landing page for Sovereign
Q&A between Phil Auerbach and Sovereign's Principal, Chuck Failla, CFP
2020 goRIA Summit
Chuck Failla, CFP (Principal of Sovereign) was the host and moderator of the 2020 goRIA Summit. This Summit was a 1/2 day event held on Oct 21, 2020. Below are the various sessions from the day's event:
Opening Keynote: Greg Bruce, National Director, RIA & Custody Services at Raymond James.
Chuck's Q&A with InvestmentNews' Jeff Benjamin
Panel 1: What to consider before going RIA, or, joining an RIA
Panel 2: RIA Tech Talk
Panel 3: Investment and Insurance options optimized for RIAs: Fee Based Everything!
