RIA Collective

Charlie Van Derven

English Business Entrepreneurship Investing Marketing

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Episodes 63

Avg. Duration 32m

Activity Highly Active

Since Jul 2022

Latest Episode Feb 2026

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Schedule

Every 2 Weeks

Format

Episodic

Consistency

63%

Hosting

feeds.buzzsprout.com

About This Podcast

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.

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Recent Episodes

RIA Collective: Sam Sova | AI Coworkers Are Changing Advisory Firms

Feb 23, 2026 22m Transcript

AI is everywhere in financial services, but most advisors are only scratching the surface.In this episode of RIA Collective, host Charlie Van Derven sits down with Sam Sova, Co-Founder of Subatomic…

RIA Collective: Jon Henderson | Building a One-Stop RIA for the Next Decade

Feb 09, 2026 22m

What does the next generation of advisory firms actually look like?In this episode of RIA Collective, host Charlie Van Derven sits down with Jon Henderson, Founder of Echo45 Advisors, to explore how…

RIA Collective - Jon Randall: How Capacity Constraints Kill Advisor Growth

Jan 21, 2026 23m

Most advisors don’t hit a growth ceiling because they lack effort - they hit it because their capacity is broken.In this episode of RIA Collective, host Charlie Van Derven sits down with Dr. Jon…

RIA Collective: Peter Krull | Building an Independent RIA That Aligns With Your Values

Jan 05, 2026 21m

What does it really take to build an advisory firm that aligns with your values - and lasts for decades?In this episode of RIA Collective, host Charlie Van Derven sits down with Peter Krull, Founder…

The Deeper Purpose of Financial Advisors | Darren Hinshaw on RIA Collective

Dec 01, 2025 17m

In this episode of RIA Collective, host Charlie Van Derven sits down with Darren Hinshaw, Managing Director at NBC Securities, to discuss the often-overlooked impact financial advisors have on the…

What Independent Advisors Are Getting Wrong About Cybersecurity - With Carm Cicalese

Nov 03, 2025 18m

Independent advisors often think cybersecurity is something “the big firms” need to worry about. But the truth? RIAs are often at greater risk.In this episode of RIA Collective, host Charlie Van…

From Pro Sports to Fiduciary Finance: Shawn Zell on True Client Alignment

Oct 20, 2025 26m

Former NFL & NBA performance-nutrition lead Shawn Zell (Fruition Financial, St. Louis) shares how he pivoted from the Rams and Bucks to fiercely independent financial planning—plus what “true…

Unapologetically Jen: Building a Client-First Practice on Her Own Terms

Oct 06, 2025 29m

Welcome to a high-energy, no-BS conversation with Jen Staben, Financial Advisor at Prime Capital and unapologetic force of nature in financial services.In this episode of the RIA Collective, Jen sits…

Building Pillars of Independence with Greg Curry

Sep 18, 2025 25m Transcript

In this engaging episode of RIA Collective, host Charlie Van Derven sits down with Greg Curry, founder of Pillar Financial in Louisville, Kentucky. With nearly three decades of experience spanning…

Driving Success with Judd Allen

Apr 02, 2024 35m Transcript

In this insightful episode of RIA Collective, host Charlie Van Derven engages in a captivating conversation with Judd Allen of Judd Allen Financial and the ICG Group. They delve into Judd's strategic…

Blueprint for Independence with Justin Stevens

Mar 27, 2024 28m Transcript

In this compelling episode of RA Collective, host Charlie Van Derven welcomes Justin Stevens, co-founder of O'Keefe Stevens Advisory, based in Rochester, New York. Justin shares his unconventional…

From Marketing to Finance with Sara Stanich

Mar 27, 2024 28m Transcript

In this episode of RIA Collective, Charlie van der Ven welcomes Sara Stanich of Cultivating Wealth, based in Montauk, New York. Transitioning from a vibrant marketing career to founding her own RIA,…

Moving from Asset Centric to Client Centric in Finance: A Conversation with Tyson Ray

Feb 14, 2024 39m Transcript

In this insightful episode of RIA Collective, host Charlie Van Derven engages in a thought-provoking conversation with guest Tyson Ray, the founding partner of Form Wealth Advisors. Urging a…

Navigating Independent RIA Setups with Michael Rasmussen

Nov 22, 2023 27m Transcript

In this episode of RIA Collective, host Charlie Van Derven invites Michael Rasmussen of United Atlantic Legal Services to share his expertise in aiding financial advisors in their transition to…

Niche Mastery in Finance with Emily Haberkern

Nov 17, 2023 21m Transcript

In this episode of RIA Collective, host Charlie Van Derven sits down with Emily Haberkern of Evangelista & Associates to discuss the triumphs and trials of niche marketing within the financial…

Mastering Independence: Data Aggregation and Client Management with Sam Kingston

Nov 10, 2023 28m Transcript

In this episode of RIA Collective, host Charlie Van Derven sits down with Sam Kingston from Arch, a SaaS platform serving family offices and RIAs, to discuss the transition of financial advisors from…

Mastering Client-Centric Financial Transitions with Anthony Mlachnik

Nov 03, 2023 19m Transcript

In this episode of RIA Collective, host Charlie Van Derven sits down with financial expert Anthony Mlachnik in a reflective conversation about the complexities and nuances of navigating…

Navigating Independence: The Evolving Landscape of Financial Advising with David Pappalardo

Oct 27, 2023 28m Transcript

In this episode of RIA Collective, host Charlie Van Derven sits down with David Pappalardo of Segal Marco Advisors. Together, they dive deep into the world of financial advising and the ever-evolving…

From Courtroom to Boardroom: Bridging Law and Business with Scott Matasar

Oct 20, 2023 28m Transcript

In this episode of RIA Collective, host Charlie Van Derven is joined by Scott Matasar, a seasoned attorney with a unique perspective on the intersection of law and business. Dive into the intricacies…

Mastering the Move: Navigating the Transition to Independence with Brandon Fink

Oct 13, 2023 26m Transcript

In this episode of RIA Collective, host Charlie Van Derven sits down with Brandon Fink from Claro Advisors to explore the challenges and triumphs of transitioning to an independent advisory firm.…

Frequently Asked Questions

How many episodes does RIA Collective have?

RIA Collective has published 63 episodes since July 2022, covering topics in Business, Entrepreneurship.

Is RIA Collective still active?

RIA Collective is currently highly active with new episodes every 2 weeks. Average episode length is 32m.