From the high pressures of Wall Street cold calling to becoming the Founder and CEO of Sovereign Financial Group and goRIA, Chuck Failla joins us on Tech It Up to discuss his career journey and the increasing trend of advisors going independent.
We explore the driving forces behind this shift, the advantages it brings, the hurdles it presents, and most importantly, Chuck provides practical advice for those on the brink of making the leap. Moreover, we examine the game-changing role of technology and automation and how it has become an indispensable tool for small to mid-sized wealth management firms in a fiercely competitive market.
Whether you're an advisor contemplating the independent route or simply intrigued by the trend, be sure to tune in for an insightful episode.
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