
Episode 345: Advocating for Independence in the RIA Space with Chuck Failla
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Feeling stuck inside someone else’s definition of success?
If you’re a financial advisor dreaming about building a business on your terms, this is for you.
Because here’s the thing…
The RIA model is one of the most powerful paths to real independence in the wealth management space.
And this DealQuest episode, we’re talking with Chuck Failla—founder of Sovereign Financial Group and a fierce advocate for advisor freedom.
He’s breaking down:
- Why so many advisors are finally making the leap
- What to know before going independent
- How to navigate the challenges that come with freedom (yes, they exist)
- And why values-based leadership is the future of wealth management
And much more
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FOR MORE ON THIS EPISODE:
https://www.coreykupfer.com/blog/chuckfailla
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FOR MORE ON CHUCK FAILLA
https://www.linkedin.com/in/charlesfailla/
https://twitter.com/SF_Group_Inc
http://www.goria.com/
FOR MORE ON COREY KUPFER
https://www.linkedin.com/in/coreykupfer/
http://coreykupfer.com/
Corey Kupfer is an expert strategist, negotiator, and dealmaker. He has more than 35 years of professional deal-making and negotiating experience. Corey is a successful entrepreneur, attorney, consultant, author, and professional speaker. He is deeply passionate about deal-driven growth. He is also the creator and host of the DealQuest Podcast.
Get deal-ready with the DealQuest Podcast with Corey Kupfer, where like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today!