RIA Collective
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.
RIA Collective
RIA Collective: Peter Krull | Building an Independent RIA That Aligns With Your Values
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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 of Earth Equity Advisors, to explore the long game of independence, entrepreneurship, and purpose-driven investing.
Peter shares his journey from Merrill Lynch to launching an independent RIA focused on ESG and sustainable investing - long before it became mainstream. Along the way, he breaks down what advisors don’t see coming when they leave large firms, and why building something meaningful almost always takes twice as long as you expect.
Together, Charlie and Peter discuss:
- Why independence is often a values-driven decision, not just a business one
- What wirehouse advisors underestimate when making the leap
- Why most “overnight successes” actually take 10+ years
- How advisor marketing has fundamentally changed - and what no longer works
- The role ESG and sustainable investing play in a fiduciary framework
- Why clarity, patience, and alignment matter more than tactics
This conversation is especially relevant for advisors who feel constrained by their current firm, are considering independence, or want to build a practice that reflects what they truly believe - not just what sells.
🎧 Watch now and subscribe to RIA Collective for conversations that elevate the independent advisor profession.
Connect with Peter Krull
🌐 Website: https://earthequity.com
📘 Book: The Sustainable Investor – https://sustainableinvestorbook.com
🎙 Podcast: Dollars & Change
Connect with Charlie Van Derven
🌐 Social Advisors: https://www.social-advisors.com
💼 LinkedIn: https://www.linkedin.com/in/charlievanderven/
Chapters
00:00 – From wirehouse to independence
03:30 – Why building a firm takes longer than you think
07:45 – The “10-year overnight success” reality
11:20 – ESG, sustainability, and fiduciary responsibility
15:40 – Why old-school advisor marketing no longer works
19:30 – Lessons for advisors considering the leap
#RIACollective #FinancialAdvisors #RIA #IndependentAdvisor #AdvisorGrowth #AdvisorMarketing #ESGInvesting #SustainableInvesting #WealthManagement #PracticeManagement #Entrepreneurship #PeterKrull
