<img height="1" width="1" style="display:none;" alt="" src="https://dc.ads.linkedin.com/collect/?pid=289257&amp;fmt=gif">
Menu
Sign Up
Log In

PeerBenchmarks-mockup2

Free Peer Benchmark Analyzer

How To Host A Successful Online Event As A Financial Advisor

Mike Langford
Feb 14, 2022

 


A couple of weeks ago an invitation for an online event called RIA Labs landed in my inbox. The event is the first in a series hosted by  InvestmentNews and the topic of helping RIAs "future-proof" their tech stack caught my eye.

So, I reached out to Jeff Benjamin, Senior Columnist at InvestmentNews and Co-Chair of the event to see if he would be willing to come on the show as a guest. Jeff replied and suggested that I have Chuck Failla, CEO of Sovereign Financial Group (RIA Labs' other Co-Chair) on instead as Chuck would be able to speak much more in-depth about tech.

HubSpot Video

 
Well, as you'll hear in this episode of The Modern Financial Advisor Podcast, Chuck brought a lot more to the table than just tech stack talk. In fact, what I found truly fascinating was how he got his start hosting and producing online events for the wealth management community. A few years ago, Chuck had never hosted an online event. Now? He's helping to run some of the highest impact events for financial advisors with top-tier speakers. 

Subscribe to the Podcast! The Modern Financial Advisor Podcast is available on Apple Podcasts, Spotify, Apple PodcastsSpotifyGoogle PodcastsAlexa,  SoundCloudStitcherTuneIn, or if you prefer video you can find it on YouTube.

Resources Related to this Episode:
Below is a list of resources mentioned in this episode or related to the topics we discussed: 

If you have any questions, comments, or even ideas for new episodes, feel free to reach out. If you like what you hear, make sure to subscribe to one of our channels listed above.
PeerBenchmarks-mockup2

See How Your Firm Stacks Up Against Your Peers!

Free Truelytics Peer Benchmark Calculator

Free Peer Benchmark Analyzer

Subscribe by Email